Legal Intake Specialist
Remote- Salary: $1000-$1500- Schedule: Monday to Friday 3:00 PM till 11:30 PM Beirut Time
Company Overview
The company is a client-centered family law practice dedicated to helping individuals and families navigate life’s most sensitive transitions, including divorce, custody, support, and related matters. It blends compassionate counsel with strategic advocacy, meeting people where they are and guiding them toward clarity and confidence.
The culture is warm, professional, and process-driven. The team values empathy, clear communication, and high standards. Modern systems, consistent training, and a collaborative mindset support both exceptional client experiences and meaningful career growth.
Mission
Serve as the compassionate, articulate, and persuasive first point of contact for prospective clients, delivering a warm and professional initial impression. In this role, you will conduct structured intake calls, actively listen to sensitive concerns, document key case details, and guide qualified leads toward scheduling a Free Case Review while maintaining consistent compliance with firm processes and high conversion standards.Key Responsibilities
Your daily tasks will vary, giving you room to learn, grow, and strengthen your skills while supporting the team with excellence.
- Client Intake & Qualification: Serve as the compassionate, professional first point of contact via phone and email. Conduct structured 10–15-minute intake calls to gather essential facts, goals, and timelines, deciding whether the firm is a good fit and guiding qualified leads to schedule a Free Case Review.
- Communication & Engagement: Ask thoughtful follow-up questions to understand caller needs, and clearly explain the firm's services, processes, and expectations in a warm, conversational tone.
- Scheduling & Handoffs: Schedule and confirm Free Case Review appointments, manage calendars, handle rescheduling requests to minimize gaps, and coordinate smooth handoffs with complete notes to the legal team.
- Lead Follow-Up & Conversion: Place timely outbound calls and execute a consistent follow-up cadence (calls, emails, texts) with unbooked prospective clients to improve conversion rates and maximize calendar efficiency.
- CRM & Record Management: Accurately document all intake details, case facts, and caller interactions in the CRM, ensuring client records remain updated and compliant with firm policies and confidentiality standards.
- Performance & Continuous Improvement: Take full ownership of personal activity and conversion metrics, participate in coaching, follow established scripts and checklists naturally, and contribute to refining intake processes.
- De-escalation & Professionalism: Maintain composure, patience, and empathy when speaking with emotional, frustrated, or distressed callers, upholding exceptional responsiveness and quality on every interaction.
Qualifications
- Years of Experience: 1–3 years in client intake, customer service, or receptionist roles (legal setting preferred)
- CRM Tool: Not required
- Softwares: CRM system, phone/VoIP, and email/calendar tools (e.g., Outlook or Google Calendar)
- Industry Knowledge Required: Basic understanding of family law services (divorce, custody, support) and intake best practices; confidentiality/ethics
- Specific Gender: No preference
Skills & Competencies
- Warm, Empathic Communication: Exceptional verbal skills with a personable, friendly tone that makes individuals feel heard and comfortable discussing sensitive family law matters.
- Active Listening & Curiosity: Inquisitive mindset to ask thoughtful, non-scripted questions that uncover why the situation matters to each caller.
- Persuasiveness & Guidance: Confident demeanor to guide conversations, address caller hesitation, and encourage qualified prospects to take the next step.
- Process-Driven & Coachable: Highly disciplined in following firm procedures, scripts, and checklists while maintaining a natural, human delivery; eager to grow through regular feedback.
- Composure & Emotional Resilience: Calm under pressure, handling emotional or distressed callers with patience, empathy, and grace.
- Proactive Ownership & Accountability: Self-motivated focus on tracking activity, achieving conversion goals, maintaining prompt follow-through, and ensuring zero lost opportunities.
- Attention to Detail: Excellent judgment for qualifying leads alongside accurate, thorough data entry in a fast-paced environment.
Technical Requirements
- Own PC or laptop
- Reliable internet connection (wired connection recommended)
- Noise-cancelling headset and a quiet, professional workspace
- Ability to place and receive high-quality VoIP calls
- Familiarity with CRM/data entry and calendar management tools
Position Description
- Working Hours: 8.5 hours, from 3:00 PM till 11:30 PM Beirut Time
- Working Days: 5 days a week
- Days Off: Saturday and Sunday
- Work Location: Fully-remote, you can work from anywhere
- PTO (Paid Time Off): You may request time off anytime with advanced notice
- Salary Range:$1000-$1500/month