Consultation Appointment Specialist

2 days ago

Pasig, Metro Manila, Philippines LegalMatch Remote Full-time ₱360,000 - ₱480,000 Contract

Consultation Appointment Specialist - Legal Intake (Remote)

Department: Operations

Employment Type: Full Time

Location: Philippines

Description

We're seeking a focused and organized Consultation Appointment Specialist to handle legal intake, case screening, outbound lead follow-up, and consultation scheduling. You'll work with potential clients and attorneys while following account-specific workflows and guidelines

Your responsibilities include:

  • Make outbound calls to potential clients, guiding them through the intake process and scheduling consultations
  • Scheduling appointments across multiple attorney calendars and time zones
  • Follow up with leads to ensure engagement and maximize consultation conversion rates
  • Accurately document lead activity and status updates in CRM and tracking tools
  • Identify and elevate potential issues that could delay or impact the consultation process
  • Collaborate with internal team members to ensure smooth handoffs and clear communication
  • Support basic administrative and coordination tasks related to scheduling and intake
  • Use AI and available tools to improve productivity, documentation, and follow-up while checking results for accuracy.

Requirements:

  • Experience in legal intake and case screening; related legal client service or appointment-setting experience may be considered.
  • Experience with outbound lead follow-up, client communication, and consultation scheduling.
  • Ability to identify basic case qualifications and exclusions and follow detailed workflows accurately.
  • Strong written and verbal English communication skills.
  • Experience with CRM, Slack, Notion, Trello, Calendly, or similar tools.
  • Practical experience using AI tools to improve productivity and work quality, with the ability to validate AI-assisted outputs

We're looking for someone who is:

  • Proactive and outcome-oriented
  • A problem-solver
  • Has the ability to work effectively under pressure and resolve issues efficiently
  • Passionate about continuous improvement, consistently seeking opportunities to enhance processes and systems
  • Skilled in collaboration

At LegalMatch Philippines, we offer a dynamic and innovative environment where you can grow and make a real impact in legal tech. Join our team, collaborate with passionate individuals, and take the next step in your career.