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Consultation Appointment Specialist - Legal Intake (Remote)

LegalMatch

Role overview

Qualifications

  • Experience in legal intake and case screening
  • Experience with outbound lead follow-up, client communication, and consultation scheduling
  • Strong written and verbal English communication skills
  • Experience with CRM, Slack, Notion, Trello, Calendly, or similar tools

Responsibilities

  • Make outbound calls to potential clients, guiding them through the intake process and scheduling consultations
  • Schedule appointments across multiple attorney calendars and time zones
  • Follow up with leads to ensure engagement and maximize consultation conversion rates
  • Collaborate with internal team members to ensure smooth handoffs and clear communication

Key facts

Hard skills

Other skills

  • Communication
  • Problem Solving
  • Collaboration
  • Time Management

About the company

LegalMatch logo

LegalMatch

  • Legal Services
  • SME
  • 51–200
LegalMatch was established in 1999 as a free, Web-based exchange to help individuals and small businesses make educated decisions when choosing a lawyer. Today, LegalMatch is the industry leader in legal marketing through our attorney/client matching services and is the best way to find the right lawyer. We are the premier marketing partner providing Legal Marketing Services for the solo and small firm attorney. Powered by leaders in engineering, law, membership services, marketing and administration, LegalMatch operates in all 50 states, and has developed a comprehensive team of legal marketing specialists that serve both consumers and the legal profession. The company is based in San Francisco, CA with offices in Austin, TX, Las Vegas, NV, and Reno, NV. "LegalMatch helps clients find the right attorney and attorneys effectively market their practice."​
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Job description

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! 

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