Position Overview
The Legal Intake Specialist serves as the first point of contact for prospective clients, playing a critical role in client experience and case evaluation. This position is responsible for gathering detailed information, assessing potential cases against firm criteria, and ensuring a smooth and professional onboarding process.
Key Responsibilities
• Serve as the initial contact for prospective clients via phone, email, and online inquiries • Conduct thorough intake interviews to gather relevant facts, and background information • Evaluate potential cases based on firm guidelines and escalate qualified leads to attorneys • Accurately enter and maintain client information in case management systems (e.g., Clio) • Schedule consultations and coordinate attorney calendars • Communicate clearly and empathetically with clients, often during stressful or sensitive situations • Follow up with prospective clients to ensure engagement and completion of intake process • Maintain confidentiality and handle sensitive legal information with discretion • Track and report on intake metrics (conversion rates, lead sources, etc.) • Collaborate with attorneys and administrative staff to improve intake workflows and processes • Assist with other administrative duties as necessary (answering phone, reception, etc.)
Qualifications
• Prior experience in customer service preferred • Strong interpersonal and communication skills, with the ability to build rapport quickly • Excellent organizational skills and attention to detail • Ability to manage multiple inquiries and prioritize effectively• Comfort working with case management software (experience with Clio or similar systems a plus) • High level of professionalism and discretion when handling confidential information • Strong problem-solving skills and sound judgment in evaluating potential cases
Key Competencies
• Client-centered mindset • Active listening and empathy • Attention to detail and accuracy • Time management and responsiveness
• Team collaboration
Work EnvironmentOffice-based or hybrid role possibleMay require occasional remote evening availability to accommodate client schedules
