Marketing & Intake Specialist (ZR_18851_JOB)

This is a remote position.

• Monday through Friday, 8AM to 5 PM Central Time Zone (9pm to 6am Manila Time)
  
• with 1 hour unpaid break
  

• Serve as the first point of contact for all incoming calls and inquiries.
  
• Conduct initial client interviews to gather detailed case information.
  
• Provide clients with information about the firm’s services and procedures.
  
• Schedule appointments with appropriate legal staff.
  

• Accurately input client information and relevant data into the firm’s case management system.
  
• Maintain confidential client records and ensure all communications are logged and tracked.
  
• Prepare reports and statistics on intake metrics for management review.
  

• Assess the urgency and type of legal assistance required by new clients.
  
• Coordinate with attorneys and paralegals to assign cases, ensuring a smooth transition.
  
• Refer clients to external agencies or specialists when their needs exceed the firm’s scope of practice.
  

• Stay informed about legal compliance requirements affecting client intake processes.
  
• Participate in ongoing training and professional development.
  

• Work closely with legal and administrative staff to improve client intake procedures.
  
• Assist in the development of intake protocols to enhance client satisfaction and efficiency.
  

Requirements

• Bachelor’s degree in Business Administration, Legal Studies, or related field preferred.
  
• Proven experience in client services or administrative roles within a legal or professional services environment.