Law Firm Intake Specialist

Compensation

$20 - $23 hourly

Qualifications

• Attention to detail
• Task oriented
• Sales or customer service experience highly valued
• Strong ability to communicate eloquently and empathetically a must
• Familiarity with case management and CRM systems a bonus
• Full familiarity with the Microsoft Office suite, with advanced Excel proficiency
• Previous legal experience a plus
• Strong computer and data entry skills

Responsibilities

• Be the first point of contact for prospective clients — answering calls with warmth, professionalism, and purpose.
• Guide conversations with potential clients to understand their situation and evaluate whether their case is a strong fit for our firm.
• Confidently communicate the value of our legal services and help prospective clients feel confident about taking the next step.
• Conduct intake surveys to gather key information and assess case suitability with empathy and attention to detail.
• Schedule consultations and coordinate attorney calendars, keeping everything organized and running smoothly
• Accurately document all client interactions in our case management software and maintain organized records
• Manage day-to-day office tasks, including email correspondence, document management, and data entry
• Collaborate with the marketing team to support outreach efforts and help grow the client base
• Screen incoming potential client phone calls to make sure the case falls within the scope of the firm, while helping the caller feel heard and understood
• Manage attorney schedules, including prospective client consultations, to foster caseload growth