Intake Specialist | Legal Intake and Scheduling Specialist in Brazil at Jobgether

• Answer incoming calls from prospective clients through the main phone line using VXT, providing a welcoming and professional first point of contact.

• Return missed calls and respond to voicemails within the same business day.

• Listen actively, gather relevant information, and accurately document prospective clients' inquiries and circumstances.

• Screen prospective clients according to established written intake procedures and qualification criteria.

• Identify inquiries that align with the practice areas and intake requirements, exercising sound judgment throughout the screening process.

• Communicate professionally and compassionately with callers, including individuals experiencing sensitive or emotionally difficult situations.

• Enter, organize, and maintain prospective client leads, communication histories, and follow-up activities in Clio Grow.

• Schedule consultations between qualified prospective clients and attorneys.

• Maintain scheduled email and phone follow-ups to ensure timely and consistent communication.

• Provide flat-fee quotations in accordance with the established fee schedule.

• Process prospective client payments through Clio.

• Prepare and send engagement agreements for electronic signature.

• Protect confidential information and comply with all applicable privacy and confidentiality procedures.

• Follow established intake guidelines and avoid providing legal advice or evaluating the legal merits of prospective cases.

• Previous experience in law firm intake or a call center is preferred.

• Criminal defense experience is highly preferred.

• Experience handling inbound and outbound calls, qualifying leads, and coordinating appointments is an advantage.

• Familiarity with legal intake procedures and client management processes is beneficial.

• Experience with Clio Grow is preferred, or willingness to learn the platform.

• Familiarity with VXT or other cloud-based phone systems is an advantage.

• Ability to manage email and phone follow-up schedules, electronic engagement agreements, and client payment processing.

• Advanced English proficiency is required, particularly for frequent telephone communication and written correspondence.

• Spanish proficiency is a plus.

• Excellent verbal and written communication skills, with a warm, professional telephone manner.

• Strong empathy, emotional intelligence, and active listening skills, with the ability to make callers feel heard, comfortable, and supported.

• Sound judgment and critical thinking when screening inquiries against established criteria.

• Patience and composure when handling sensitive, emotional, or challenging conversations.

• Strong organizational and time management skills, with the ability to manage multiple inquiries, appointments, and follow-up tasks simultaneously.

• High attention to detail when collecting, entering, and maintaining prospective client information.

• Reliability, accountability, and consistent follow-through.

• Ability to work independently while adhering to established procedures and guidelines.

• Professionalism and discretion when handling sensitive and confidential information.

• Adaptability and willingness to learn new software, procedures, and workflows.

• Willingness to sign a confidentiality agreement and successfully complete a criminal background check.

• Understanding that the role does not involve providing legal advice or assessing the legal merits of a case.

Working schedule:

• Monday to Friday, 9:00 AM–5:00 PM Central Standard Time (Missouri time).

• Availability to work consistently within the specified time zone is required.

• Monthly compensation of USD 1,437.

• Fully remote work arrangement from Brazil.

• Opportunity to gain experience supporting a US-based criminal defense practice.

• Exposure to legal intake and client management platforms, including Clio Grow and VXT.

• Opportunity to develop client communication, lead qualification, scheduling, and legal administration skills.

• Experience working in a structured, client-focused remote environment.