Intake Specialist, Remote (Mexico)

You are the first person a possible client speaks to at a US law firm. You answer and return calls, ask the firm's screening questions, and help the people who qualify sign with the firm.

What you will do

• Answer inbound calls and call new leads back quickly, by phone and by text
• Ask the firm's screening questions and write down the answers accurately
• Explain what happens next and send the retainer for electronic signature
• Follow up with people who have not answered or have not signed yet
• Keep every call, note and outcome on the lead's record
• Follow the firm's script and the calling rules you are trained on

What you need

• Fluent spoken and written English, with a clear phone voice
• At least one year in a phone-based role such as a call center, customer service or sales
• Comfortable talking with people who are upset or in pain, and staying calm and kind
• Accurate typing while you listen
• A quiet place to work, a computer, a headset and a reliable wired or strong wireless connection

Good to have

• Experience with legal intake or personal injury
• Spanish
• A backup for power and internet

What you will work with

• Inquire2Esquire Dialer (training provided)
• Electronic signature
• Email and chat
• A headset with a noise-canceling microphone

Hours

Remote. You work the business hours of the US law firm you are placed with, so expect a US time zone (Eastern, Central, Mountain or Pacific). The exact shift is agreed with the firm before you start.

Pay

Discussed at interview