Location
workfromhome, workfromhome, Mexico
Posted
May 30, 2026
Job Description
Job Title: Intake Specialist
Join to apply for the Intake Specialist role at Virtustant
About the Company
Our Client is a forward-thinking law firm dedicated to providing top-tier legal services in estate planning, estate administration, and estate litigation. They’re committed to innovation, excellence, and client-centered solutions to ensure every client’s best possible experience.
Job Description
The Intake Specialist serves as the first point of contact for prospective clients (PNCs), managing lead qualification, scheduling consultations, and maintaining client records while supporting the firm’s sales and referral processes.
Responsibilities
- Conduct initial screenings to assess potential new clients.
- Identify and refer unqualified leads appropriately.
- Follow up with qualified leads to complete intake steps.
- Set up and confirm consultations.
- Ensure col...