[Hiring] Consultation Appointment Specialist @LegalMatch

Role Description

We’re seeking a focused and organized Consultation Appointment Specialist to handle legal intake, case screening, outbound lead follow-up, and consultation scheduling. You’ll work with potential clients and attorneys while following account-specific workflows and guidelines.

• Make outbound calls to potential clients, guiding them through the intake process and scheduling consultations.
• Schedule appointments across multiple attorney calendars and time zones.
• Follow up with leads to ensure engagement and maximize consultation conversion rates.
• Accurately document lead activity and status updates in CRM and tracking tools.
• Identify and escalate potential issues that could delay or impact the consultation process.
• Collaborate with internal team members to ensure smooth handoffs and clear communication.
• Support basic administrative and coordination tasks related to scheduling and intake.
• Use AI and available tools to improve productivity, documentation, and follow-up while checking results for accuracy.

Qualifications

• Experience in legal intake and case screening; related legal client service or appointment-setting experience may be considered.
• Experience with outbound lead follow-up, client communication, and consultation scheduling.
• Ability to identify basic case qualifications and exclusions and follow detailed workflows accurately.
• Strong written and verbal English communication skills.
• Experience with CRM, Slack, Notion, Trello, Calendly, or similar tools.
• Practical experience using AI tools to improve productivity and work quality, with the ability to validate AI-assisted outputs.

Requirements

• Proactive and outcome-oriented.
• A problem-solver.
• Ability to work effectively under pressure and resolve issues efficiently.
• Passionate about continuous improvement, consistently seeking opportunities to enhance processes and systems.
• Skilled in collaboration.

Benefits

• Dynamic and innovative environment.
• Opportunity to grow and make a real impact in legal tech.
• Collaborate with passionate individuals.