Legal Intake Specialist

Summary

Join LegalMatch Philippines as a Legal Intake Specialist and enhance case conversions through our voice-based intake system. Handle inbound calls from potential clients, guide them through the intake process, and accurately record case details. Your responsibilities include following a structured script, assessing caller eligibility, and providing alternative resources when needed. Maintain engagement to minimize call drop-offs and ensure compliance with legal and confidentiality standards. You will use Dialpad for call tracking and collaborate on process optimization. This role is ideal for law graduates, paralegals, or customer service professionals with legal intake or call center experience.

Requirements

• Law fresh graduates, paralegals, or candidates with experience in customer service, legal intake, or call centers are welcome
• Strong communication skills with the ability to be assertive, empathetic, and proactive when engaging with callers
• Ability to follow scripts while maintaining a natural and professional tone
• Detail-oriented with strong data entry and organizational skills
• Comfortable handling high call volumes and managing multiple tasks

Responsibilities

• Handle inbound calls from potential clients responding to ads
• Follow a structured intake script to gather and log case details
• Assess caller eligibility based on predefined criteria
• Provide alternative resources for non-qualified callers
• Maintain engagement to minimize call drop-offs
• Ensure compliance with legal and confidentiality standards
• Use Dialpad for call tracking and real-time data capture
• Collaborate on optimizing the intake process

Preferred Qualifications

• Familiarity with CRM systems and call handling software (e.g., Dialpad) is a plus
• Flexible availability based on performance analysis
• Proactive, with a keen ability to adapt and learn quickly
• Experienced in legal case intake
• Knowledgeable in client qualification and lead conversion processes
• Familiar with AI-powered call analysis tools or willing to learn and adapt to them