Remote Legal Intake & Client Onboarding Specialist

Wing Assistant; Philippines; Remote; PHP 480,000 - 502,000; Full time

Benefits offered by this job

Health Insurance (HMO)

Performance Incentives

Job Security and Stability

Paid Training

Inclusive Culture

Upskilling Opportunities

100% Work-From-Home

Supportive Team

Career Growth Opportunities

Fun Work Environment

Holiday & Overtime Pay

Job summary

Wing seeks a Legal Intake Specialist to start immediately. The role involves handling inbound calls, qualifying cases, and guiding new clients through the intake process. You will schedule sessions, manage communications, and maintain accurate records from a fully remote setup.

Requirements include excellent English communication, prior client-facing experience, and a high school diploma. The role supports a 8:00 AM – 5:00 PM EST schedule and offers multiple training and growth opportunities.

Qualifications

• Demonstrated success in a client-facing customer service or sales role.
• Excellent verbal and written English communication skills.
• Confident and professional when handling phone conversations.
• Compassionate and dedicated to client service.
• Positive, energetic, and motivated by goals.
• Self-motivated, reliable, quick to learn, proactive.
• Detail-oriented with strong organizational skills.

Responsibilities

• Answer inbound calls from potential new clients and provide a professional, welcoming first point of contact.
• Screen and qualify incoming calls to determine whether cases fall within the firm's practice focus using structured client evaluation tools.
• Clearly communicate the firm's value and explain its legal strategy sessions to potential clients.
• Schedule legal strategy sessions using the customer management system.
• Follow up with prospective clients and guide them through the legal intake process.
• Perform clerical tasks, including paperwork, spreadsheet management, text messages, and email follow-ups.
• Maintain accurate and timely documentation of client interactions.
• Organize paperwork and complete data entry to support the new client onboarding process.

Skills

Client-facing

English communication

Phone conversation

Empathy

Self-motivation

Detail-oriented

Learning agility

High school diploma

Microsoft Excel

Cover letter

DISC Assessment

Education

High School Diploma

College coursework preferred

Tools

Microsoft Excel

Job description

Wing seeks a Legal Intake Specialist to start immediately. The role involves handling inbound calls, qualifying cases, and guiding new clients through the intake process. You will schedule sessions, manage communications, and maintain accurate records from a fully remote setup.

Requirements include excellent English communication, prior client-facing experience, and a high school diploma. The role supports a 8:00 AM – 5:00 PM EST schedule and offers multiple training and growth opportunities.