Legal Intake Specialist

Daggett Shuler, Attorneys At Law; Winston-Salem (NC); On-site; USD 42,000 - 56,000; Full time

Benefits offered by this job

Medical, dental, and vision insurance

Paid time off and holidays

Retirement plan options

Professional development opportunities

Positive team atmosphere

Job summary

Daggett Shuler, Attorneys At Law, is seeking a Legal Intake Specialist to convert qualified leads into retained clients. You will build trust, assess needs, and guide prospective clients through the intake process while gathering key case information.

The ideal candidate has 1–3 years in sales or client relations, a legal studies or business background, and proficiency with MS Office, Adobe Acrobat, and case management software. Bilingual English/Spanish is a plus.

Qualifications

• 1–3 years of experience in sales, client relations, customer success, or business development.
• Associates or Bachelor’s degree in Legal Studies or Business Administration.
• Proficiency with MS Office, Adobe Acrobat, and case management software.
• Strong listening, empathy, organization, and time management.

Responsibilities

• Convert qualified leads into signed cases by building trust and explaining next steps.
• Answer inbound calls, emails, and online inquiries from prospective clients.
• Conduct initial intake interviews to gather facts and evaluate eligibility.
• Follow up with leads to strengthen engagement and retention.
• Document client information using legal case management software.

Skills

Sales

Client relations

Customer success

Business development

Active listening

Empathy

Attention to detail

Decision making

Organization

Time management

Bilingual English/Spanish

Education

Associates degree in Legal Studies or Business Administration

Bachelor’s degree in Legal Studies or Business Administration

Tools

MS Office Suite

Adobe Acrobat

Case management software

Job description

Creating: Superior Performance ~ Distinctive Impact ~ Lasting Endurance

Through: Teamwork ~ Service ~ Excellence

We help injured and disabled people through Teamwork, Service, and Excellence. As a Legal Intake Specialist, you will bring this mission to life by building trust with prospective clients, assessing their needs, and guiding them through the intake process. You will gather key case information, evaluate potential claims, and convert qualified leads into retained clients.

This role is well suited for professionals with experience in sales, client relations, customer success, or business development who are passionate about making a meaningful impact. The ideal candidate is an empathetic communicator with strong listening skills, a client-first mindset, and the ability to build rapport while confidently guiding prospective clients toward informed decisions about legal representation.

The DS Advantage!!

Creating: Superior Performance ~ Distinctive Impact ~ Lasting Endurance

Through: Teamwork ~ Service ~ Excellence

We help injured and disabled people through Teamwork, Service, and Excellence. As a Legal Intake Specialist, you will bring this mission to life by building trust with prospective clients, assessing their needs, and guiding them through the intake process. You will gather key case information, evaluate potential claims, and convert qualified leads into retained clients.

This role is well suited for professionals with experience in sales, client relations, customer success, or business development who are passionate about making a meaningful impact. The ideal candidate is an empathetic communicator with strong listening skills, a client-first mindset, and the ability to build rapport while confidently guiding prospective clients toward informed decisions about legal representation.

Key Responsibilities

• Convert qualified leads into signed cases by building trust, clearly explaining next steps, and meeting or exceeding conversion goals.
• Answer inbound calls, emails, and online inquiries from prospective clients.
• Conduct initial intake interviews to gather relevant facts, identify client needs, and evaluate eligibility based on firm guidelines.
• Promptly follow up with leads to strengthen client engagement, increase retention, and maximize conversion opportunities.
• Accurately document client information using legal case management software (e.g. Litify).
• Maintain confidentiality and comply with all legal, ethical, and firm standards.
• Provide client satisfaction by welcoming prospective clients and answering questions.
• Schedule in-office appointments (IOA) between prospective clients and attorneys.
  

Qualifications and Experience

• Experience: One to three years of experience in sales, client relations, customer success, or business development role.
• Education: Associates or Bachelor’s degree in Legal Studies or Business Administration.
• Technical Skills: Proficiency with MS Office Suite, Adobe Acrobat, and case management software.
• Soft Skills: Strong active listening, empathy, attention to detail, decision-making, organization, and time management skills.
• Language: Bilingual (English/Spanish fluency) is a plus.
  

Compensation and Benefits

• Competitive salary based on experience
• Medical, dental, and vision insurance
• Paid time off and holidays
• Retirement plan options
• Professional development opportunities
• Positive team atmosphere