Remote job · Business and finance

Legal Intake Specialist

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Serve as the first point of contact for prospective clients, running structured intake calls and guiding qualified leads to book a free case review.

Conduct structured intake calls by phone and email to gather facts, goals and timelines
Explain the firm's services and processes clearly and answer follow-up questions
Book and confirm case review appointments, manage calendars and coordinate handoffs
Run consistent outbound follow-up by call, email and text to improve conversion
Document intake details and interactions in the CRM while meeting confidentiality rules
Stay composed with upset callers and work on personal conversion metrics

USD 1,000 to 1,500 per month

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