Legal Intake Specialist – Asia/Pacific
Date Posted: July 19, 2021
Our rapidly-growing team is seeking a part-time legal intake specialist to join our team on a contract basis! You’ll survey prospective clients and communicate with them on the details of their case, manage new client onboarding and data entry, and help our lawyers book and manage their appointments. We will provide the necessary training and resources to help you in your role. If you’re located in Asia/Pacific Timezone, have prior customer service experience, great communication skills, and a passion for helping others, apply today!
Screen and respond in a timely manner to incoming consultation requests from potential clients
Supervise new client onboarding and current client files through the onboarding process
Communicate directly with clients via email and phone to make sure they complete the consultation onboarding process in a timely manner
Schedule video appointments in Microsoft Teams and Zoom platforms upon request from the client or lawyer
Contact the clients after the consultation has been completed to request feedback and answer their questions regarding representation with the firm
Manage and categorize the database of existing and prospective clients
Properly manage client payments with case management software
Collect statistical and analytical data from case management software
When needed, enter data about prospective clients in Asana and other CRM systems
Previous customer service or sales experience
Minimum language score CLB 9 (IELTS 8,7,7,7)
Outstanding communication skills and Client First mindset
Solid data entry, spreadsheet management, and attention to details
Proficiency with Microsoft Office products
Experience with Clio Case Management Software and Asana, an asset
To be negotiated based upon experience and qualifications
How to Apply
Send your CV and a cover letter, explaining your past experience and why you believe you are a great fit for this position. Specifically indicate if you have experience with Clio, Asana or any other CRM software.
Send your CV and cover letter to [email protected].
Only successful candidates will be contacted for an interview.
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