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
- Active listening and empathy
- Attention to detail and accuracy
- Time management and responsiveness
Work Environment
Office-based or hybrid role possible
May require occasional remote evening availability to accommodate client schedules
