Legal Intake Specialist / Client Support Representative

Cloudstaff Philippines Inc.; Cebu City; On-site; PHP 300,000 - 420,000; Full time

Job summary

Cloudstaff Philippines Inc. is seeking a detail-oriented Legal Intake Specialist / Client Support Representative to join our Cebu team. The role involves conducting client intakes, gathering documentation, and maintaining case records while delivering professional service in a fast-paced environment.

The ideal candidate has experience supporting U.S. clients in legal or financial services, excels at documentation, and communicates clearly with clients over the phone.

Qualifications

• Minimum of 2 years of experience in customer service or legal intake.
• Experience supporting U.S. clients in legal/financial services.
• Proficient English communication with clients.
• Ability to document conversations accurately and timely.

Responsibilities

• Conduct initial client intake interviews and gather required case information.
• Collect, review, organize, and maintain legal and financial documentation.
• Maintain accurate client records within CRM and case management systems.
• Follow up with clients for missing documents and required information.
• Handle inbound/outbound phone calls, emails, and texts with professionalism.
• Document all client conversations and case activity accurately.
• Assist attorneys, paralegals, negotiators, and account managers with admin support.
• Identify urgent legal matters and elevate them appropriately.
• Respond to customer service inquiries related to debt settlement and legal processes.
• Maintain confidentiality of all client information.

Skills

Customer service

Legal intake

Client support

Communication with US clients

Tools

Salesforce

HubSpot

Zoho CRM

Job description

Job Description

We are seeking a detail-oriented, compassionate, and customer-focusedLegal Intake Specialist / Client Support Representative to join our growing team.

This role supports our Legal and Client Services departments by conducting client intakes, gathering required documentation, maintaining accurate case records, and providing exceptional customer service throughout the debt settlement process.

The ideal candidate has experience supporting U.S. clients in a legal, financial services, collections, debt settlement, or customer service environment. They are comfortable speaking with clients over the phone, documenting conversations, collecting information, managing case-related documentation, and providing professional service in a fast-paced environment.

Candidates with experience as a Paralegal, Legal Assistant, Legal Intake Specialist, Case Manager, Customer Service Representative, Collections Representative, or Financial Services Representative are encouraged to apply.

Key Responsibilities

• Conduct initial client intake interviews and gather all required case information.
• Collect, review, organize, and maintain legal and financial documentation.
• Maintain accurate client records within CRM and case management systems.
• Follow up with clients regarding missing documents, signatures, and required information.
• Handle inbound and outbound phone calls, emails, and text messages with professionalism and empathy.
• Accurately document all client conversations and case activity.
• Assist attorneys, paralegals, negotiators, and account managers with administrative and case support.
• Identify urgent legal matters and elevate them appropriately.
• Respond to customer service inquiries related to debt settlement and legal processes.
• Maintain confidentiality of all client information.
• Manage multiple cases simultaneously while meeting quality and productivity expectations.
• Learn and effectively utilize multiple software platforms and internal systems.

What Success Looks Like

Successful team members consistently:

• Complete accurate and timely client intakes.
• Maintain organized and detailed case records.
• Follow up promptly on outstanding client documentation.
• Provide exceptional customer service during every client interaction.
• Meet quality assurance and productivity expectations.
• Effectively communicate with attorneys, negotiators, and internal departments.
• Handle sensitive client situations with professionalism and empathy.
• Help clients navigate the debt settlement process with confidence and care.

What We Offer

• Stable, full-time employment with a growing U.S.-based company.
• Competitive compensation and benefits through Cloudstaff.
• Comprehensive training and ongoing professional development.
• Opportunities for career advancement and internal promotion.
• Collaborative and supportive team environment.
• Long-term career growth within an expanding organization.

If you are passionate about helping people, enjoy working in a client-focused environment, and thrive in a fast-paced legal or financial services setting, we encourage you to apply.

Qualifications and Requirements

Required

• Minimum of 2 years of experience in customer service, legal intake, client support, collections, financial services, or a related field.
• Previous experience working in one or more of the following:

• Law firm
• Legal services provider
• Debt settlement company
• Collections agency
• Financial institution
• Consumer finance company
• Business Process Outsourcing (BPO) supporting U.S. clients

• Excellent written and verbal English communication skills with the ability to communicate confidently and professionally with U.S. clients.
• Strong phone etiquette and customer service skills.
• Comfortable handling a high volume of inbound and outbound client communications.
• Ability to accurately document conversations while speaking with clients.
• Highly organized with exceptional attention to detail.
• Strong time management and multitasking skills.
• Proficient with Microsoft Outlook, Word, and Excel.
• Comfortable learning CRM platforms, case management systems, and other business software.
• Ability to work full-time in the Cloudstaff office during U.S. business hours (8:00 AM – 5:00 PM PST).

Preferred Qualifications

• Experience as a Paralegal or Legal Assistant.
• Legal intake or case management experience.
• Experience working in debt settlement, consumer finance, bankruptcy, collections, or civil litigation.
• Experience using CRM platforms such as Salesforce, HubSpot, Zoho, or similar systems.
• Experience supporting U.S.-based clients.

Key Competencies

• Exceptional Customer Service
• Professional Verbal and Written Communication
• Client Intake and Case Management
• Legal and Financial Documentation
• Critical Thinking and Problem Solving
• Attention to Detail
• Time Management and Organization
• Multitasking
• Confidentiality and Professionalism
• Team Collaboration
• Adaptability in a Fast-Paced Environment
• Empathy and Compassion

Perks and Benefits

N/A