Globalteam

Job Title: Intake Specialist - Legal Services
• Job Modality: 100% Remote
• Employment Type: Full-Time
• Industry: Legal Services / Estate Planning / Elder Law
• Salary (USD): $1,400 - $1,800 USD per month (base on experience) + comissions
• Time Zone: 9:00 AM - 5:00 PM EST
About the Client:
Our client is a U.S.-based law firm focused on estate planning and elder law services, dedicated to helping individuals and families protect their future through thoughtful legal guidance and relationship-driven support.
They are currently expanding their intake team and looking for an Intake Specialist who can create a positive first impression and steer potential clients to meet with one of the attorneys one-on-one meeting called a Legal Life Planning Session (LLPS).
About the Role:
We are looking for an empathetic, highly organized and retention-driven Intake Specialist to join GlobalTeam and work with our client in the legal sector.
In this role, you will serve as the first point of contact for potential clients where you explain legal services and pricing, and convert inbound inquiries into booked Legal Life Planning Sessions (LLPS). You'll collaborate closely with the Intake Director and internal teams to improve conversion performance and client retention while also ensuring an exceptional client experience throughout the intake process.
Experience in CRM systems, follow-up management, and relationship-based communication is highly valued.
Key Responsibilities:
• Manage sensitive conversations related to legal, financial, and aging-related topics with professionalism and empathy
• Handle inbound calls, web leads, and follow-ups professionally and with urgency
• Conduct structured 15-minute calls to understand potential clients needs and goals
• Convert potential clients into booked Legal Life Planning Sessions (LLPS)
• Clearly explain services, pricing, and LLPS structures
• Secure payment at the time of booking
• Maintain rapport while confidently directing conversations toward Legal Life Planning Sessions (LLPS)
• Follow up consistently with unconverted or inactive leads
• Track all lead activity, notes, and outcomes within Attorney Fuel CRM
• Collaborate with leadership and the team to improve conversion rates and client experience
Required Skills and Experience:
• Previous experience in intake coordination, customer service, or appointment-setting roles
• Proficient English level (B2+ required; C1 preferred)
• Experience using CRM systems and managing lead pipelines
• Strong communication, and active listening skills
• Ability to handle individuals concerns about the planning process and fees
• Strong organization and follow-up discipline
• Comfortable working with KPIs and conversion-focused environments
• Ability to multitask and manage approximately 15-25 calls per day
• Strong attention to detail and accountability
Bonus Points for:
• Experience working in legal services, estate planning, elder law, or professional services industries
• Familiarity with Attorney Fuel CRM
• Experience handling sensitive or emotionally driven client conversations
• Background in relationship-based sales environments
Performance Metrics:
• LLPS booking conversion target (~40%)
• Number of LLPS bookings generated (primary KPI)
• Response time to inbound leads
• Consistency and effectiveness of follow-up efforts
• Recovery rate of unconverted leads
PTO & Benefits:
• Unlimited PTO
• All federal holidays off
• Last two weeks of the year off
• Wednesday-Friday off during Thanksgiving week
What We Offer:
• Competitive compensation package
• Fully remote work environment
• Opportunity to work with an established U.S. law firm
• Supportive and collaborative team culture
• Growth opportunities within a relationship-driven legal services environment
• Exposure to meaningful client interactions that make a real impact
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