About this role
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 clientsScreen potential clients and gather key case details during the intake processConduct conflict checks and document all relevant client information Schedule consultations between prospective clients and attorneysSend retainer agreements, intake forms, and onboarding documents Follow up with warm leads who have not yet signed to encourage case conversionMaintain organized intake records and update client information in the firm’s systemEnsure all inquiries are handled promptly and professionally to maximize conversion opportunitiesRequirements
Prior experience in legal intake, customer service, or client support rolesStrong verbal and written communication skills with a professional and empathetic toneBilingual proficiency in English and Spanish Ability to ask structured questions and gather accurate case informationStrong organizational and documentation skillsAbility to manage multiple inquiries while maintaining attention to detailComfortable handling sensitive client information with confidentialityReliable internet connection and ability to work in a remote environmentExperience working with law firms, particularly in high-volume intake environments preferredFamiliarity with legal case management or CRM systems preferredExperience handling inbound phone-based client inquiries