We are looking for an organized and professional Intake Specialist / Receptionist to support a U.S. criminal defense law firm.
This role focuses on answering incoming calls, speaking with potential clients, managing new leads, and scheduling consultations with attorneys.
The position will start as part-time, with an opportunity to transition to full-time. The idóneo candidate has strong communication skills, experience handling client intake, and is comfortable using legal case management software.
Key Responsibilities
Client Intake & Reception
- Answer incoming calls and assist potential clients
- Screen new inquiries and gather important case information
- Determine whether potential cases meet the firm's criteria
- Schedule consultations and follow-up calls with attorneys
- Provide professional and helpful customer service
- Handle sensitive client information with confidentiality
Lead Management & Follow-Up
- Enter and organize new leads in the case management system
- Manage the lead pipeline and update lead statuses
- Follow up with potential clients through calls and emails
- Send intake forms, agreements, and other required documents
- Track pending forms and follow up on incomplete information
- Maintain communication with leads throughout the intake process
Administrative Support
- Keep client information and case records accurate and updated
- Maintain organized intake notes and communication records
- Assist attorneys with scheduling and other intake-related tasks
- Perform other administrative duties as assigned
Required Qualifications
- Previous experience in client intake, legal reception, or a similar customer-facing role
- Experience using MyCase legal case management software
- Strong spoken and written English communication skills
- Comfortable handling a high volume of inbound calls
- Experience managing leads and following up with potential clients
- Strong organization and attention to detail
- Ability to handle confidential information professionally
- Able to work independently and manage multiple inquiries
Preferred Experience
- Experience working for a U.S. law firm
- Criminal Law or Criminal Defense experience
- Legal client intake and consultation scheduling
- Experience using VoIP phone systems such as Netlink Voice
- Experience sending retainer agreements and intake documents
Tools
- MyCase – Experience Required
- Netlink Voice – VoIP Phone System
Ideal Candidate
We are looking for someone who is confident on the phone, organized, dependable, and comfortable speaking with potential clients.
You should be able to manage incoming inquiries, follow up consistently, keep the lead pipeline updated, and help ensure potential clients receive timely assistance.
Requirements
- Available to work part-time initially, with the opportunity to transition to full-time
- Able to work during Central Time (CT) business hours
- Reliable high-speed internet
- Personal computer and headset
- Quiet and professional remote workspace