Consultation Appointment Specialist

Job not on LinkedIn

🔥 16 minutes ago

🇵🇭 Philippines – Remote

⏰ Full Time

🟡 Mid-level

🟠 Senior

📅 Appointment Setter

👻 Ghost score 10%

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Logo of LegalMatch

LegalMatch

51 - 200 employees

Founded 1999

⚖️ Legal

🏪 Marketplace

Legal • Marketplace

LegalMatch is an online attorney-client matching and lawyer referral platform that helps individuals and businesses find licensed, local attorneys for specific legal issues. Users post a case for free and receive responses from pre-screened lawyers who provide profiles, fee information, and client ratings; attorneys can join to receive leads and market their practice. The service includes an extensive online law library, serves clients in the U. S. and Canada, and has facilitated millions of posted cases over its multi-decade operation.

📋 Description

• Handle legal intake and case screening. • Make outbound calls to potential clients, guide them through the intake process, and schedule consultations. • Schedule 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 escalate 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. • Work with potential clients and attorneys while following account-specific workflows and guidelines.

🎯 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. • Proactive and outcome-oriented. • A problem-solver. • Ability to work effectively under pressure and resolve issues efficiently. • Passion for continuous improvement, consistently seeking opportunities to enhance processes and systems. • Skilled in collaboration.

🏖️ Benefits

• 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.

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