Legal Intake Specialist
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Job Description
Legal Intake Specialist serving as first contact for prospective clients seeking estate-planning and asset-protection guidance. Qualifying callers, documenting case details, and scheduling attorney consultations remotely.
Responsibilities:
- Serve as the first point of contact for prospective clients seeking guidance related to Medicaid planning, estate planning, asset protection, long-term care planning, and special needs planning
- Qualify prospective clients according to firm guidelines and established criteria
- Maintain accurate and detailed CRM records and notes
- Identify the nature of each caller's legal concerns
- Gather and verify financial, personal, and situational information accurately
- Conduct follow-up calls with prospective clients
- Answer inbound calls promptly, professionally, and with empathy
- Schedule consultations with attorneys and advisors when appropriate
- Follow established systems, scripts, workflows, and training protocols
- Deliver a professional and compassionate client experience on every interaction
Requirements:
- Minimum of 2 years of experience in intake, customer service, client services, call center, or phone-based client support roles
- Current experience working in a law firm is required
- Strong verbal and written English communication skills
- Ability to build rapport quickly and establish trust over the phone
- Ability to guide conversations naturally without sounding scripted
- Ability to remain calm, professional, and empathetic when speaking with stressed or emotional callers
- Comfortable following structured processes and documented procedures
- Experience using CRM systems and maintaining detailed records
- Ability to type and take notes while actively engaging in a conversation
- Reliable internet connection and a quiet, professional remote work environment
- All application documents must be in English
- Resume must be submitted in .DOC format
Benefits:
- Competitive salary
- Paid Time Off
- Bonuses
- 100% remote/home-based position
- Full-time, long-term career opportunities
- Parental Leave
- Professional development and training
- Dedicated team support
- Alignment with our clients' core values
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