LEGAL INTAKE SPECIALIST

2 days ago

Manila, National Capital Region, Philippines Bay Legal, PC Full time

Join XPRTS, Inc. – Global Legal Support Careers

XPRTS, Inc. is a fast-growing legal staffing and technology solutions company, founded by Bay Legal, PC, a California-based U.S. law firm. With operations in the Philippines and Latin America, we help law firms scale through technology-driven systems and highly trained global professionals.

Our teams support law firms with intake, case drafting, legal and office support, marketing, and technology solutions—delivering faster, more affordable, and higher-quality legal services.

Why Work With Us?

At XPRTS, we believe in investing in people. Every team member benefits from:

  • Structured training programs – including legal practice modules, performance testing, and role-specific skills.
  • Exposure & hands-on experience – some staff train directly with Bay Legal in California, gaining first-hand U.S. law firm experience.
  • Career growth opportunities – fast-track promotions, leadership training, and room to grow.
  • Cutting-edge systems – integrated technology platforms for seamless collaboration.
  • Dynamic work culture – professionalism with innovation, where your contributions matter.
What We Look For

We're hiring Intake Specialists who want to build long-term careers in the legal services industry. If you're passionate about client service and thrive in a fast-paced environment, this role is for you.

Key Responsibilities:

  • Conduct intake interviews with prospective international clients via calls, emails, and referrals.
  • Gather and document client details, legal concerns, and supporting documents for attorney review.
  • Coordinate with attorneys and staff to ensure smooth case onboarding and complete documentation.
  • Handle follow-ups, inquiries, and pending items to keep cases moving.
  • Maintain accurate client records in CRM/case management systems (Clio, Lawmatics, or similar).

Qualifications:

  • Bachelor's degree or equivalent in legal studies, business, or related field.
  • Minimum 1 year of experience in client intake, customer service, or legal support (phone + email).
  • Excellent English communication skills (verbal & written).
  • Strong multitasking, attention to detail, and critical thinking skills.
  • Familiarity with Clio, Lawmatics, or CRM/case systems (a plus).
Work Hours
  • Full-time schedule aligned with U.S. time zones (depending on client location).
Technical Requirements
  • Laptop/desktop with Intel i5 (or equivalent) running Windows 11.
  • Built-in or external webcam.
  • Stable internet connection (minimum 50 Mbps).
  • Noise-cancelling headset.
  • Backup power and internet solution.
Benefits
  • Full-time, remote work – work from home.
  • Competitive compensation package.
  • Paid U.S. Holidays and Paid Leave.
  • Incentives and performance-based bonuses.

A sneak peek into the fun and supportive team you could be working with.

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