Legal Intake Specialist

Legal Intake Specialist job summary

Our rapidly-growing law practice is seeking a full-time legal intake specialist to join our team! You’ll survey prospective clients and empathize with them on the details of their case, manage new client onboarding and data entry, and help our lawyers book and manage their appointments. We’ll provide the training and resources to help you flourish in your role on a tight-knit, supportive, and passionate legal team. If you have prior customer service experience, great communication skills, and a passion for helping others, apply today!

Legal Intake Specialist responsibilities

• Evaluate prospective client inquiries and phone calls, analyzing their case fit and making sure they feel seen and heard
• Set appointments for potential clients that meet our criteria to keep our lawyers’ schedules organized and grow our caseload
• Supervise new client onboarding and current client files through data entry and paperwork collection to ensure our cases are managed efficiently
• Work with marketing to collaborate on outbound sales tactics and partnerships with other law firms in order to help bring in new cases
• Perform miscellaneous clerical tasks as needed, including transcription, research, spreadsheet management, and email writing to ensure operational efficiency

Legal Intake Specialist qualifications

• High school diploma or equivalent required; Bachelor’s degree preferred
• Previous customer service or sales experience preferred
• Possesses outstanding communication skills and sense of empathy
• CRM and case management software experience a plus
• Proficiency with Microsoft Office products, especially Microsoft Excel
• Solid data entry, spreadsheet management, and computer skills
• Previous legal experience a plus

Legal Intake Specialist compensation

$38,923 (National Average)