Legal Intake Specialist

Posted 94ds ago

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Job Description

Legal Intake Specialist responsible for initial client contact and screening at law firm. Managing inbound inquiries, qualifying leads, and providing customer service support.

Responsibilities:

  • Promptly and professionally answer inbound client calls, acting as the primary voice of the firm to establish trust from the first point of contact
  • Conduct detailed intake processes with inbound callers to qualify leads and determine if their legal needs align with our firm's practice areas
  • Accurately capture and enter prospective client information, case facts, and contact details into our system to ensure the legal team has a clear starting point
  • Provide exceptional customer service by addressing initial concerns, explaining the next steps of the process, and maintaining a supportive tone
  • Utilize sales-minded communication techniques to guide potential clients through the intake funnel and encourage them to move forward with our services

Requirements:

  • Excellent communicative English skills, both verbal and written, are required for high-level professional interaction.
  • Proven experience in legal intake or handling high-volume professional inquiries
  • Legal industry experience is most ideal and highly preferred
  • Experience as a Receptionist or in a Sales environment is a significant advantage
  • Proven experience in legal intake or handling high-volume professional inquiries
  • Strong customer service orientation with the ability to handle sensitive situations with empathy

Benefits:

  • Work From Home
  • Performance Bonus