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Legal Intake Specialist

Remote:

Full Remote

Experience:

Mid-level (2-5 years)

Work from:

Mexico

Offer summary

Qualifications:

At least 2 years of experience in legal intake or customer service., Strong verbal and written communication skills in English., Experience handling confidential information., Familiarity with case management software is a plus..

Key responsabilities:

Act as the first point of contact for potential clients.
Conduct initial screenings and enter data accurately.

TeamUp VA Human Resources, Staffing & Recruiting Startup https://www.teamupva.com/

11 - 50 Employees

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Job description

Job Title: Legal Intake Specialist
Job Type: Full-Time
Work Hours: Monday to Friday, U.S. Business Hours
Salary: $1,000

Job Overview:

We are seeking a detail-oriented and professional Legal Intake Specialist to handle the initial client intake process for a law firm. The ideal candidate will be responsible for gathering essential case details, pre-screening potential clients, and ensuring accurate data entry into the firm's system. This role requires excellent communication skills, a strong understanding of legal procedures, and the ability to handle sensitive client information with discretion.

Key Responsibilities:

Serve as the first point of contact for potential clients via phone, email, and chat.
Conduct initial client screenings by gathering relevant case details.
Accurately enter client information into the case management system.
Assess case viability based on established firm criteria and provide recommendations.
Schedule consultations and follow up with prospective clients.
Provide basic information about legal services and address client inquiries.
Ensure compliance with firm policies and confidentiality regulations.
Collaborate with attorneys and legal staff to streamline the intake process.
Maintain organized records of client interactions and follow-up activities.

Qualifications:

At least 2 years of experience in a legal intake, customer service, or administrative role within a law firm or related field.
Strong verbal and written communication skills in English.
Experience handling confidential information with professionalism.
Familiarity with case management software (Clio, MyCase, or similar is a plus).
Ability to assess client needs and determine case eligibility.
Strong attention to detail and data accuracy.
Proficiency in Microsoft Office (Word, Excel, Outlook) and Google Workspace.
Ability to multitask and work independently in a fast-paced environment.

Preferred Qualifications:

Experience in personal injury, family law, criminal defense, or immigration law intake.
Background in customer service or sales is an advantage.
Familiarity with legal terminology and procedures.