Legal Intake Specialist at Optimum Legal | Torre
Legal Intake Specialist
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Optimum Legal

Legal Intake Specialist

Optimum Legal
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(46) info
Emma
Emma
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Full-time
Compensation USD800/month
Non-negotiable
location_on
Remote (for Colombia residents)
Remote (for México residents)
Remote (for Venezuela residents)
Remote (for Dominican Republic residents)
flightsmode
Visa sponsorship: No
Posted 11 months ago

Responsibilities

Key Responsibilities. Client Intake + Sales. * Answer all inbound calls and email inquiries in real time. * Conduct intake screening to determine case type and lead qualification. * Convert qualified leads into paid consultations. * Follow up with warm leads through scheduled follow-ups and CRM sequences. * Maintain weekly conversion metrics. Client Communication. * Provide exceptional customer service and a positive first impression. * Manage appointment scheduling in the firm calendar. * Send text and email reminders to confirm consultations. * Handle client onboarding steps after attorney approval, including sending retainers and collecting documents. Administrative + CRM Management. * Enter all lead details accurately into the CRM (Clio, MyCase, Lawmatics, or similar). * Ensure calls, follow-ups, and notes are properly documented. * Track and report daily and weekly KPIs, including consultations booked, conversion rate, and follow-ups made. Marketing Coordination. * Review incoming leads from PPC campaigns, Google My Business, website forms, and referral partners. * Coordinate referrals to and from partner companies. * Support short-term and long-term marketing funnels. Requirements. * Fluent in English (written and spoken) with an accent-neutral or near-neutral tone. * Prior intake experience in a U.S.-based law firm preferred. * Strong understanding of sales, persuasion, and objection handling. * Excellent phone presence and professionalism. * Highly organized, punctual, and detail-oriented. * Comfortable using: * CRM systems. * Google Workspace. * Slack or similar platforms. * VOIP phone systems. * Ability to work independently with minimal supervision. * Reliable internet connection and a quiet workspace.
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