Consultation Appointment Specialist - Legal Intake

We’re seeking a focused and organized Consultation Appointment Specialist to handle legal intake, case screening, outbound lead follow-up, and consultation scheduling. You’ll work with potential clients and attorneys while following account-specific workflows and guidelines Your responsibilities include: - Make outbound calls to potential clients, guiding them through the intake process and scheduling consultations - Scheduling appointments across multiple attorney calendars and time zones - Follow up with leads to ensure engagement and maximize consultation conversion rates - Accurately document lead activity and status updates in CRM and tracking tools - Identify and escalate potential issues that could delay or impact the consultation process - Collaborate with internal team members to ensure smooth handoffs and clear communication - Support basic administrative and coordination tasks related to scheduling and intake - Use AI and available tools to improve productivity, documentation, and follow-up while checking results for accuracy. Requirements: - Experience in legal intake and case screening; related legal client service or appointment-setting experience may be considered. - Experience with outbound lead follow-up, client communication, and consultation scheduling. - Ability to identify basic case qualifications and exclusions and follow detailed workflows accurately. - Strong written and verbal English communication skills. - Experience with CRM, Slack, Notion, Trello, Calendly, or similar tools. - Practical experience using AI tools to improve productivity and work quality, with the ability to validate AI-assisted outputs We’re looking for someone who is: - Proactive and outcome-oriented - A problem-solver - Has the ability to work effectively under pressure and resolve issues efficiently - Passionate about continuous improvement, consistently seeking opportunities to enhance processes and systems - Skilled in collaboration At LegalMatch Philippines, we offer a dynamic and innovative environment where you can grow and make a real impact in legal tech. Join our team, collaborate with passionate individuals, and take the next step in your career. Apply today! Originally posted on Himalayas