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Europe Latin America 2w PTO

  • Handle inbound calls from potential clients with empathy, professionalism, and active listening.
  • Qualify leads by gathering relevant information and scheduling consultation appointments.
  • Maintain accurate intake documentation within legal CRM systems.

Communication CRM Management Attention To Detail

20 jobs similar to Legal Intake Specialist

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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.

Veta Virtual is a remote staffing company that hires for law firms, including a firm specializing in family law, criminal defense, and estate planning. They offer a supportive culture through remote teams and value reliability, empathy, and results.

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 3w PTO

  • Work independently to handle a high volume of calls and messages, engaging new inbound leads quickly via phone, text, and email.
  • Schedule and conduct detailed phone interviews to assess case potential, qualifying and signing potential clients using a soft sales approach.
  • Manage and track prospect pipeline with lead management software, meeting staffing needs for a Wednesday-Sunday shift.

The Advocates is a growing personal injury law firm with branches across the United States. We are dedicated to representing victims of accidents with kindness and respect, and our team genuinely cares about getting the best results for our clients.

$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.

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

  • 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.

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

  • Answer incoming calls from clients in a professional and courteous manner.
  • Follow up with customers regarding inquiries, appointments, and ongoing requests.
  • Prepare and send estimates accurately and in a timely manner.

We are a company providing customer service solutions. We are a supportive team offering long-term remote opportunities and professional growth.

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

  • Oversee end-to-end legal case processing for immigration, family, and business matters, ensuring accuracy and compliance.
  • Supervise and guide legal assistants and paralegals, assigning tasks and reviewing work quality.
  • Coordinate communication with clients, attorneys, and government agencies to ensure timely case progression.

Our partner is a legal services firm specializing in immigration, family, and business law. They operate in a fast-paced, human-centered environment with a focus on client impact and service quality, and are experiencing growth.

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.

$500–$500/mo
Global

  • Manage inbound and outbound client calls, screen and route calls, and follow up with clients.
  • Handle email communications, prepare agency communications, and maintain organized email records.
  • Perform CRM and database cleanup, update client information, and support pipeline management.

A&I Insurance is an insurance agency that provides client communications, administrative tasks, and database maintenance to support financial planning services. The agency is growing and offers a flexible work-from-home arrangement with a professional work environment and supportive leadership.

Global

  • Manage high-volume inbound and outbound calls professionally, scheduling appointments and assisting patients.
  • Verify patient information, document interactions, and escalate complex issues while following HIPAA regulations.
  • Collaborate with clinical and administrative teams to ensure seamless patient experience and meet performance goals.

C2Q Health Solutions offers management services tailored to healthcare providers, drawing on leadership experience in administrative solutions for managed long-term care, home care, and community health plans. The company supports organizational growth with a range of functions, operating as a remote team.

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.

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.

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.

$47,500–$55,000/yr
US Unlimited PTO

  • Conduct high-volume outbound calls to secure appointments for orthodontic and dental practices.
  • Follow up consistently with warm leads via calls, texts, and emails to ensure no missed opportunities.
  • Maintain detailed records in CRM and manage multiple practice pipelines to maximize conversion rates.

HIP helps orthodontic and dental practices fill their schedules by engaging warm leads via calls, texts, and emails. The team operates remotely with a focus on high-volume outbound calling and meticulous follow-up.