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Remote Intake Specialist Job Vacancy at MG Consulting Firm | US Hours

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Recruitment is managed by MG Consulting Firm LLC on behalf of the law firm. MG Consulting reviews applications and conducts the first interview. Approved candidates then interview with the firm’s owner(s) or leadership, who make the final hiring decision.

About the Role

This is a 100% intake position with client retention responsibilities. You’ll guide prospective clients from first contact through consultation scheduling, follow-up, and retention. It is phone-heavy: expect 20–30 inbound and outbound calls per day, plus text and email follow-up. You’ll receive training and clear procedures, but must manage your own leads without constant supervision.

What You’ll Do

  • Contact new leads promptly, build rapport, and conduct initial intake
  • Screen prospective clients against the firm’s criteria and schedule attorney consultations
  • Confirm consultations and follow up with unscheduled leads and no-shows
  • Follow up after consultations, address questions and objections, and assist with engagement agreements and payments
  • Document every interaction in the CRM and keep lead statuses current
  • Report daily on outreach, consultations, follow-ups, and retention results

Minimum Requirements

Please apply only if you meet all of the following:

  • Law firm or high-volume call center experience
  • Experience in intake, customer service, appointment setting, or a similar phone-heavy role
  • Excellent spoken and written English
  • Warm, confident phone presence and strong listening skills
  • Strong attention to detail and CRM note-taking habits
  • Reliable, punctual, and able to work independently
  • Discretion with confidential information

Technology & Security

  • Reliable high-speed internet (backup strongly preferred) and a desktop or laptop
  • Professional headset with microphone
  • Quiet, private workspace
  • U.S.-based VPN during working hours
  • Firm-approved screen and activity monitoring software on your work device

Preferred

Law firm intake experience (consumer protection, personal injury, or immigration), client retention or lead conversion experience, Clio or another CRM, VoIP systems, prior remote work, and Spanish (a plus, not required).

Performance

This is a metrics-driven role, measured on calls completed, lead response time, follow-up, consultations scheduled, show rate, CRM accuracy, and clients retained.

Compensation & Growth

Base pay is $8.00 USD per hour plus performance bonuses for consultations scheduled, agreements signed, and clients retained. The full bonus structure is shared during the interview process. Strong performers can advance to Senior Intake Specialist, Team Lead, Intake Manager, Client Relations, or Operations.

To Apply

Submit your resume via Indeed and include:

  • Country of residence and time zone
  • Law firm or call center experience, and your typical daily call volume
  • Intake, retention, and CRM experience
  • Whether you speak Spanish
  • Availability for the schedule above
  • Confirmation that you meet the technology and security requirements, including monitoring software
use this button to send your profile for the remote intake specialist role

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