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
