Legal Intake Specialist – U.S. Law Firm
Triten Law
About the role
About the Role
Triten Law is a U.S.-based law firm seeking a professional, detail-oriented, and motivated Legal Intake Specialist to support our client intake operations.
We are looking for someone with excellent English communication skills who can confidently handle inbound and outbound calls, qualify potential clients, and accurately document case information.
The position is initially remote but may transition to an office-based arrangement in Metro Manila in the future.
Key Responsibilities
- Handle inbound and outbound calls with prospective clients.
- Conduct initial client screenings and gather relevant case information.
- Explain the intake process and guide prospective clients through the necessary steps.
- Follow up with prospective clients regarding missing information and documentation.
- Accurately record client information and interactions in the firm's CRM.
- Track leads, follow-ups, and intake progress.
- Review intake information for completeness and accuracy.
- Coordinate with the intake and legal teams to ensure a smooth client onboarding process.
- Follow established scripts, workflows, and quality standards.
- Maintain confidentiality and handle sensitive client information responsibly.
Required Qualifications
- Previous experience in customer service, call center operations, lead qualification, or client intake.
- Excellent spoken and written English communication skills.
- Strong phone etiquette, active listening, and interpersonal skills.
- Experience handling inbound and/or outbound calls.
- Ability to accurately gather and document information during client conversations.
- Familiarity with CRM systems and data entry.
- Strong organizational skills, attention to detail, and time management.
- Ability to work independently and meet performance expectations.
- Availability to work during required U.S. business hours.
Preferred Qualifications
- Previous experience supporting a U.S.-based law firm or working as a Legal Intake Specialist.
- Familiarity with personal injury or mass tort cases.
- Experience with lead qualification and client follow-ups.
- Experience using Zoho CRM or similar platforms.
- Background in U.S. customer service or BPO operations.
Employment Details
Position: Legal Intake Specialist
Company: Triten Law
Employment Type: Full-Time (40 hours/week)
Compensation: $6.50–$6.75 USD/hour ($260–$270/week)
Work Arrangement: Initially remote, with the possibility of transitioning to an office-based arrangement in Metro Manila.
Location: Applicants must currently reside in Metro Manila or be willing to relocate if onsite work becomes necessary.
How to Apply
Please submit your updated resume and include the following information:
- How many years of experience do you have handling inbound and/or outbound calls?
- Have you previously worked with a U.S.-based law firm or handled legal intake?
- Which CRM systems have you used?
- Are you currently based in Metro Manila? If not, would you be willing to relocate if onsite work becomes necessary?
- How soon would you be available to start?
Voice Recording Required
Please include a shareable link to a 60–90-second voice recording introducing yourself and briefly explaining:
- Your relevant work experience.
- Your experience communicating with U.S.-based customers or clients.
- Why you would be a good fit for this position.
Please ensure your recording is accessible without requiring permission.