Legal Intake Specialist

VirtueStaff LLC; Philippines; Remote; PHP 240,000 - 360,000; Full time

Benefits offered by this job

Work From Home

Performance Bonus

Job summary

VirtueStaff LLC is seeking an ambitious Legal Intake & Sales Specialist to act as the link between prospective clients and the law firm. You will manage inbound calls, conduct intake interviews, qualify leads, and convert inquiries into retained clients.

In this role you will combine strong customer service, receptionist experience, and consultative sales to schedule consultations, present firm services, and log all interactions in the CRM with precision. English communication must be excellent.

Qualifications

• Prior intake experience in a legal practice.
• Strong sales background with consultative selling.
• Experience in receptionist/front desk roles with high-volume calls.
• Proficient English communication.

Responsibilities

• Answer inbound client calls professionally.
• Conduct intake interviews to screen potential clients.
• Explain legal services and guide to consultation or retainer.
• Schedule consultations with legal staff and send retainer agreements.
• Follow up with leads to improve conversions.
• Log data in CRM and maintain case notes.

Skills

Client intake

Sales closing

Customer service

CRM data entry

English communication

Tools

CRM software

Job description

VirtueStaff is looking for an ambitious and results-driven Legal Intake & Sales Specialist on behalf of our law firm client. In this role, you will act as the crucial link between prospective clients and the firm, managing inbound calls, conducting thorough intake interviews, and guiding leads through the decision to hire the firm. This position demands a mix of polished customer service, receptionist proficiency, and strong sales ability to build immediate rapport, qualify potential cases, and convert inquiries into retained clients.

Responsibilities

• Answer inbound client calls promptly and professionally while representing the firm with excellent phone etiquette.
• Conduct structured intake interviews to screen potential clients, collect accurate case details, and determine eligibility based on firm criteria.
• Utilize sales techniques and active listening to articulate the firm's legal services, overcome prospect hesitation, and ask for the consult or agreement signature.
• Schedule consults with legal staff or send retainer agreements directly to prospective clients following successful intake calls.
• Follow up consistently with uncommitted leads, web inquiries, and missed inbound opportunities to maximize client conversion rates.
• Log all incoming call data, case notes, consult schedules, and lead statuses accurately within the firm's CRM or legal management software.

Requirements

• Prior experience conducting client intake within a legal practice environment is required.
• Strong sales background with demonstrated success in consultative selling, closing agreements, or handling objections over the phone.
• Experience in receptionist, front desk, or high-volume call handling roles with an emphasis on customer service.
• Direct working experience within the legal industry is strongly preferred.
• Excellent verbal and written communication skills in English with a professional, empathetic phone demeanor.
• High attention to detail when documenting client case facts, entering CRM records, and routing information to legal teams.

Benefits

• Work From Home
• Performance Bonus