Legal Intake Specialist

Remote Intake Specialist for Lawfirm Company

Pearl · Mexico City, Mexico (Remote) · Full-time · Posted 2026-07-14

Workplace: remote

Department: Healthcare

Description

Work From Anywhere in LATAM and the Phillipines

Work Schedule: 8 am - 5 pm EST

Compensation Range: $1,500 - $2,000 USD/month based on experience

A boutique appellate law firm is hiring a Legal Intake Specialist to serve as the first point of contact for prospective clients and convert inbound inquiries into booked consultations and signed engagements.

Operating at a premium price point, the firm serves professional clients navigating high-stakes appeals after an unfavorable trial outcome. It is a small, fast-growing practice in startup mode, where precision and a polished client experience define the brand and every client touchpoint carries weight.

Day-to-day, the Specialist manages inbound calls, screens prospects for qualified appeals work, books consultations, and prepares engagement agreements using a custom contract-automation tool. Success means error-free agreements, accurately spelled names and correct figures, and consistently professional written and phone communication that protects the firm's reputation.

Requirements

Must-Have

• Experience in a phone-based client intake, customer service, or front-desk role handling inbound calls and prospect screening
• Hands-on experience drafting client-facing written communication (emails, documents) with accurate spelling, grammar, and formatting
• Experience preparing contracts, engagement agreements, or templated documents requiring accurate numerical data entry and calculations
• Demonstrated ability to manage multiple concurrent prospects and follow-ups using scheduling, CRM, or practice-management tools
• Proficiency with business productivity and communication tools (email, video conferencing, VoIP/phone systems)
• Experience serving professional or high-expectation clientele
• C1+ English (CEFR) for real-time phone communication and client-ready written correspondence

Nice-to-Have

• Prior experience in a legal services or law firm environment
• Familiarity with Clio Grow, Clio Manage, or comparable legal practice management software
• Experience with Dialpad or comparable VoIP phone systems
• Experience with document-automation tools (e.g., Gavel) or e-signature platforms

About Pearl Talent

Pearl works with the top 1% of candidates from around the world and connects them with the best startups in the US and EU. Our clients have raised over $5B in aggregate and are backed by companies like OpenAI, a16z, and Founders Fund. They're looking for the sharpest, hungriest candidates who they can consistently promote and work with over many years. Candidates we've hired have been flown out to the US and EU to work with their clients, and even promoted to roles that match folks onshore in the US.

Hear why we exist, what we believe in, and who we're building for:

Watch here: https://www.loom.com/share/863b8e426e6d48309aa8f4ea4c1c94cd

Benefits

• Competitive Salary: Based on experience and skills

• Remote Work: Fully remote—work from anywhere

• Team Incentives: Recognition for maintaining 100% CRM hygiene and on-time reporting
• Generous PTO: In accordance with company policy
• Health Coverage for PH-based talents: HMO coverage after 3 months for full-time employees
• Direct Mentorship: Guidance from international industry experts
• Learning & Development: Ongoing access to resources for professional growth
• Global Networking: Connect with professionals worldwide

Our Recruitment Process

1. Application
2. Screening
3. Skills Assessment
4. Topgrading Interview
5. Client Interview
6. Job Offer
7. Client Onboarding

Ready to Join Us?

If you’re empathetic, organized, and passionate about improving patient experiences through operational excellence, this role is for you. Apply now to help make specialized healthcare more accessible to patients across the U.S.

Apply

Apply at Pearl

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