AI-Enhanced Legal Intake & Appointments Scheduler

LegalMatch Philippines, Inc.; Metro Manila; On-site; PHP 240,000 - 360,000; Full time

Job summary

LegalMatch Philippines, Inc. is seeking a focused Consultation Appointment Specialist to manage the intake process, screen cases, and schedule consultations with potential clients and attorneys.

You will follow established workflows, document activities in the CRM, and collaborate with internal teams to ensure smooth handoffs. The role requires strong English communication, experience with CRM tools, and proficiency in using AI-assisted tools to enhance productivity and accuracy.

Qualifications

• Strong English communication skills.
• Experience with CRM tools.

Responsibilities

• Manage intake process for potential clients and attorneys.
• Screen cases and determine consult needs.
• Schedule consultations with clients and attorneys.
• Follow established workflows and document activities in the CRM.
• Collaborate with internal teams to ensure smooth handoffs.
• Utilize AI-assisted tools to enhance productivity and accuracy.

Skills

English communication

CRM tools experience

AI-assisted tooling

Tools

CRM tools

Job description

LegalMatch Philippines, Inc. is seeking a focused Consultation Appointment Specialist to manage the intake process, screen cases, and schedule consultations with potential clients and attorneys.

You will follow established workflows, document activities in the CRM, and collaborate with internal teams to ensure smooth handoffs. The role requires strong English communication, experience with CRM tools, and proficiency in using AI-assisted tools to enhance productivity and accuracy.