Legal Intake Specialist

Renier Hotopp Law Offices, LLC; Burlington (WI); Hybrid; MXN 199,000 - 224,000; Full time

Job summary

Renier Hotopp Law Offices, LLC is seeking a Legal Intake Specialist to serve as the first point of contact for prospective clients in a remote role. You will conduct intake calls, gather case details, ask structured questions, and determine if matters meet firm criteria before advancing to the next step.

This full-time, Monday–Friday position offers $8–$9/hour based on experience plus benefits, with a commitment to respectful client service and accurate documentation in the firm's CRM and

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.

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.

Skills

Excellent English

Phone communication

Active listening

Structured questioning

Judgment & criteria

Attention to detail

Info gathering

Calm under stress

Time management

Fast-paced environment

Tech-savvy / CRM

Reliability & follow-through

Legal intake experience

Call center experience

Customer service

Tools

CRM software

Intake software

Case management platforms

Job description

Legal Intake Specialist - Renier Hotopp Law Offices
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.

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

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.

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

This position is located in Mexico.
Compensation: $8 - $9 hourly