Simpalm Staffing is seeking an experienced
Legal Intake Specialist
to support a U.S.-based law firm.
The adecuado candidate has
direct experience working with U.S. law firms
and strong verbal communication skills. This person will speak with prospective clients, gather initial information, understand their needs, and route qualified inquiries to the appropriate attorney or legal team.
Key Responsibilities
- Handle inbound calls and inquiries from prospective clients.
- Conduct initial client intake and gather relevant information.
- Ask appropriate questions to understand the client's legal needs.
- Document client information accurately in the firm's CRM
- Determine whether an inquiry meets the firm's basic intake criteria.
- Schedule consultations with attorneys or legal staff.
- Follow up with prospective clients when you need additional information.
- Communicate professionally and empathetically with clients, including those dealing with stressful situations.
- Maintain confidentiality when handling sensitive client information.
- Coordinate with attorneys, paralegals, and administrative staff.
- Follow established intake procedures and escalation guidelines.
Required Qualifications
- Previous experience working with a U.S. law firm is required.
- Experience in legal intake, client intake, legal support, or a similar client-facing legal role.
- Excellent spoken English and strong verbal communication skills.
- Comfortable speaking with U.S. clients by phone.