Legal Intake Specialist

Job Description



Legal Intake Specialists receive and qualify new and prospective clients for a law firm. They are responsible for managing the process of onboarding new clients and evaluating incoming streams of claims and potential clients both on the phone. A legal intake specialist works with lawyers to schedule meetings, coordinate screening surveys and give the customers the best phone experience.



Some of the responsibilities include: 



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 the firm's criteria to keep lawyers’ schedules organized and grow caseload

Supervise new client onboarding and current client files through data entry and paperwork collection to ensure the cases are managed efficiently

 

 

Previous experience in customer service

Law background is highly valued

C1 English level

P.I (Personal Injury) experience is a plus

Communication skills

Great attitude