Passionate about helping others and experienced in U.S. legal intake? Join us as a Legal Intake Specialist
You’ll be the first point of contact for prospective clients, collecting case information, preparing documents, and delivering excellent service.
Strong English communication skills and prior U.S. law firm or U.S.-based legal experience are required.
What You’ll Be Doing:
Client Intake & Screening
- Answer initial calls, emails, and chat inquiries professionally
- Pre-qualify potential clients based on your law firm’s intake criteria
- Collect essential case details and input data into your CRM or case management system
- Set appointments or consultations with attorneys or paralegals
Lead Follow-Up & Nurturing
- Follow up with missed calls, form submissions, or incomplete intakes
- Keep your intake pipeline active with consistent, friendly communication
- Prevent potential clients from slipping through the cracks
Documentation & Case Prep
- Ensure all intake documents are accurately completed and organized
- Send and follow up on retainer agreements and initial client forms
- Maintain intake logs and summaries for attorney review
Bilingual Support Available
- English and Spanish-speaking specialists available to support diverse clientele
- Improve accessibility and client experience for non-English speakers
What We’re Looking For:
- Mandatory: Prior experience working in a U.S. law firm or in a U.S.-based legal role.
- Strong English communication skills (C1 level), both written and verbal.
- Bilingual fluency in both Spanish and English is essential.
- At least a year of customer service experience, with a focus on listening, empathy, and problem-solving preferably in the U.S. Law Firm or U.S. Company.
- Experience in sales or client-facing roles is a must You should be comfortable driving results and converting leads into active cases.
- Proficient in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).
- Excellent attention to detail and the abi