V104- Legal Client Services Specialist

Overview

This role supports prospective clients by providing a professional, responsive, and welcoming first experience. You will manage inbound leads, answer calls, schedule paid consultations, coordinate calendars, and provide consistent follow-up throughout the intake process. You will also maintain accurate CRM records and send timely reminders to help prospective clients stay engaged.

Responsibilities

• Make outbound calls to prospective clients who require additional follow-up
• Manage inbound leads and guide prospective clients through the initial intake process
• Answer incoming calls and serve as the first point of contact for prospective clients
• Schedule paid consultations and add appointments to the appropriate calendar
• Collaborate with the legal team to support consultation scheduling and lead conversion efforts
• Communicate professionally with prospective clients and internal team members
• Maintain a consistent and organized intake experience
• Track lead activity and update communication records in the CRM
• Coordinate appointments through Calendly and Outlook
• Send consultation reminders and follow-up communications
• Maintain accurate and current lead information in Clio Grow and Clio Manage

Requirements

• Minimum of 1 year of experience in a client-facing role, such as customer service or sales
• Advanced/native-level English skills (both written and spoken)
• Experience in intake, lead management, customer service, appointment scheduling, reception, or a related client-facing role
• Clear and professional verbal communication
• Strong client service skills
• Professional telephone etiquette
• Inbound lead management
• Outbound follow-up
• Consultation scheduling
• Calendar coordination
• CRM management
• Accurate data entry
• Attention to detail
• Results-oriented approach
• Strong work ethic
• Professionalism
• Team collaboration
• Organization and time management
• Reliability and accountability
• Ability to manage multiple priorities
• Consistent follow-through

Preferred Qualifications

• Experience working with legal intake processes (estate planning and probate, partitions, and personal injury)

Compensation & Benefits

• Monthly Compensation Range: from $1,142 to $1,220 USD

Location

• Full-time, Monday to Friday, 8:00 AM to 5:00 PM EST
• Time zone: Eastern Standard Time
• Work Shift: 8:00 AM - 5:00 PM [EST][EDT] (United States of America)

Languages

• English, Spanish

Practice Areas

• Estate planning and probate, partitions, and personal injury

Required Software and Tools

• Clio Grow
• Clio Manage
• Ooma
• Outlook
• Calendly