Legal Intake Specialist - Remote

Overview

We are looking for a Legal Intake Specialist to enhance case conversions through a voice-based intake system. This role primarily focuses on outbound calls, but may also involve handling inbound calls as needed, guiding potential clients through the intake process, and accurately capturing case details.

In Short

• Make outbound calls to follow up on leads from marketing campaigns, online forms, or referrals.
• Handle inbound calls as needed to support team collaboration and workflow continuity.
• Adhere to a structured outbound script while building rapport and handling objections.
• Consistently meet daily and weekly call volume targets and conversion benchmarks.
• Accurately capture and update client information using CRM tools.
• Manage rejections professionally and escalate qualified leads efficiently.
• Provide clear and timely updates on availability, performance blockers (e.g., headset issues), or missed targets.
• Participate in coaching sessions and apply feedback proactively.
• Maintain transparency and accountability in daily work logs and call quality.

Requirements

• Strong communication skills.
• Experience with CRM tools.
• Ability to handle objections and rejections professionally.
• Proven track record of meeting call volume targets.
• Willingness to work night shifts.

Benefits

• Work from home flexibility.
• Opportunity for professional growth.
• Supportive team environment.