Intake Specialist
Trestle Law, APC
San Diego, CA US
Posted ago
Trestle Law, APC

Please note: this is a hybrid position. You will be required to be in the office 2 days a week. You must be in San Diego.
Our law office is growing fast and we’re searching for a full-time legal intake specialist to help us succeed! You’ll serve as the compassionate voice of our law firm, fielding inbound calls from prospective clients in their time of need, screening, and surveying for potential cases, and helping our lawyers manage their meetings. If the thought of coming to work every day and making a positive impact on our clients’ lives excites you, start your application today!


  • Log all incoming calls and emails in our database
  • Book consultations via calendly, manage all calendly templates and links, and confirm potential clients' attendancE screen for conflicts of interest
  • Diligent follow-up using our database and record notes record attorney notes in the CRM system
  • Generate fee agreements and invoices and send them to potential clients
  • Follow up about engagements
  • General office tasks like mail management, research, etc. as needed
  • Onboard new clients and set up client files as required
  • Work with marketing to optimize intake glidepath
  • Follow up with clients post-representation and execute post-representation glidepath
  • Check in calls with prospects and existing clients to see how they are
  • Process gifts through our gifting program
  • Book travel, as needed for attorneys

  • Previous experience with CRM and case management software desired
  • Previous customer service or sales experience preferred
  • Previous legal experience highly valued
  • Strong ability to communicate eloquently and empathetically a must
  • Strong computer and data entry skills

You must enjoy talking on the phone. If you hate the telephone and making calls, this is not the job for you.

$20 - $25 hourly
About Trestle Law, APC

Do you want to work with a boutique, dynamic, woman-of-color-owned, full-service intellectual property law firm with the flexibility to work from home, while helping game-changing professionals use their intangible assets to build a financial legacy?


We are an enterprising intellectual property and business firm that is on track for aggressive growth.


We want to be known for helping our clients leverage their IP to make more money for their families and legacies overall. Because what’s more empowering than calling the shots of your own destiny?

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