Consultation Appointment Specialist - Legal Intake (Remote)

LegalMatch Philippines, Inc.; Philippines; Remote; PHP 180,000 - 300,000; Full time

Job summary

LegalMatch Philippines, Inc. is seeking a focused Consultation Appointment Specialist to manage legal intake, case screening, outbound lead follow-up, and consultation scheduling. You will work with potential clients and attorneys while following account-specific workflows and guidelines.

You will make outbound calls to guide clients through intake, schedule consultations across multiple calendars and time zones, and follow up to maximize conversions. Proficiency with CRM and AI tools is valued.

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 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 validate outputs.

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 issues that could delay the consultation process and escalate.
• Collaborate with internal teams for smooth handoffs and clear communication.
• Support basic administrative tasks related to scheduling and intake.
• Use AI tools to boost productivity and ensure accuracy of outputs.

Skills

Legal intake

Case screening

Lead follow-up

Appointment scheduling

English communication

AI tools usage

Tools

CRM

Slack

Notion

Trello

Calendly

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 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.