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
