ROLE SUMMARY
We're looking for an organized, empathetic, and detail-oriented professional to be the firm's first point of contact with new clients — ensuring an efficient onboarding process and exceptional welcome experience.
WHO WE'RE LOOKING FOR
The Legal Intake Specialist is the firm's first voice to a potential client who, in many cases, is going through a difficult time. We want someone who combines genuine empathy with operational efficiency: gathering accurate information, qualifying cases, and coordinating with attorneys seamlessly.
The ideal candidate has experience in legal intake or customer service in legal environments, proficiency with tools such as Clio or Docketwise, and the discretion needed to handle confidential information.
KEY RESPONSIBILITIES
• Answer calls, emails, and chats from potential clients interested in firm services.
• Collect initial case information, personal data, and relevant documentation.
• Qualify the case per firm criteria and coordinate attorney assignment.
• Schedule initial consultations and send confirmations and reminders.
• Enter and keep information current in the legal management system (legal CRM).
• Follow up with prospects who haven't completed their intake process.
• Maintain confidentiality of all client information at all times.
SKILLS
REQUIREMENTS
• Minimum 6 months in legal intake, customer service, or law firm administration.
• English B2–C1.
• Proficiency with legal CRM systems (Clio, MyCase, Docketwise, or similar).
• Empathy, active listening, and ability to communicate with people in difficult situations.
• Organization, multitasking, and accuracy in data entry.
WE ALSO VALUE
Experience at immigration, personal injury, labor law, or family law firms.
