Remote Legal Intake Specialist for Veteran Claims

The Big Jobsite; Xico; Remote; MXN 641,000 - 898,000; Full time

Benefits offered by this job

Permanent work from home

Immediate hiring

Health Insurance Coverage

Job summary

The Big Jobsite is seeking a seasoned Legal Intake Specialist to be the first point of contact for veterans and families. This fully remote role requires empathetic, detailed intake interviews and the ability to gather sensitive medical, financial, and legal information for U.S.-based firms.

You will document conversations in CRMs such as Clio, Lawmatics, Salesforce, or HubSpot, maintain confidentiality, and coordinate with attorneys and staff to move qualified matters through the intake

Qualifications

• Experience in legal intake and law firm operations.
• Proven experience handling prospective client inquiries and conducting initial consultations.
• Excellent spoken and written English.
• Exceptional communication and active listening skills.
• Professional phone and video‑call presence.
• Strong ability to build rapport while maintaining professional boundaries.
• Excellent attention to detail.
• Strong organizational and documentation skills.
• Ability to accurately summarize conversations and record detailed notes.
• High emotional intelligence and empathy.
• Ability to handle confidential legal and medical information with discretion.
• Comfortable discussing disability, healthcare, employment, trauma, and benefits‑related matters.
• Experience using CRM systems, calendars, email, video conferencing, and cloud‑based software.
• Ability to work independently in a fully remote environment.
• Ability to work during U.S. business hours.
• Understanding of the difference between legal information and legal advice.

Responsibilities

• Serve as the first point of contact for prospective clients and their families.
• Conduct structured intake interviews via phone and video conference.
• Gather detailed information regarding disability, employment, medical history, veterans' benefits, and legal concerns.
• Screen potential matters using established firm intake guidelines.
• Clearly explain the firm's intake process, documentation requirements, and next steps.
• Schedule consultations and follow-up appointments as needed.
• Maintain professional, empathetic communication throughout every interaction.
• Accurately document intake conversations within the firm's CRM or case management system.
• Track follow-up activities, missing documentation, deadlines, and case status.
• Organize client records while maintaining strict confidentiality.
• Coordinate with attorneys, paralegals, and intake staff to move qualified matters through the intake pipeline.
• Assist in improving intake workflows, scripts, and client experience.
• Maintain organized calendars and communication records.
• Participate in regular video meetings with attorneys and staff.
• Ensure all work complies with established legal and operational procedures.

Skills

Legal intake

Law firm operations

Active listening

Communication skills

English proficiency

Tools

Clio

Lawmatics

Salesforce

HubSpot

GoHighLevel

Job description

The Big Jobsite is seeking a seasoned Legal Intake Specialist to be the first point of contact for veterans and families. This fully remote role requires empathetic, detailed intake interviews and the ability to gather sensitive medical, financial, and legal information for U.S.-based firms.

You will document conversations in CRMs such as Clio, Lawmatics, Salesforce, or HubSpot, maintain confidentiality, and coordinate with attorneys and staff to move qualified matters through the intake