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