Legal Intake Specialist
We are looking for an experienced intake specialist with 2+ years of experience in working for law firms in the US. You will be working during US business hours (EST).To be considered, you need to meet the following criteria:
Key Responsibilities
* Answer incoming calls, emails, and inquiries from potential clients
* Gather and document detailed case information (case type, incident details, involved parties)
* Pre-screen leads to determine case eligibility based on firm criteria
* Schedule consultations or forward qualified leads to attorneys
* Ensure accurate data entry into legal CRM or case management systems
* Conduct conflict checks and ensure compliance with intake protocols
* Maintain confidentiality and uphold professional communication at all times
Requirements
* Experience in a law firm or legal setting 2+years
* Strong knowledge of legal terminology and basic case types (e.g., personal injury, workers' comp, family law)
* Excellent communication and active listening skills
* Proficiency in legal software (e.g., Clio, MyCase, Lawmatics) and general CRM tools
* Ability to handle high call volume and multitask under pressure
* Strong attention to detail and client confidentiality awareness
* High school diploma required; associate's or bachelor's degree in a legal or business field preferred