Legal Intake Specialist

Overview

A partner organization is seeking a Legal Intake Specialist based in the United States. This remote role serves as the first point of contact for individuals seeking legal support, combining client service, communication, and consultative skills to understand callers’ needs, qualify opportunities, and connect them with appropriate legal resources.

Responsibilities

• Handle inbound calls from potential clients with empathy, professionalism, and active listening to create a positive first impression.
• Qualify leads by gathering relevant information, understanding client needs, and determining suitability for available legal services.
• Schedule consultation appointments while working toward weekly booking goals and supporting conversion targets.
• Complete intake documentation accurately within legal CRM systems, ensuring records are complete, organized, and up to date.
• Follow up with potential clients, answer pre-consultation questions, and maintain engagement until appointments are confirmed.
• Manage sensitive client information with discretion, confidentiality, and professionalism.
• Participate in regular call reviews and coaching sessions to improve communication techniques, intake quality, and conversion performance.
• Collaborate with internal teams to ensure qualified opportunities are transferred smoothly and efficiently.

Requirements

• 3–5 years of experience in legal intake, legal administration, client services, or a similar law firm-facing role.
• Familiarity with legal CRM platforms such as Lawmatics or similar intake management tools.
• Strong consultative communication skills with the ability to guide conversations and build trust with potential clients.
• Excellent spoken English skills with a warm, confident, and professional communication style.
• Ability to handle emotionally sensitive conversations with empathy, patience, and professionalism.
• Strong attention to detail and accuracy when completing documentation and managing client information.
• Self-motivated, reliable, and comfortable working independently in a remote environment.
• Ability to work toward performance targets and thrive in a results-driven setting.
• Must be currently located in Europe or Latin America.

Compensation & Benefits

• Competitive monthly salary paid in USD.
• Performance-based bonuses linked to consultation booking results.
• Fully remote work environment.
• 10 paid vacation days annually plus U.S. federal holidays.
• Weekly coaching and call review sessions to support professional growth.
• Opportunity to strengthen legal client management, communication, and conversion skills.
• Supportive remote culture recognizing reliability, empathy, and performance.

Location

• This position is remote but requires candidates to be currently located in Europe or Latin America.