Legal Intake Specialist

Mayersohn Law Group, P.A.; United States; Remote; USD 10,000 - 60,000; Full time

Job summary

Join a compassionate team at a thriving law firm as an intake specialist! This role offers the chance to make a tangible difference in clients' lives by managing client relations and supporting the legal process. You will conduct intake calls, screen potential clients, and organize information efficiently. If you have a passion for helping others and possess strong communication skills, this opportunity is perfect for you. Be part of a close-knit team dedicated to client success and experience personal growth in a rewarding environment.

Qualifications

• Fluency in English required; Spanish is a plus.
• Experience in client intake or customer service preferred.

Responsibilities

• Conduct initial client intake calls and gather relevant case details.
• Screen potential clients to determine case eligibility.

Skills

Customer Service

Compassionate Listening

Communication Skills

Organizational Skills

Time Management

Fluency in English

Spanish Language

Tools

CRM System

Job description

Looking for a chance to join a close-knit, compassionate team of dedicated legal professionals? Our law firm is expanding and needs the help of an intake specialist to take client relations to the next level and manage our growing caseload. Our ideal candidate is great on the phone, a naturally compassionate and empathetic listener, and has a dedication to customer service and a passion for helping those in need. You’ll have an opportunity to help a thriving law firm succeed and make a tangible difference in clients’ lives every day. If this sounds like a job you’d love, apply now!

Responsibilities:

1. Conduct initial client intake calls and gather relevant case details.
2. Screen potential clients to determine case eligibility.
3. Accurately document and organize client information in our CRM system.
4. Provide clear instructions on the intake process and next steps.
5. Communicate professionally with clients, making them feel supported and informed.
6. Follow up with potential clients who have inquired about legal services but have not yet retained the firm.
7. Coordinate with attorneys and legal staff to ensure timely follow-up on cases.
8. Maintain confidentiality and professionalism at all times.

Qualifications:

1. Fluency in English (C1 or C2); Spanish preferred.
2. Previous experience in client intake, customer service, or a related role is a plus.
3. Excellent verbal and written communication skills.
4. Strong organizational and time management abilities.
5. Ability to work independently and efficiently in a remote setting.

Compensation:

$7 - $8 hourly