Consultation Appointment Specialist - Legal Intake (Remote)

LegalMatch

14h • Remote

About The Position

The Consultation Appointment Specialist handles legal intake, case screening, outbound lead follow-up, and consultation scheduling. The role works with potential clients and attorneys while following account-specific workflows and guidelines. It also supports administrative coordination and uses AI and other tools to improve productivity, documentation, and follow-up, with outputs checked for accuracy.

LegalMatch Philippines describes its environment as dynamic and innovative, offering opportunities to grow and make an impact in legal technology while collaborating with a team.

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.
• Proactive and outcome-oriented approach.
• Problem-solving ability.
• Ability to work effectively under pressure and resolve issues efficiently.
• Commitment to continuous improvement and enhancing processes and systems.
• Collaboration skills.

Responsibilities

• Make outbound calls to potential clients, guide them through intake, and schedule consultations.
• Schedule appointments across multiple attorney calendars and time zones.
• Follow up with leads to encourage 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 affect the consultation process.
• Collaborate with internal team members to support smooth handoffs and clear communication.
• Provide basic administrative and coordination support related to scheduling and intake.
• Use AI and available tools to improve productivity, documentation, and follow-up, and check results for accuracy.

What This Job Offers

• Job Type: Full-time
• Education Level: No Education Listed