Remote Intake Specialist

Smart Systematic Recruiting; Xico; A distancia; MXN 199.000 - 249.000; Jornada completa

Descripción de la vacante

Renier Hotopp Law Offices, LLC is seeking a Legal Intake Specialist to be the first point of contact for prospective clients. This phone-driven role involves gathering information, asking structured intake questions, and determining if cases meet firm criteria.

You will guide qualified leads toward consultations and maintain professional, confidential client interactions. The role is remote with a Monday–Friday schedule, 8:00 AM–5:00 PM, and compensation of $8–$9 per hour plus benefits.

Formación

• Excellent spoken and written English.
• Strong phone communication and active-listening skills.
• Ability to ask direct, structured questions while remaining empathetic and professional.
• Strong judgment and ability to follow established criteria when qualifying or disqualifying potential matters.
• Exceptional attention to detail and accurate documentation skills.
• Technologically proficient and able to learn CRM, intake, and case-management platforms.

Responsabilidades

• Handle inbound calls from potential new clients and conduct initial legal intake conversations.
• Speak with prospective clients professionally and compassionately while maintaining control of the conversation.
• Ask structured questions to understand the caller's legal issue, circumstances, timeline, location, and other relevant case information.
• Qualify or disqualify potential matters based on the firm's intake criteria.
• Identify whether a potential client's matter falls within the firm's practice areas and determine the next step.
• Gather complete and accurate information before scheduling qualified potential clients for consultations or case evaluations.
• Enter detailed notes and potential client information into the firm's systems.
• Manage and follow up with new leads by phone, email, and other approved channels.
• Schedule consultations and case evaluations for qualified potential clients.
• Follow up with potential clients who have not completed intake or consultations.
• Maintain confidentiality and professionalism when discussing sensitive matters.

Conocimientos

Excellent English

Phone communication

Structured intake questions

Judgment & criteria

Accurate documentation

CRM proficiency

Confidentiality

Herramientas

CRM platforms

Intake software

Case management tools

Descripción del empleo

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Descripción del trabajo

Legal Intake Specialist - Renier Hotopp Law Offices, LLC

Location: Remote
Job Type: Full-Time | Monday–Friday | 8:00 AM–5:00 PM
Compensation: $8–$9/hour, based on experience + Benefits

Be the First Point of Contact for People Seeking Legal Help

Renier Hotopp Law Offices, LLC is a growing Wisconsin law firm with offices in Burlington and De Pere. We are committed to providing responsive, compassionate, and professional service to every person who contacts our firm.

We are looking for a Legal Intake Specialist to serve as the first point of contact for potential new clients.

This is a phone-driven role. You will speak with prospective clients, gather information about their legal matters, ask structured intake questions, determine whether their case meets the firm's established criteria, and help qualified potential clients move forward to the appropriate next step.

This is not simply an administrative or receptionist position. You will play an important role in determining which potential matters are appropriate for the firm while ensuring every caller receives a professional and positive experience.

Responsibilities:

• Handle inbound calls from potential new clients and conduct initial legal intake conversations
• Speak with prospective clients professionally and compassionately while maintaining control of the conversation
• Ask structured questions to understand the caller's legal issue, circumstances, timeline, location, and other relevant case information
• Qualify or disqualify potential matters based on the firm's established intake criteria
• Identify whether a potential client's matter falls within the firm's practice areas and determine the appropriate next step
• Recognize matters that do not meet the firm's criteria and communicate next steps professionally
• Gather complete and accurate information before scheduling qualified potential clients for consultations or case evaluations
• Conduct conflict-check information gathering and ensure required information is documented correctly
• Enter detailed notes and potential client information into the firm's lead management and case management systems
• Manage and follow up with new leads by phone, email, and other approved communication channels
• Schedule consultations and case evaluations for qualified potential clients
• Follow up with potential clients who have not yet completed the intake or consultation process
• Send, track, and follow up on engagement documents, payment information, and other required materials when applicable
• Maintain accurate records of lead status, intake outcomes, follow-ups, and next steps
• Work closely with the Client Experience Manager and legal team to ensure qualified leads are handled efficiently
• Maintain confidentiality and professionalism when discussing sensitive personal and legal matters

Qualifications:

• Excellent spoken and written English
• Strong phone communication and active-listening skills
• Comfortable handling a high volume of phone conversations and follow-ups
• Ability to ask direct, structured questions while remaining empathetic and professional
• Strong judgment and ability to follow established criteria when qualifying or disqualifying potential matters
• Exceptional attention to detail and accurate documentation skills
• Ability to recognize important information during conversations and ask appropriate follow-up questions
• Comfortable speaking with people who may be frustrated, emotional, or dealing with stressful legal situations
• Strong organizational and time-management skills
• Comfortable working in a fast-paced environment where priorities may change
• Technologically proficient and able to quickly learn CRM, intake, and case-management platforms
• Reliable, responsive, and comfortable being accountable for follow-up tasks

Prior legal intake, law firm, call center, customer service, or phone-based sales experience is strongly preferred.

Experience conducting legal intake or screening potential clients is a significant advantage.

What Success Looks Like:

Success in this role means more than answering calls. You will help ensure that:

• Potential clients are contacted promptly
• Intake conversations are thorough and professional
• Important case information is captured accurately
• Matters are correctly qualified or disqualified according to firm criteria
• Qualified potential clients are moved efficiently to the appropriate next step
• Follow-ups do not fall through the cracks
• Every person who contacts the firm receives a professional client experience