The Legal Intake Specialist is essential in initiating contact with potential clients, performing
claim evaluations, and guiding them through the onboarding process. Working closely with
Intake Team Leads and management, the specialist ensures that every qualified lead is handled
with precision, care, and professionalism. This role demands a vibrant personality, strong sales
acumen, and a commitment to consistency and quality in client service.
Key Responsibilities
- Serve as the initial contact for prospective clients, assessing cases based on
firm-established criteria and professionally facilitating sign-ups.
- Promptly handle a high volume of inbound calls and messages from potential clients
across phone, email, chat, and text.
- Engage with clients warmly and effectively to build rapport, answer questions, and
communicate necessary information.
- Collaborate with attorneys and intake teams to coordinate and manage intake schedules
when needed.
- Uphold the firm's reputation by delivering outstanding service that meets and exceeds
client expectations.
Required Skills And Qualifications
- Sales Experience: 6 months to years of sales experience, with a proven ability to
influence, qualify leads, and successfully manage client intake.
- Communication Skills: Excellent verbal, interpersonal, and written communication
skills, with an ability to engage clients warmly and effectively.
- Multitasking: Comfortable handling multiple tasks with frequent interruptions in a
fast-paced environment.
- Organizational Skills: Strong organization, time management, and problem-solving
abilities.
- Consistency: Steady work history is preferred; candidates with a track record of job
stability are encouraged to apply.
- Judgment and Discretion: Demonstrates flexibility, initiative, and sound judgment.
- Vibrant Personality: Engaging, positive demeanor that builds rapport with clients and
conveys trustworthiness and professionalism.
Education and Experience
- Bachelor's Degree (preferred).
- 6 months to a Year of Related Experience in customer or client services, ideally in a
legal, sales, or call center environment.
