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 Environment

Office-based or hybrid role possible

May require occasional remote evening availability to accommodate client schedules