Legal Intake Coordinator

Empower Employ; Northern (KY); Hybrid; USD 38,000 - 52,000; Full time

Job summary

Empower Employ is seeking a full-time Legal Intake Specialist to join our dynamic law practice. You will evaluate prospective clients, onboard new matters, and manage data entry while supporting lawyers in scheduling and case management.

Ideal candidates bring customer service experience, strong communication, and empathy. The role involves collaboration with marketing to generate new leads and handling routine clerical tasks to keep operations efficient.

Qualifications

• Strong customer service experience and excellent communication are essential.
• Empathy and active listening help build trust with prospective clients.
• Familiarity with CRM software and data entry for case intake is preferred.

Responsibilities

• Evaluate prospective client inquiries and calls to assess case fit and ensure clients feel heard.
• Set appointments for qualified leads to keep lawyers’ schedules organized and grow caseload.
• Oversee onboarding and data entry for new clients and manage current files.
• Collaborate with marketing on outbound lead generation to bring in new cases.
• Perform clerical tasks including transcription, research, spreadsheets, and email correspondence to support operations.

Skills

Customer service

Communication

Empathy

Data entry

Education

High school diploma or equivalent

Bachelor’s degree preferred

Tools

CRM software

Microsoft Excel

Microsoft Office

Data management systems

Job description

Our rapidly-growing law practice is seeking a full-time legal intake specialist to join our team! You’ll survey prospective clients and empathize with them on the details of their case, manage new client onboarding and data entry, and help our lawyers book and manage their appointments. We’ll provide the training and resources to help you flourish in your role on a tight-knit, supportive, and passionate legal team. If you have prior customer service experience, great communication skills, and a passion for helping others

Legal Intake Specialist Responsibilities

• Evaluate prospective client inquiries and phone calls, analyzing their case fit and making sure they feel seen and heard
• Set appointments for potential clients that meet our criteria to keep our lawyers’ schedules organized and grow our caseload
• Supervise new client onboarding and current client files through data entry and paperwork collection to ensure our cases are managed efficiently
• Work with marketing to collaborate on outbound sales tactics and partnerships with other law firms in order to help bring in new cases
• Perform miscellaneous clerical tasks as needed, including transcription, research, spreadsheet management, and email writing to ensure operational efficiency

Legal Intake Specialist Qualifications

• High school diploma or equivalent required; Bachelor’s degree preferred
• Previous customer service or sales experience preferred
• Possesses outstanding communication skills and sense of empathy
• CRM and case management software experience a plus
• Proficiency with Microsoft Office products, especially Microsoft Excel
• Solid data entry, spreadsheet management, and computer skills
• Previous legal experience a plus

Requirements

A legal intake specialist receives and qualifies new and prospective clients for law firms. They are responsible for managing the processes of onboarding new clients and evaluating incoming streams of claims and potential clients both on the phone and in person. A legal intake specialist works with lawyers to schedule meetings, coordinate screening surveys and collect paperwork, and may work with marketing to provide support on outbound lead generation initiatives. Legal intake specialists monitor the phones at the office at a law firm.