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Legal Intake Specialist (Remote, Night Shift)

Role overview

Qualifications

  • Background in legal intake, customer service, or client success
  • Excellent verbal communication and active listening skills
  • Comfortable with CRM tools and remote tech (PC, headset, internet)
  • Experience with AI call tools is a plus

Responsibilities

  • Make outbound calls to guide potential clients through legal intake
  • Follow up after attorney responses to encourage client engagement
  • Handle inbound inquiries and listen actively to client concerns
  • Record accurate client and case information in our CRM

Key facts

Hard skills

Other skills

  • Customer Service
  • Active Listening
  • Non-Verbal Communication
  • Problem Solving
  • Teamwork
  • Proactivity
  • Results Focused
  • Adaptability

About the company

LegalMatch logo

LegalMatch

Legal Services

LegalMatch was established in 1999 as a free, Web-based exchange to help individuals and small businesses make educated decisions when choosing a lawyer. Today, LegalMatch is the industry leader in legal marketing through our attorney/client matching services and is the best way to find the right lawyer. We are the premier marketing partner providing Legal Marketing Services for the solo and small firm attorney. Powered by leaders in engineering, law, membership services, marketing and administration, LegalMatch operates in all 50 states, and has developed a comprehensive team of legal marketing specialists that serve both consumers and the legal profession. The company is based in San Francisco, CA with offices in Austin, TX, Las Vegas, NV, and Reno, NV. "LegalMatch helps clients find the right attorney and attorneys effectively market their practice."​

Company details

Company typeSME
IndustryLegal Services
Company size51 - 200

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Job description

Join our team as a Legal Intake Specialist, helping potential clients take the first critical steps in their legal journey. You will guide prospects through the intake process, follow up after attorney responses, and ensure every qualified lead has the best chance at resolution. Your work directly supports LegalMatch’s mission of making legal help more accessible. 
Key Responsibilities
  • Make outbound calls to guide potential clients through legal intake. 
  • Follow up after attorney responses to encourage client engagement. 
  • Handle inbound inquiries and listen actively to client concerns. 
  • Record accurate client and case information in our CRM. 
  • Meet daily and weekly call and conversion goals. 
  • Represent LegalMatch clearly, professionally, and empathetically. 
  • Manage objections and rejections with professionalism. 
  • Participate in coaching and apply feedback actively. 
  • Collaborate with teammates to improve service delivery. 
  • Report any blockers or availability issues promptly. 


Skills, Knowledge and Expertise
  • Background in legal intake, customer service, or client success. 
  • Excellent verbal communication and active listening skills. 
  • Comfortable with CRM tools and remote tech (PC, headset, internet). 
  • Can manage multiple tasks with minimal supervision. 
  • Experience with AI call tools is a plus. 
  • Law grads, paralegals, and career-shifters are welcome. 
We’re looking for someone who is: 
  • Be proactive and focused on results 
  • Solve complex problems, even under pressure 
  • Have a “can-do” attitude to resolve issues efficiently 
  • Pursue continuous improvement in processes and systems 
  • Work well with teams and communicate effectively 


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MR

Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
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