Legal Client Services Specialist

• Make outbound calls to prospective clients requiring additional follow-up
• Manage inbound leads and guide prospective clients through the initial intake process
• Answer incoming calls and provide a professional first point of contact
• Schedule paid consultations and add appointments to the appropriate calendar
• Collaborate with the legal team to support consultation scheduling and lead conversion
• Communicate professionally with prospective clients and internal team members
• Support 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
• Support intake for estate planning and probate, partitions, and personal injury matters

• 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
• Proficiency with Clio Grow, Clio Manage, Ooma, Outlook, and Calendly
• Ability to work 8:00 AM–5:00 PM EST/EDT

• Remote work opportunity
• Great Place to Work Certification workplace
• Full-time schedule, Monday to Friday