Consultation Appointment Specialist - Legal Intake Remote

LegalMatch Philippines, Inc.; Cebu City; Remote; PHP 279,000 - 391,000; Full time

Job summary

LegalMatch Philippines, Inc. seeks a focused Consultation Appointment Specialist to manage legal intake, case screening, and scheduling across multiple calendars.

You will handle outbound follow-up with potential clients and document interactions in the CRM while ensuring accuracy and timely follow-ups. The role requires strong English communication, experience with CRM tools, and the ability to follow detailed workflows.

Qualifications

• Experience in legal intake and case screening.
• Experience with outbound lead follow-up and consultation scheduling.
• Proficient English communication; strong written and verbal skills.
• Experience with CRM and collaboration tools (Slack, Notion, Trello, Calendly).
• Ability to validate AI-assisted outputs and improve productivity.

Responsibilities

• Make outbound calls to potential clients guiding them through intake and scheduling consultations.
• Schedule appointments across multiple attorney calendars and time zones.
• Follow up with leads to maximize consultation conversion rates.
• Document lead activity and status updates in CRM and tracking tools.
• Identify and escalate issues that could delay the consultation process.
• Collaborate with internal teams for smooth handoffs and communication.
• Support basic administrative tasks related to scheduling and intake.
• Leverage AI tools to improve productivity and accuracy.

Skills

Legal intake

Case screening

Outbound lead follow-up

Client communication

Consultation scheduling

Tools

CRM

Slack

Notion

Trello

Calendly

Job description

Job Description:

We’re seeking a focused and organized Consultation Appointment Specialist to handle legal intake, case screening, outbound lead follow-up, and consultation scheduling. You’ll work with potential clients and attorneys while following account-specific workflows and guidelines. Your Responsibilities Include

• Make outbound calls to potential clients, guiding them through the intake process and scheduling consultations
• Scheduling appointments across multiple attorney calendars and time zones
• Follow up with leads to ensure engagement and maximize consultation conversion rates
• Accurately document lead activity and status updates in CRM and tracking tools
• Identify and escape potential issues that could delay or impact the consultation process
• Collaborate with internal team members to ensure smooth handoffs and clear communication
• Support basic administrative and coordination tasks related to scheduling and intake
• Use AI and available tools to improve productivity, documentation, and follow-up while checking results for accuracy.

Requirements

• Experience in legal intake and case screening; related legal client service or appointment-setting experience may be considered.
• Experience with outbound lead follow-up, client communication, and consultation scheduling.
• Ability to identify basic case qualifications and exclusions and follow detailed workflows accurately.
• Strong written and verbal English communication skills.
• Experience with CRM, Slack, Notion, Trello, Calendly, or similar tools.
• Practical experience using AI tools to improve productivity and work quality, with the ability to validate AI-assisted outputs

We’re Looking For Someone Who Is

• Proactive and outcome-oriented
• A problem-solver
• Has the ability to work effectively under pressure and resolve issues efficiently
• Passionate about continuous improvement, consistently seeking opportunities to enhance processes and systems
• Skilled in collaboration

At LegalMatch Philippines, we offer a dynamic and innovative environment where you can grow and make a real impact in legal tech. Join our team, collaborate with passionate individuals, and take the next step in your career.