Client Services Liaison

1 day ago

Tarlac City, Central Luzon, Philippines beBeeClientIntake Full time $8,320 - $12,480
Legal Client Intake Coordinator

This role involves serving as the first point of contact for prospective clients, providing a high level of customer service and ensuring that their needs are met.

The ideal candidate will be highly organized, empathetic and able to work in a fast-paced remote environment with minimal supervision.

About the Job:
  • Serve as the primary point of contact for potential new client inquiries via phone, email, and online platforms.
  • Conduct thorough intake interviews via telephone to gather critical information regarding potential legal matters.
Key Responsibilities:
  • Prepare written detailed summaries of intake interviews.
  • Follow up with potential new clients regarding any documents requested for review.
  • Assess initial eligibility and legal matter suitability in coordination with supervising attorneys.
  • Communicate clearly and compassionately with potential new clients, setting appropriate expectations.
  • Schedule follow-up calls between potential new clients and attorneys at our firm where needed.
  • Follow up on incomplete intakes and provide timely updates to firm attorneys and to potential new clients on their intake status.
  • Draft emails/letters declining representation and possibly referring to other attorneys upon instruction from attorneys at our firm.
  • Communicate with attorneys and intake staff at other law firms who refer potential new clients to us and to whom we may refer a potential new client.
  • Utilize firm's case management platform to accurately input all necessary data to open new matters and track all potential client inquires, referred cases and declined cases.
  • Draft fee agreements and related documents for attorney review for clients the firm has agreed to represent.
  • Follow up with potential clients if they do not provide signed fee agreements and related documents.
Requirements:
  • Bachelor's degree or equivalent experience in a legal, administrative, or client service role.
  • 2+ years of experience in a legal support or client intake-related position, preferably in a law firm or legal department.
  • Strong oral and written communication skills in English.
  • Familiarity with U.S. legal terminology and procedures.
  • Strong organizational skills with exceptional attention to detail.
  • Proficient in using legal practice management and CRM software (e.g., Clio, MyCase, Lawmatics, Actionstep).
  • Proficient in use of Google Workspace and Microsoft Office, especially Gmail and Word documents.
  • Ability to handle sensitive and confidential information with discretion.
  • Comfortable working in a fast-paced remote environment with minimal supervision.
  • Ability to work together as a team with attorneys, paralegals and other staff.
  • Strong customer service mindset and ability to remain calm under pressure.
  • Knowledge of relevant data privacy regulations (e.g., GDPR, HIPAA, if applicable) is a plus.

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