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Legal Intake Specialist
Wing Assistant. Answer inbound calls from potential new clients as a professional first point of contact .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates strong client-facing communication skills and excels in customer service roles, with proficiency in Microsoft Office and a detail-oriented approach to client documentation and onboarding processes.
Highest-signal resume keywords
Client-Facing Customer ServiceExcellent Verbal And Written CommunicationProficient In Microsoft ExcelDetail-Oriented Organizational SkillsSelf-Motivated And Proactive
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Client Evaluation ToolsData EntrySpreadsheet ManagementLegal Intake ProcessDocumentation Maintenance
Soft Skills
Compassionate And EmpatheticPositive And EnergeticReliable And Quick To Learn
Tools & Technologies
Customer Management SystemMicrosoft OfficeUSB Headset With Noise CancellationWorking WebcamInternet Service
Certifications & Qualifications
High School DiplomaDISC Assessment
Industry Keywords
Legal Strategy SessionsClient OnboardingInbound CallsProspective ClientsClerical Tasks
About the role
Key responsibilities & impact- Answer inbound calls from potential new clients as a professional first point of contact
- Screen and qualify incoming calls using structured client evaluation tools
- Communicate the firm's value and explain legal strategy sessions
- Schedule legal strategy sessions using the customer management system
- Follow up with prospective clients and guide them through the legal intake process
- Perform clerical tasks including paperwork, spreadsheet management, text messages, and email follow-ups
- Maintain accurate and timely documentation of client interactions
- Organize paperwork and complete data entry for new client onboarding
- Work 8:00 AM–5:00 PM Eastern Standard Time (EST)
Requirements
What you’ll need- Demonstrated success in a client-facing customer service or sales role
- Excellent verbal and written English communication skills
- Confident and professional when handling phone conversations
- Compassionate, empathetic, and committed to excellent customer service
- Positive, energetic, and motivated by goals and delivering a superior client experience
- Self-motivated, reliable, quick to learn, and proactive
- Detail-oriented with strong organizational skills
- High school diploma required
- Proficient in Microsoft Office, especially Microsoft Excel
- Brief cover letter explaining qualifications, customer service approach, and interest in the role
- Willing to submit a DISC Assessment for personality evaluation
- USB headset with noise cancellation
- Working webcam
- Computer with at least 1.8 GHz processor and at least 4GB RAM
- Main internet service speed of at least 25 Mbps cable connection
- Backup internet service speed of at least 10 Mbps
- Applicants must be based in the Philippines / location listed as Philippines
Benefits
Comp & perks- Health Insurance (HMO)
- Performance Incentives
- Job Security and Stability
- Paid Training
- Inclusive Culture
- Upskilling Opportunities
- 100% Work-From-Home
- Exceptionally Supportive Team
- Opportunities for Career Growth
- Fun Work Environment
- Holiday & Overtime Pay
- Affiliate Marketing Program referral earnings of up to $30 if a referral is hired