Legal Assistant - Intake Specialist

SalesOrca International Inc.; Metro Manila; On-site; PHP 355,000 - 426,000; Full time

Benefits offered by this job

On-site work in Ortigas, Pasig

Night shift

Job summary

SalesOrca International Inc. is seeking a Legal Assistant – Intake Specialist to join our Ortigas, Pasig team. This on-site role supports a U.S.-based law firm, handling client intake, information gathering, and documentation for initial cases.

You will communicate with clients, follow intake procedures, and relay case details to the legal team while maintaining confidentiality and professionalism. Night shift available with full-time employment.

Qualifications

• Bachelor's degree preferred in Legal Management, Political Science, Paralegal Studies, or related field.
• Academic coursework in law or legal studies welcomed.
• Experience in customer service, BPO, sales, legal support, client intake is an advantage but not required.
• Strong verbal and written English communication skills.
• Able to handle phone calls and communicate professionally with clients.
• Detail-oriented with accurate documentation skills.
• Willing to learn U.S. legal intake processes.
• Able to work independently following procedures.
• Willing to work night shift and onsite in Ortigas, Pasig.

Responsibilities

• Handle inbound and outbound communications via phone, SMS, and email.
• Conduct initial client intake and gather information about the client's situation.
• Ask relevant questions to document basic case details.
• Record client information and case details in systems.
• Keep intake records complete and up to date.
• Relay client information to the legal team as needed.
• Follow established intake procedures and scripts.
• Follow up with prospective clients for additional information.
• Maintain professionalism and confidentiality in interactions.
• Collaborate with the law firm team to ensure efficient intake processes.

Skills

Customer service

English communication

Telephone handling

Documentation

Education

Bachelor's degree in Legal Management or related field

Tools

MS Office

CRM software

Job description

Legal Assistant – Intake Specialist

Location: Ortigas Center, Pasig City
Work Setup: On-site
Schedule: Night Shift
Employment Type: Full-Time
Salary: ₱35,000/month

About the Role

We are looking for a Legal Assistant – Intake Specialist to join our team and provide dedicated support to a U.S.-based law firm.

This role focuses primarily on client intake and initial case information gathering. The Intake Specialist will communicate with prospective and existing clients, gather relevant information about their legal concerns, document case details accurately, and ensure that information is properly relayed to the law firm.

Our company operates in a BPO/call-center environment, providing dedicated operational support to a U.S. law firm.

Key Responsibilities

• Handle inbound and outbound communications with prospective and existing clients through phone, SMS, and email.
• Conduct initial client intake by gathering relevant information about the client's situation and legal concerns.
• Ask appropriate questions to understand and document the basic details of a potential case.
• Accurately record client information, case details, and communications in the appropriate systems.
• Ensure intake records are complete, organized, and up to date.
• Coordinate and relay relevant client information to the appropriate legal team.
• Follow established client intake procedures, scripts, and communication guidelines.
• Follow up with prospective clients when additional information or documentation is needed.
• Maintain professionalism, confidentiality, and a client-focused approach in all interactions.
• Work closely with the law firm's team to support an efficient and organized intake process.

Qualifications

• Bachelor’s degree in Legal Management, Political Science, Paralegal Studies, or a related field is preferred.
• Candidates with an academic background or coursework in law or legal studies are welcome to apply.
• Previous experience in customer service, BPO, sales, legal support, client intake, or a related field is an advantage but not required.
• Strong verbal and written English communication skills.
• Comfortable handling phone calls and communicating professionally with clients.
• Strong attention to detail and accurate documentation skills.
• Able to ask appropriate questions and effectively gather information.
• Comfortable working with computers and multiple applications.
• Willing to learn U.S. legal intake processes and procedures.
• Able to work independently while following established procedures and instructions.
• Willing to work night shift and onsite in Ortigas, Pasig.

Preferred Qualifications

• Experience working with U.S.-based clients or companies.
• Background or experience in a law firm, legal support, legal process outsourcing, or client intake environment.
• Experience in appointment setting, lead qualification, sales, customer service, or other client-facing roles.
• Familiarity with legal terminology or U.S. legal processes is an advantage.
• Strong organizational and multitasking skills.

What We Offer

• ₱35,000 monthly salary
• Full-time employment
• On-site work environment in Ortigas, Pasig
• Night shift schedule
• Opportunity to support a U.S.-based law firm
• Exposure to U.S. legal intake and law firm operations
• Training and guidance provided