Legal Intake Specialist

The Legal Intake Specialist role is offered by a partner company managing all applications and next steps. This position involves becoming the first point of contact for individuals seeking legal support, combining client service, communication, and consultative skills to understand callers' needs, qualify opportunities, and connect them with the right legal resources. Key responsibilities include:

1. Managing inbound client inquiries
2. Auditing potential cases
3. Scheduling consultation appointments
4. Completing intake documentation accurately
5. Maintaining engagement with potential clients until appointments are confirmed
6. Participating in call reviews and coaching sessions
7. Collaborating with internal teams

Requirements include:

• Experience in legal intake, client relations, or administrative roles within a law firm
• Familiarity with legal CRM platforms
• Strong consultative communication skills
• Excellent spoken English skills
• Ability to handle emotionally sensitive conversations with empathy and professionalism
• Strong attention to detail and accuracy
• Self-motivation and reliability
• Comfortable working independently in a remote environment
• Ability to work toward performance targets

Benefits include:

• Competitive monthly salary paid in USD
• Performance-based bonuses linked to consultation booking results
• Remote work environment
• 10 paid vacation days annually plus U.S. federal holidays
• Weekly coaching and call review sessions
• Opportunity to strengthen legal client management, communication, and conversion skills
• Supportive remote culture