Legal Intake & Client Services Specialist | Hybrid, Night shift

MicroSourcing International; Philippines; Hybrid; PHP 201,000 - 312,000; Full time

Benefits offered by this job

Healthcare coverage on day one

Dependent coverage

Paid time-off with cash conversion

Group life insurance

Performance bonuses

Job summary

MicroSourcing is seeking a Legal Intake & Client Services Specialist to be the first point of contact for clients, conduct initial intake conversations, and prepare call summaries for attorney review. This role blends client service with basic legal knowledge in a hybrid, night-shift environment in Eastwood, Quezon City.

You will document interactions in the CRM, route urgent matters, maintain organized client records, and support attorneys and staff with professional communications.

Qualifications

• Previous experience in legal intake, legal assistance, reception, customer service, or call center environments.
• Foundational understanding of legal terminology and processes.
• Excellent verbal and written communication skills.
• Strong active listening, interpersonal, and client service skills.
• Ability to assess inquiries and escalate matters appropriately.
• Strong organizational skills and attention to detail.
• Proficiency with Microsoft Office and CRM or case management systems.
• Ability to manage multiple inquiries while maintaining accuracy, professionalism, and responsiveness.

Responsibilities

• Serve as the first point of contact for clients via inbound calls and website inquiries.
• Conduct initial intake conversations to gather relevant information about clients and matters.
• Use basic legal terminology to identify the nature of inquiries and provide general information.
• Prepare accurate call summaries and client intake synopses for attorney review.
• Document client interactions and follow-up requirements in the CRM/case management system.
• Handle communications with clients, opposing counsel, and external contacts professionally.
• Assess inquiries and route or escalate based on urgency to the appropriate attorney.
• Maintain organized client records and follow intake procedures and service standards.
• Handle confidential client information with discretion and professionalism.
• Provide general administrative and client communication support as needed.

Skills

Excellent verbal and written comms

Active listening

Strong organizational skills

Assess inquiries & escalate

Client service orientation

Interpersonal skills

Multitasking

Tools

Microsoft Office

CRM / case management systems

Job description

Position:

Legal Intake & Client Services Specialist

Location:

Eastwood, Libis, Quezon City

Work setup & shift:

Hybrid, Night shift

Why join MicroSourcing

You’ll Have

Competitive Rewards:

Enjoy above-market compensation, healthcare coverage on day one, plus one or more dependents, paid time-off with cash conversion, group life insurance, and performance bonuses.

A Collaborative Spirit:

Contribute to a positive and engaging work environment by participating in company-sponsored events and activities.

Work-Life Harmony:

Enjoy the balance between work and life that suits you with flexible work arrangements.

Career Growth:

Take advantage of opportunities for continuous learning and career advancement.

Inclusive Teamwork:

Be part of a company that celebrates diversity and fosters an inclusive culture.

Your Role

As a Legal Intake & Client Services Specialist, you will:

• Serve as the first point of contact for prospective and existing clients through inbound phone calls and website inquiries.
• Conduct initial intake conversations to gather relevant information about prospective clients and their legal matters.
• Use foundational legal knowledge and terminology to understand inquiries, identify the nature of potential cases, and provide general information without providing legal advice.
• Prepare accurate and detailed call summaries and client intake synopses for attorney review.
• Document client interactions, case information, and follow-up requirements accurately in the firm’s CRM or case management system.
• Handle communications from current clients, opposing counsel, real estate professionals, and other external contacts professionally.
• Assess inquiries and route or escalation calls to the appropriate attorney or internal team member based on the nature and urgency of the matter.
• Maintain organized client records and follow established intake procedures and service standards.
• Handle sensitive client and case information with professionalism, discretion, and confidentiality.
• Provide general administrative and client communication support as needed.

What You Need

Non-negotiables

• Previous experience in legal intake, legal assistance, reception, customer service, or call center environments.
• Foundational understanding of legal terminology and processes.
• Excellent verbal and written communication skills.
• Strong active listening, interpersonal, and client service skills.
• Ability to assess inquiries, prioritize requests, and escalade matters appropriately.
• Strong organizational skills and attention to detail.
• Proficiency with Microsoft Office and CRM or case management systems.
• Ability to manage multiple inquiries while maintaining accuracy, professionalism, and responsiveness.

Preferred Skills/expertise

• Experience working in a law firm or legal services environment.
• Familiarity with legal intake procedures and client onboarding.
• Experience preparing client summaries, case notes, intake documentation, or similar records.
• Experience handling confidential and sensitive client information.
• Strong judgment and professionalism when interacting with clients and external contacts.
• Ability to work independently while collaborating effectively with attorneys and internal teams.

About MicroSourcing

With over 9,000 professionals across 13 delivery centers, MicroSourcing is the pioneer and largest offshore provider of managed services in the Philippines.

Our commitment to 100% YOU

MicroSourcing firmly believes that our company's strength lies in our people's diversity and talent. We are proud to foster an inclusive culture that embraces individuals of all races, genders, ethnicities, abilities, and backgrounds. We provide space for everyone, embracing different perspectives, anding to opportunities for each individual to thrive.

At MicroSourcing, equality is not merely a slogan – it's our commitment. Our way of life. Here, we don't just accept your unique authentic self - we celebrate it, valuing every individual's contribution to our collective success and growth.

Join us in celebrating YOU and your 100%!

For more information, visit MicroSourcing.

Terms & conditions apply.