Consultation Appointment Specialist - Legal Intake (Remote)

LegalMatch; Philippines; Remote; PHP 335,000 - 536,000; Full time

Job summary

LegalMatch Philippines is seeking a focused Consultation Appointment Specialist to handle legal intake, case screening, outbound lead follow-up, and scheduling consultations across multiple attorney calendars.

You will document activity in CRM, follow workflows, collaborate with teammates, and use AI tools to improve productivity while ensuring accuracy.

Qualifications

• Experience in legal intake and case screening.
• Experience with outbound lead follow-up and consultation scheduling.
• Ability to identify basic case qualifications and follow detailed workflows.
• Strong written and verbal English communication skills.
• Experience with CRM and collaboration tools (e.g., Slack, Notion, Trello, Calendly).
• Practical experience using AI tools to improve productivity and validate outputs.

Responsibilities

• Make outbound calls to guide intake and schedule consultations.
• Schedule appointments across multiple calendars and time zones.
• Follow up with leads to maximize consultation conversions.
• Document lead activity and status updates in CRM and tracking tools.
• Identify issues delaying the consultation process and escalate when needed.
• Collaborate with internal teams for smooth handoffs and clear communication.
• Support basic administrative and coordination tasks related to scheduling and intake.
• Use AI tools to improve productivity and validate outputs.

Skills

English communication

Outbound calls

Problem-solving

Proactive mindset

Tools

CRM

Slack

Notion

Trello

Calendly

AI tools

Job description

Consultation Appointment Specialist - Legal Intake (Remote)

Department: Operations

Employment Type: Full Time

Location: Philippines

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 elevate 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.