Remote Legal Intake Specialist — Client Onboarding

Baker Law Group, PLLC; United States; Remote; USD 33,000 - 37,000; Full time

Benefits offered by this job

Medical, Dental and Vision Insurance

401k

PTO

Job summary

Baker Law Group is seeking an Intake Specialist to be the first contact for prospective clients in a fully remote role. You will gather information, follow structured questionnaires, and help determine if a matter fits the firm.

Prior law firm experience helps but is not required; strong customer service and client-facing skills are essential. The role emphasizes listening, accuracy, and collaboration with Intake Attorneys and administrative staff to prepare intake notes and set expectations.

Qualifications

• Significant customer service or client-facing experience.
• Experience handling a high volume of inbound or outbound calls.
• Strong verbal communication and active-listening skills.
• The ability to build trust and rapport quickly.
• Comfort speaking with people who may be stressed, emotional, frustrated, or uncertain.
• Strong attention to detail.
• The ability to follow structured processes while thinking critically about each situation.
• Clear and accurate written communication.
• Strong computer skills and the ability to learn new platforms quickly.
• The ability to navigate multiple systems while speaking with a prospective client.
• Reliable organization, follow-through, and time management.
• The ability to work independently in a remote environment.
• A positive, professional, and team-oriented attitude.
• Familiarity with the U.S. legal system or the ability to learn legal intake concepts quickly.

Responsibilities

• Answer inbound calls from prospective clients.
• Make outbound calls to follow up with potential clients who have contacted the firm.
• Create a welcoming, professional, and reassuring first impression.
• Listen carefully to prospective clients and gather detailed information about their situations.
• Work through structured intake questionnaires and established screening procedures.
• Ask appropriate follow-up questions to clarify facts, timelines, parties, and client goals.
• Learn how the firm evaluates potential matters and identifies cases that may be a good fit.
• Recognize matters that require urgent attention or internal escalation.
• Document all calls and client information accurately in the firm’s systems.
• Prepare clear and complete intake notes for Intake Attorneys and legal teams.
• Coordinate live call transfers when an Intake Attorney is available.
• Communicate next steps and set appropriate expectations for prospective clients.
• Follow up with prospective clients regarding appointments, information, or missing documents.
• Work closely with Intake Attorneys, administrative staff, and other members of the sales and intake team.
• Maintain confidentiality and handle sensitive personal and legal information professionally.
• Contribute to individual client sign-up goals and overall team performance.

Skills

Customer service

Inbound/outbound calls

Verbal communication

Active listening

Attention to detail

Written communication

Organization

Remote work

Time management

Team collaboration

Adaptability

Problem solving

Tools

CRM systems

Microsoft Office

Phone systems

Job description

Baker Law Group is seeking an Intake Specialist to be the first contact for prospective clients in a fully remote role. You will gather information, follow structured questionnaires, and help determine if a matter fits the firm.

Prior law firm experience helps but is not required; strong customer service and client-facing skills are essential. The role emphasizes listening, accuracy, and collaboration with Intake Attorneys and administrative staff to prepare intake notes and set expectations.