Legal Intake Specialist — Client Onboarding

TalentHop; United States; On-site; USD 36,000 - 60,000; Full time

Benefits offered by this job

Medical Insurance

Vision Insurance

Flexible Spending Account

Health Savings Account with employer’s

Employer-paid Life and AD&D Insurance

Voluntary Life Insurance options

Employer-paid Short-Term Disability

Employer-paid Long-Term Disability

Employee Referral Bonus Program

401(k) with company match

Job summary

TalentHop is seeking an Intake Specialist who will be the first contact for potential clients, assessing new cases and guiding them through the intake process. You will help identify viable matters and convert inquiries into clients, supporting the legal team’s mission for justice and compensation.

Responsibilities include handling calls, documenting details, evaluating case fit, and maintaining strong communication with clients and the team.

Qualifications

• Minimum 2 years in sales, call center, or customer service.
• Excellent verbal and written communication skills.
• Empathetic yet persuasive in a goal-driven environment.
• Able to type 40+ WPM and multitask.
• Availability for evenings/weekends.
• Preferred: bilingual English/Spanish and legal intake experience.

Responsibilities

• Respond to incoming calls and inquiries from prospective clients.
• Accurately document case details.
• Evaluate potential cases for fit and viability.
• Provide supportive, clear communication to callers.
• Guide prospective clients through the sign-up process.
• Build rapport and convert leads into signed clients.
• Collaborate with intake management on case evaluations.
• Maintain strong client and internal team relationships.
• Ensure timely follow-up and consistent communication.
• Enter and manage data in the case management system.
• Organize and upload client documents.
• Perform additional tasks as assigned.

Skills

Sales

Call Center

Customer Service

Communication

Bilingual EN/SP

Education

High School Diploma or GED

Job description

TalentHop is seeking an Intake Specialist who will be the first contact for potential clients, assessing new cases and guiding them through the intake process. You will help identify viable matters and convert inquiries into clients, supporting the legal team’s mission for justice and compensation.

Responsibilities include handling calls, documenting details, evaluating case fit, and maintaining strong communication with clients and the team.