Legal Intake Specialist
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Job Description
Legal Intake Specialist managing initial client intake and follow-up for U.S. firms. This role involves evaluating leads, preparing documentation, and coordinating with legal entities.
Responsibilities:
- Manage all initial client intake and follow-up communications to ensure no qualified lead is missed.
- Evaluate incoming leads against firm criteria and gather complete, accurate case details.
- Prepare and process intake documentation, retainers, and initial payments to support timely case onboarding.
- Coordinate with courts, prosecutors’ offices, probation departments, attorneys, and staff to verify case information.
Requirements:
- Experience managing phone-based client intake and follow-up communications.
- Ability to evaluate whether leads meet defined criteria for case acceptance.
- Experience gathering background case information from multiple sources.
- Demonstrated persistence in monitoring and following up on pending leads.
- Experience preparing contracts or retainer-style agreements.
- Ability to process initial client payments and manage electronic document signing.
- Experience opening, organizing, and maintaining new case files.
- Ability to review and confirm that all case information is complete and accurate.
- Experience contacting courts to obtain case-related information.
- Experience contacting prosecutors’ offices to obtain case-related information.
- Experience contacting probation departments to obtain case-related information.
- Ability to support the full case intake process from first contact through file completion.
- Strong verbal communication skills and ability to build rapport with clients and team members.
- Experience processing payments through online payment platforms.
- Strong problem-solving skills and attention to detail.
- Ability to complete work on time and consistently follow tasks through to completion.
- Ability to keep databases and records accurate and up to date.
Benefits:
- Competitive monthly compensation paid in USD
- Access up to 50% of approved earnings before payday (no credit checks or fees)
- On-time, reliable pay
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