Source Job

Latin America Europe 2w PTO

  • Handle inbound calls from potential clients, qualifying leads and booking consultations with empathy and professionalism.
  • Complete intake documentation accurately in Lawmatics and follow up with leads to keep them engaged until their appointment.
  • Participate in weekly coaching sessions to improve conversion skills and meet a target of 15 booked consultations per week.

Sales Communication CRM

20 jobs similar to Legal Intake Specialist

Jobs ranked by similarity.

Latin America Europe 2w PTO

  • Answer incoming customer phone calls and guide vehicle sellers through the online listing and auction process.
  • Accurately document every customer interaction in the CRM and coordinate with the Listing Team for seamless handoffs.
  • Monitor and respond to customer emails, escalating complex issues to the appropriate team member when needed.

Veta Virtual is a virtual staffing company that hires for high-growth clients in the online vehicle sales industry. They offer a collaborative and supportive remote work culture with a focus on customer success.

US

  • Serve as the primary point of contact for personal injury clients throughout intake and early case management, managing high-volume caseloads daily.
  • Handle 50+ inbound and outbound client calls per day while coordinating with medical providers and insurance carriers to ensure case progression.
  • Maintain accurate documentation and case files, ensuring timely follow-up and preparation for attorney review or transfer to the appropriate department.

The Ward Law Group is a personal injury law firm recognized as one of the Best Places to Work. The firm is growing nationally with offices in Miami Lakes, Manhattan, and Orlando, fostering a culture of faith, accountability, leadership, and service.

$650–$1,200/mo
Global

  • Provide legal administrative support including case organization, calendar management, and document filing.
  • Perform data entry and financial record management using Excel for guardianship accounting tasks.
  • Communicate with clients, courts, and third parties via email and phone, with Spanish proficiency a plus.

Assist World is a platform connecting virtual assistants with clients. They offer 100% remote positions and emphasize a no-tracker work culture.

US

  • Answer, screen, and route incoming calls, take messages, and log calls in the document management system.
  • Obtain insurance coverage, follow up on medical treatment, and request medical records from providers.
  • Communicate with insurance companies and perform additional administrative and case-related duties as assigned.

The Ward Law Group is recognized as one of the Best Places to Work, serving the community with compassion and excellence. The firm has offices in Miami Lakes, Manhattan, and Orlando, and is expanding to New Jersey and Texas, fostering a culture of faith, accountability, leadership, loyalty, and service.

Philippines

  • Handle inbound and outbound calls from clients seeking pre-settlement funding
  • Gather accurate case information and assess eligibility
  • Coordinate with attorneys and law firms to collect documentation

Arvios provides pre-settlement funding services to clients. They emphasize a remote work culture and offer leadership development programs.

Global

  • Conduct new client intakes and intake processing.
  • Request and process medical records and medical bills through external portals.
  • Provide light administrative legal support and make outbound client calls.

Job Duck connects ambitious individuals with remote job opportunities at US-based employers. The company has earned the Great Place to Work Certification every year since 2022, emphasizing a supportive and enjoyable culture.

Global

  • Qualify inbound and outbound leads, assessing eligibility and booking high-quality appointments for licensed agents.
  • Identify qualifying life events (QLEs) and pre-screen clients for ACA and private PPO options.
  • Maintain accurate CRM records and follow up with leads via text and email campaigns.

We are a U.S.-based health insurance agency focused on qualifying leads and booking appointments for licensed agents. We are a growing company with a remote team culture.

US

  • Make high-volume outbound cold calls to prospective customers.
  • Qualify leads using client-provided criteria.
  • Schedule appointments for sales representatives.

Bullpen Talent connects exceptional remote professionals with growing U.S. companies. We place experienced remote professionals with high-quality U.S. companies, offering long-term fully remote opportunities.

$40,000–$47,000/yr
US Unlimited PTO

  • Answer inbound calls for multiple law firms with professionalism and warmth.
  • Route calls to appropriate staff and document communications clearly.
  • Build trust by providing a calm, compassionate experience for stressed callers.

Finch builds infrastructure to make justice accessible by automating consumer law, starting with personal injury. They've grown 10x, raised a $20M Series A backed by Sequoia and Redpoint, and prioritize human-led cases working with expert operators and AI.

