Legal VA Intake Specialist

Manila - Philippines

Monthly Salary: Not Disclosed

Experience Required: 1-3years

Posted on: 2 days ago

Vacancies: 1 Vacancy

Job Summary

This is a remote position.

We are looking for a highly motivated and detail-oriented Intake Specialist with personal injury experience to serve as the first point of contact for prospective clients. This role is responsible for handling initial client communication gathering case details and evaluating whether claims meet the firms criteria for representation.

The ideal candidate is bilingual in Spanish and English confident in client-facing conversations and highly organized in managing follow-ups retainers and case documentation. This role plays a key part in ensuring a smooth intake process and helping qualified cases move forward efficiently.

Serve as the first point of contact for incoming leads and prospective clients

Conduct intake calls and gather relevant case information

Evaluate claims based on the firms qualification criteria

Determine whether cases meet the requirements for representation

Send retainer agreements promptly to qualified clients

Follow up consistently to ensure agreements are signed and returned

Track and manage pending retainers to maintain conversion efficiency

Maintain accurate records of client interactions and case details

Update Lead Docket and Go High Level with notes and status updates

Ensure proper documentation and organization of all intake activities

Communicate clearly and professionally with prospective clients

Build rapport while gathering sensitive and important information

Represent the firm with empathy professionalism and attention to detail

Requirements

12 years of experience in personal injury intake or a similar legal role

Bilingual in Spanish and English

Strong communication skills with the ability to handle client conversations confidently

Detail-oriented and organized with strong follow-up habits

Able to manage multiple leads and tasks in a fast-paced environment

Comfortable working US time zones

Experience working with U.S.-based law firms

Familiarity with Lead Docket and Go High Level

Understanding of personal injury processes and legal terminology

Experience in a remote work environment

Required Skills:

Fluent in English (advanced); Spanish (intermediate to advanced) a strong plus Detail-oriented especially when working with names dates and court information Highly reliable and fast to respondable to work under deadlines Organized proactive and good at following through on tasks Comfortable using Google Workspace Excel and online court tools Prior experience in legal or medical administrative work preferred but not required (training available)

This is a remote position.We are looking for a highly motivated and detail-oriented Intake Specialist with personal injury experience to serve as the first point of contact for prospective clients. This role is responsible for handling initial client communication gathering case details and evalu...