Consultation Appointment Specialist

at LegalMatch
  • Remote - Philippines

Remote

Customer Service

Mid-level

Job description

We’re seeking a focused and organized Consultation Appointment Specialist to join our team. In this role, you’ll make outbound calls to potential clients and schedule legal consultations for multiple attorneys. You’ll work as part of a centralized team with a primary focus on converting leads through structured outreach. As the program evolves, this role may expand into more advanced legal virtual assistant support, including case coordination and administrative tasks.

Your responsibilities include:

  • Make outbound calls to potential clients, guiding them through the intake process and scheduling consultations

  • Scheduling 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

  • At least 5-8 years as a Virtual Assistant or in executive support

  • Strong written and verbal English communication skills.

  • Skilled in tools like Slack, Notion, Trello, and Calendly

  • A strong communicator who can work with diverse stakeholders

We’re looking for someone who is:

  • Proactive, organized, and resourceful
  • Detail-oriented and handles confidential information with care
  • A critical thinker who works well independently without micromanagement
  • Able to anticipate needs before being asked
  • A collaborator with a growth mindset and a passion for continuous improvement

At LegalMatch Philippines, we provide a dynamic and innovative environment where you can grow and make a meaningful impact in legal tech. Join our team, collaborate with driven professionals, and take the next step in your career. Apply now!

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