Global

  • Handle inbound and outbound calls and follow up with leads until resolution.
  • Maintain clean CRM records and manage pipeline with high organization.
  • Collaborate with the team via Slack and deliver a world-class client experience.

Mexico

  • Make 150+ outbound calls per day to prospective customers across the United States.
  • Prospect through phone, email, and LinkedIn to generate new sales opportunities.
  • Qualify prospects by understanding their business needs and schedule qualified meetings for the US sales team.

Z1 Tech helps businesses grow by delivering real-time lead subscriptions that drive more conversations and closed revenue. We are a global organization with offices in the USA, Canada, and India, growing from five team members to more than 180 employees worldwide while maintaining a startup energy.

$57,150–$66,040/yr
Europe

  • Identify and engage high-potential prospects for Tremendous' outbound motion in European markets.
  • Cold call extensively, aiming for 100 calls per day, and book meetings over the phone as primary outreach.
  • Collaborate with Account Executives and cross-functional teams to shape sales strategy and build pipeline.

Tremendous is a platform that enables bulk payouts to people in over 230 countries, used by over 20,000 companies including Google, MIT, and United Way. The company is fully remote with a high-documentation, low-meeting culture, and is profitable and growing without outside investors.

US Unlimited PTO

  • Own the full sales cycle and win new plaintiffs law firm clients across the largest segment.
  • Build pipeline through outbound, referrals, events, and partnerships, with up to 50% travel.
  • Navigate multi-stakeholder buying processes and consistently exceed revenue targets.

Eve is redefining legal technology for plaintiff law firms, helping firms handle more cases and recover more for clients with AI that works across every stage of a case. Backed by top investors and trusted by over 1,000 law firms, the team is built by engineers and operators from top tech companies and is growing fast.

Latin America Europe 2w PTO

  • Own the full sales cycle from prospecting to closing, targeting U.S. home-services business owners.
  • Build strategic partnerships and run multi-channel outreach including cold calls, emails, and LinkedIn.
  • Manage a clean CRM pipeline in GoHighLevel and attend weekly reviews to drive performance.

Veta Virtual is a talent solutions company that connects high-growth clients with skilled professionals. They focus on a supportive, performance-driven culture with remote teams.

Global

  • Perform outbound cold calls using Mojo Power Dialer for lead generation and appointment setting.
  • Maintain CRM with organized notes, follow-up reminders, and lead tracking.
  • Provide administrative support including listing paperwork and transaction coordination tasks.

20four7VA is a company that provides offshore independent contractors to deliver remote services to clients worldwide. They offer various open roles, weekly payments, free training, and a supportive community.

Brazil

  • Manage inbound calls to understand candidate qualifications and recommend suitable job opportunities.
  • Oversee an AI-powered recruiting platform by reviewing recommendations and maintaining CRM accuracy.
  • Follow up with candidates, address concerns, and ensure smooth progression through the hiring pipeline.

My Hero VA provides virtual assistant services to businesses, including customer support for an AI-powered hiring platform. The company is growing and seeks candidates who are comfortable with AI tools and remote work.

$45,000–$137,409/yr
US

  • Manage live inbound calls using a consultative, needs-based approach to guide clients through enrollment.
  • Overcome objections with confidence, empathy, and integrity while meeting performance goals.
  • Collaborate with management for ongoing coaching and development in a remote environment.

TurboDebt helps people regain control of their finances and build a path toward a debt-free future. With over 300 team members across the country, they provide customized repayment solutions in a supportive, performance-driven culture.

Spain

  • Act as the primary point of contact for clients, ensuring timely and accurate delivery of legal entity management services.
  • Maintain accurate records, monitor legal compliance, and coordinate with internal teams and external service providers.
  • Develop client relationships, provide guidance on best practices, and support the development of new services.

HSP Group is the premier provider of global expansion services, helping companies simplify international operations. With a focus on scale-up organizations and innovative technology firms, HSP is positioned as a trusted global partner, offering a comprehensive suite of services across legal entity setup, HR, payroll, compliance, tax, and advisory.

US

  • Engage with inbound customer inquiries and identify needs through consultative sales interactions.
  • Achieve sales targets by promoting products and services and communicating value effectively.
  • Build strong customer relationships through active listening, empathy, and problem-solving.