Remote Intake Specialist for Lawfirm Company

Pearl

1d • Remote

About The Position

A boutique appellate law firm is hiring a Legal Intake Specialist to serve as the first point of contact for prospective clients and convert inbound inquiries into booked consultations and signed engagements. Operating at a premium price point, the firm serves professional clients navigating high-stakes appeals after an unfavorable trial outcome. It is a small, fast-growing practice in startup mode, where precision and a polished client experience define the brand and every client touchpoint carries weight. Day-to-day, the Specialist manages inbound calls, screens prospects for qualified appeals work, books consultations, and prepares engagement agreements using a custom contract-automation tool. Success means error-free agreements, accurately spelled names and correct figures, and consistently professional written and phone communication that protects the firm's reputation.

Requirements

• Experience in a phone-based client intake, customer service, or front-desk role handling inbound calls and prospect screening.
• Hands-on experience drafting client-facing written communication (emails, documents) with accurate spelling, grammar, and formatting.
• Experience preparing contracts, engagement agreements, or templated documents requiring accurate numerical data entry and calculations.
• Demonstrated ability to manage multiple concurrent prospects and follow-ups using scheduling, CRM, or practice-management tools.
• Proficiency with business productivity and communication tools (email, video conferencing, VoIP/phone systems).
• Experience serving professional or high-expectation clientele.
• C1+ English (CEFR) for real-time phone communication and client-ready written correspondence.

Nice To Haves

• Prior experience in a legal services or law firm environment.
• Familiarity with Clio Grow, Clio Manage, or comparable legal practice management software.
• Experience with Dialpad or comparable VoIP phone systems.
• Experience with document-automation tools (e.g., Gavel) or e-signature platforms.

Responsibilities

• Serve as the first point of contact for prospective clients.
• Convert inbound inquiries into booked consultations and signed engagements.
• Manage inbound calls.
• Screen prospects for qualified appeals work.
• Book consultations.
• Prepare engagement agreements using a custom contract-automation tool.

Benefits

• Competitive Salary: Based on experience and skills
• Remote Work: Fully remote—work from anywhere
• Team Incentives: Recognition for maintaining 100% CRM hygiene and on-time reporting
• Generous PTO: In accordance with company policy
• Health Coverage for PH-based talents: HMO coverage after 3 months for full-time employees
• Direct Mentorship: Guidance from international industry experts
• Learning & Development: Ongoing access to resources for professional growth
• Global Networking: Connect with professionals worldwide

What This Job Offers

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