Legal Intake Specialist

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Disclaimer: This is a specific job description for the position stated below. Actual tasks and tools will be discussed further when you reach the final interview stage. Please ensure you apply for the right job based on your location and experience. We prioritize people who can do this successfully!

Legal Intake Specialist

Wing is on the exciting mission of redefining the future of work for companies worldwide! We are looking to be the one-stop shop for companies that are looking to build world-class teams and place their operations on autopilot.

And we're looking for a Legal Intake Specialist to start immediately!

Duties and Responsibilities

1. Answer inbound calls from potential new clients and provide a professional, welcoming first point of contact.

2. Screen and qualify incoming calls to determine whether cases fall within the firm's practice focus using structured client evaluation tools.

3. Clearly communicate the firm's value and explain its legal strategy sessions to potential clients.

4. Schedule legal strategy sessions using the customer management system.

5. Follow up with prospective clients and guide them through the legal intake process.

6. Perform clerical tasks, including paperwork, spreadsheet management, text messages, and email follow-ups.

7. Maintain accurate and timely documentation of client interactions.

8. Organize paperwork and complete data entry to support the new client onboarding process.

Qualifications

• Demonstrated success in a client-facing customer service or sales role.

• Excellent verbal and written English communication skills.

• Confident and professional when handling phone conversations.

• Naturally compassionate, empathetic, and committed to providing excellent customer service.

• Positive, energetic, and motivated by goals and delivering a superior client experience.

• Self-motivated, reliable, quick to learn, and proactive.

• Detail-oriented with strong organizational skills.

• High school diploma required; college coursework or a degree is preferred.

• Proficient in Microsoft Office, especially Microsoft Excel.

• Able to provide a brief cover letter explaining your qualifications, customer service approach, and interest in the role.

• Willing to submit a DISC Assessment for personality evaluation.

Technical Requirements

• USB Headset with Noise Cancellation feature

• Working Webcam

• Computer with at least 1.8 GHz processor and at least 4GB RAM

• Main Internet Service Speed: at least 25 Mbps cable connection

• Backup Internet Service Speed: at least 10 Mbps

Benefits

• Health Insurance (HMO)

• Performance Incentives

• Job Security and Stability

• Paid Training

• Inclusive Culture

• Upskilling Opportunities

• 100% Work-From-Home

• Exceptionally Supportive Team

• Opportunities for Career Growth

• Fun Work Environment

• Holiday & Overtime Pay

Schedule and Location

• Full-Time

• 8:00 AM – 5:00 PM Eastern Standard Time (EST)

Salary Package

• PHP 43,000 – PHP 45,000 per month

Software Tools and Websites Required

• Microsoft Office, particularly Microsoft Excel

Training Provided / Software Tools and Websites Client Willing to Train

• Structured client evaluation tools

• Customer management system

• Firm-specific legal intake and onboarding processes

Important Application Requirements

Applicants must include a brief cover letter explaining why they are a good fit for the position, highlighting their relevant skills, customer service approach, and genuine interest in the role. A DISC Assessment must also be provided for review.

Only qualified candidates will be invited to take the assessment and be scheduled for an interview.

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