Key skills
Communication
About this role
Role Overview
- Organize, update, and maintain digital documents.
- Enter data across multiple CRMs, ensuring all information is correct.
- Schedule meetings and coordinate availability with clients and team members.
- Follow up on pending data entry tasks and ensure timely completion.
- Gather caller information and record it properly.
- Complete required forms and documentation.
- Answer incoming phone calls and provide clear, professional communication.
- Manage intake processes with accuracy and consistency.
Requirements
- 1 year experience as an intake specialist in a legal firm.
- Must be comfortable interacting with white glove clients.
- Requires excellent English communication and strong command of grammar.
- Ideal for someone who is committed, service-oriented, and comfortable balancing warmth with professionalism.
Benefits
- Competitive salary.
- Paid Time Off.
- Annual bonuses.
- 100% remote/home-based position.
- Full-time, long-term career opportunities.
- Parental Leave.
- Professional development and training.
- Dedicated team support.
- Alignment with our clients' core values.