LegalMatch

Online attorney-client matching and legal marketing

Consultation Appointment Specialist

Sales Development RepresentativeUpdated on Nov 13

Full-timeCebu City, PhilippinesNo salary listed

About the Job

Requirements

Experience in legal intake and case screening; related legal client service or appointment-setting experience may be considered.
Experience with outbound lead follow-up, client communication, and consultation scheduling.
Ability to identify basic case qualifications and exclusions and follow detailed workflows accurately.
Strong written and verbal English communication skills.
Experience with customer relationship management tools, Slack, Notion, Trello, Calendly, or similar tools.
Practical experience using artificial intelligence tools to improve productivity and work quality, with the ability to validate AI-assisted outputs.

Responsibilities

Make outbound calls to potential clients, guiding them through the intake process and scheduling consultations.
Schedule appointments across multiple attorney calendars and time zones.
Follow up with leads to ensure engagement and maximize consultation conversion rates.
Accurately document lead activity and status updates in customer relationship management and tracking tools.
Identify and escalate potential issues that could delay or impact the consultation process.
Collaborate with internal team members to ensure smooth handoffs and clear communication.
Support basic administrative and coordination tasks related to scheduling and intake.
Use artificial intelligence and available tools to improve productivity, documentation, and follow-up while checking results for accuracy.

We’re seeking a focused and organized Consultation Appointment Specialist to handle legal intake, case screening, outbound lead follow-up, and consultation scheduling. You’ll work with potential clients and attorneys while following account-specific workflows and guidelines

Make outbound calls to potential clients, guiding them through the intake process and scheduling consultations
Scheduling appointments across multiple attorney calendars and time zones
Follow up with leads to ensure engagement and maximize consultation conversion rates
Accurately document lead activity and status updates in CRM and tracking tools
Identify and escalate potential issues that could delay or impact the consultation process
Collaborate with internal team members to ensure smooth handoffs and clear communication
Support basic administrative and coordination tasks related to scheduling and intake
Use AI and available tools to improve productivity, documentation, and follow-up while checking results for accuracy.

Experience in legal intake and case screening; related legal client service or appointment-setting experience may be considered.
Experience with outbound lead follow-up, client communication, and consultation scheduling.
Ability to identify basic case qualifications and exclusions and follow detailed workflows accurately.
Strong written and verbal English communication skills.
Experience with CRM, Slack, Notion, Trello, Calendly, or similar tools.
Practical experience using AI tools to improve productivity and work quality, with the ability to validate AI-assisted outputs

About the Company

LegalMatch

Online attorney-client matching and legal marketing

LegalMatch runs an online marketplace that connects people seeking legal help with lawyers. Its main product is an attorney/client matching service that pairs clients with compatible attorneys based on case details, enabling clients to compare options and receive responses from lawyers. The company also provides marketing services to solo practitioners and small law firms, helping them promote their practice on a centralized platform. Its goal is to help clients find the right attorney and to help attorneys effectively market their services.

Company size: 201-500
Company stage: Not listed
Total funding: Not listed
Headquarters: San Francisco, CA
Founded: 1999

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