Legal Intake Specialist
Job Description

Legal Intake Specialist Job Description

Legal Intake Specialist Job Overview

A legal intake specialist receives and qualifies new and prospective clients for law firms. They are responsible for managing the processes of onboarding new clients and evaluating incoming streams of claims and potential clients both on the phone and in person. A legal intake specialist works with lawyers to schedule meetings, coordinate screening surveys and collect paperwork, and may work with marketing to provide support on outbound lead generation initiatives. Legal intake specialists monitor the phones at the office at a law firm.

Other Related Jobs

Paralegal

Legal Intake Specialist Job Template

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, we’d love to hear from you. Don’t wait – apply today!

Location

Ashburn, VA

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)

Industry Tested

1039 attorneys have hired successfully with this template on WizeHire.

High Quality

This template attracts 30% more quality candidates at 1/10 of the average cost per hire.

DISC Optimized

This template has been written for the ideal legal intake specialist's personality type.

Job template successfully copied to your clipboard!

Post this job now with WizeHire
When you post with WizeHire...
  • Expert advice on your job ad, screening questions, and compensation plan
  • Prime visibility on job boards including Indeed, ZipRecruiter, and Monster
  • Automated DISC assessment and screening questions