Legal Intake Specialist
Permanent Employee, Full-time, Remote
Job Summary:
We are seeking a proactive Legal Intake Specialist to manage inbound inquiries and convert potential clients into signed cases. This role serves as the first point of contact for prospective clients and plays a critical role in capturing case information, qualifying leads, and ensuring a smooth intake experience.
The ideal candidate is highly organized, communicates with empathy and professionalism, and can efficiently guide prospective clients through the intake process while supporting attorneys with accurate case information.
Responsibilities:
Answer inbound calls, website inquiries, and chat messages from prospective clients
Screen potential clients and gather key case details during the intake process
Conduct conflict checks and document all relevant client information
Schedule consultations between prospective clients and attorneys
Send retainer agreements, intake forms, and onboarding documents
Follow up with warm leads who have not yet signed to encourage case conversion
Maintain organized intake records and update client information in the firm’s system
Ensure all inquiries are handled promptly and professionally to maximize conversion opportunities
Requirements:
Prior experience in legal intake, customer service, or client support roles
Strong verbal and written communication skills with a professional and empathetic tone
Bilingual proficiency in English and Spanish
Ability to ask structured questions and gather accurate case information
Strong organizational and documentation skills
Ability to manage multiple inquiries while maintaining attention to detail
Comfortable handling sensitive client information with confidentiality
Reliable internet connection and ability to work in a remote environment
Experience working with law firms, particularly in high-volume intake environments preferred
Familiarity with legal case management or CRM systems preferred
Experience handling inbound phone-based client inquiries