Intake Specialist

Summary

Join ConnectOS, a top-rated Philippines employer, and work as an Intake Specialist in a law firm specializing in employment law. This night shift position (9:00 PM to 6:00 AM PHT) offers a competitive salary, benefits, and career growth opportunities. You will manage client intake, provide administrative support, create marketing content, and assist with billing. Strong communication and organizational skills are essential, along with experience in client intake and preferably familiarity with LEAP and Clio software. The role involves collaboration with attorneys and staff, ensuring smooth case management and client referrals. Enjoy work-from-home flexibility and comprehensive benefits including medical, dental, life insurance, paid time off, and more.

Requirements

• Prior experience as an intake specialist in a law firm (preferably in litigation)
• Strong communication skills, with the ability to handle client interactions professionally
• Familiarity with LEAP case management software (experience with Clio is a plus)
• Experience with content creation, including writing blog posts, designing graphics, and preparing PowerPoint presentations
• Ability to train and help improve processes for client intake
• Detail-oriented, organized, and able to multitask in a fast-paced environment

Responsibilities

• Manage the client intake process, ensuring a smooth and professional experience
• Answer incoming phone calls and provide initial consultation screenings
• Assist in revamping and optimizing the intake process for efficiency
• Create engaging content for blog posts related to employment law topics
• Design marketing graphics using Canva
• Develop PowerPoint presentations for firm use
• Assist with generating invoices and processing client billing
• Utilize LEAP for billing and case management
• Assess the nature of each case and effectively triage to the appropriate person(s)
• Collaborate with managing attorney and staff to ensure seamless referrals and handovers
• Demonstrate excellent verbal and written communication skills in interactions with clients and internal teams
• Provide clear and concise information to clients and colleagues
• Collaborate with department heads and other team members to ensure a cohesive and coordinated approach to client services
• Participate in regular meetings to discuss ongoing cases and share relevant information

Preferred Qualifications

Background in CLIO and LEAP is a plus to have

Benefits

• WFH
• Medical, Dental Coverage and Life insurance from day 1 of employment
• Paid Vacation and Sick Leave (with Quarterly Sick Leave Conversion)
• Competitive salary package and annual appraisal
• Financial Assistance Program
• Mandatory Government Benefits and 13th Month Pay
• Regular Company Events, Work Life Balance, and Career growth opportunities