Consultation Appointment Specialist (Remote)

LegalMatch; Cebu City; Remote; PHP 360,000 - 480,000; Full time

Job summary

LegalMatch Philippines is seeking a Consultation Appointment Specialist to manage legal intake, case screening, outbound lead follow-up, and scheduling consultations across multiple calendars. This remote role supports attorneys and clients within the Philippines using CRM and collaboration tools.

You will document activity in CRM, identify issues, and improve processes with AI-assisted tools while maintaining accuracy.

Qualifications

• Experience in legal intake and case screening.
• Experience with outbound lead follow-up and consultation scheduling.
• Ability to follow detailed workflows and identify basic case qualifications/exclusions.

Responsibilities

• Make outbound calls to potential clients and guide them through intake and scheduling.
• Schedule appointments across multiple attorney calendars/time zones.
• Follow up with leads to maximize consultation conversions.
• Document lead activity and status in CRM and tracking tools accurately.
• Identify issues that could delay the consultation process and escalate as needed.
• Collaborate with internal teams for smooth handoffs and communication.
• Support basic administrative tasks related to scheduling and intake.
• Leverage AI tools to boost productivity and ensure quality of outputs.

Skills

English communication

Proactive

Problem-solving

Collaboration

Tools

CRM

Slack

Notion

Trello

Calendly

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.