Legal Intake Specialist

Overview

This opportunity is with a partner firm seeking a Legal Intake Specialist based in the United States. Serving as the initial contact for those needing legal assistance, this role enables you to make a meaningful difference from the first interaction. It blends client service, communication, and consultative abilities to assess callers' requirements, validate prospects, and connect them to appropriate legal support.

The position demands empathy, professionalism, and meticulous attention to detail when handling sensitive personal matters. Working remotely, you will cooperate with legal teams, directly enhancing client experiences and supporting business growth. You will be pivotal in refining conversion workflows, preserving comprehensive records, and ensuring every prospective client receives exceptional service.

Key Duties

• Respond to incoming client calls empathetically and professionally, establishing a positive initial rapport.
• Gather critical information, understand client needs, and ascertain eligibility for relevant legal services.
• Arrange consultation appointments while striving to meet weekly booking and conversion objectives.
• Accurately complete intake forms within legal CRM systems, ensuring records are current and properly organized.
• Engage with potential clients through follow-up communications, resolve pre-consultation inquiries, and confirm appointments.
• Safeguard confidential client data with discretion and uphold high professionalism.
• Participate in call evaluations and coaching to enhance communication, intake quality, and conversion outcomes.
• Collaborate internally to seamlessly transfer qualified leads to appropriate teams.

Candidate Profile

• 3-5 years of relevant experience in legal intake, client relations, or administrative functions within law firms.
• Familiarity with legal CRM platforms like Lawmatics or similar intake management tools.
• Effective consultative communication skills capable of guiding discussions and establishing client trust.
• Fluent English speaker with warm, confident, and professional verbal interaction.
• Ability to manage emotionally charged conversations sensitively, patiently, and professionally.
• Detail-oriented with accuracy in documentation and client data management.
• Self-driven, dependable, and comfortable with remote, independent work settings.
• Performance-oriented mindset focused on meeting targets and achieving measurable results.
• Candidates must currently reside in Europe or Latin America.

Compensation and Benefits

• Competitive monthly remuneration in US dollars.
• Performance bonuses tied to consultation booking success.
• Fully remote employment structure.
• Annual entitlement to 10 paid vacation days plus US federal holidays.
• Weekly coaching and call review sessions fostering professional development.
• Enhanced skills in legal client management, communication, and conversion techniques.
• A supportive remote culture valuing reliability, empathy, and performance.

Additional Information

The recruitment process uses AI-driven matching to ensure fair and objective candidate evaluation based on core criteria. Final hiring decisions and subsequent steps (interviews, assessments) are conducted solely by the employer’s internal staff.

Data privacy is respected and managed in compliance with applicable laws including GDPR. AI tools assist in reviewing application materials but human judgment guides all hiring choices. Applicants can request further information about data processing procedures.