Remote Legal Intake & Client Communications Specialist

NeoWork; United States; Remote; USD 40,000 - 64,000; Full time

Benefits offered by this job

Health insurance for contractors

Holiday Extra Pay

Mental health days

Annual review process

Job summary

NeoWork is seeking a Legal Intake & Client Communication Specialist to be the first contact for new leads, clients, and providers. The role blends empathetic client support with light sales to secure intakes and signed engagements.

You will coordinate with attorneys, ensure accurate data in FileVine/CRM, and guide conversations toward clear next steps in a fast-paced, regulated setting. This is a fully remote position with incentives and health coverage for contractors.

Qualifications

• Experience in legal intake or regulated contact centers.
• Strong communication skills, both written and spoken.
• Ability to follow intake scripts and qualification criteria.

Responsibilities

• Handle inbound calls from new leads, referrals, and active clients.
• Conduct outbound follow-ups via phone, SMS, and email (daily for up to 14 days).
• Qualify personal injury and mass tort cases based on defined criteria.
• Guide qualified callers through next steps and secure completed intake and signed engagement.
• Coordinate and confirm e-signatures and required documentation.
• Warm transfer qualified cases to attorneys or intake managers.
• Provide status updates to clients and respond to inquiries professionally.
• Escalate urgent situations related to injuries, medical needs, or legal deadlines.
• Maintain accurate case notes in FileVine or CRM systems.
• Support surge intake needs during mass tort campaigns.
• Strong spoken English and clear, professional written communication.
• Prior experience in legal intake, personal injury, mass tort, healthcare intake, insurance claims, or regulated contact centers.
• Comfort with consultative and persuasive conversations, including closing for next steps or signatures.
• Ability to handle distressed or urgent callers with emotional control and empathy.
• High attention to detail and strict adherence to intake scripts and qualification criteria.
• Experience working with CRM systems, legal case management tools, or similar platforms.
• Ability to perform well in a fast-paced, high-volume environment.
• We offer health insurance for contractors.
• Holiday Extra Pay
• The work hours generally align with standard business hours in the US, with some potential flexibility depending on the client’s needs.
• This is a 100% home-based position
• We prioritize the mental health of our team members and offer mental health days to support their well-being.
• In addition to the base salary, performance-based incentives are provided.
• There is an annual review and appraisal process in place.

Skills

Empathy & active listening

Clear communication

Attention to detail

Outbound follow-up

Managing client expectations

Tools

CRM systems

FileVine

Legal case management tools

Job description

NeoWork is seeking a Legal Intake & Client Communication Specialist to be the first contact for new leads, clients, and providers. The role blends empathetic client support with light sales to secure intakes and signed engagements.

You will coordinate with attorneys, ensure accurate data in FileVine/CRM, and guide conversations toward clear next steps in a fast-paced, regulated setting. This is a fully remote position with incentives and health coverage for contractors.