Job Description
Job Title: Legal Intake Specialist Schedule: Monday to Friday 8:00 AM – 5:00 PM & 9:00 AM – 6:00 PM PST
Job Description:
• Serve as the first point of contact for prospective clients, managing inbound and outbound communications.
• Qualify leads based on firm-defined criteria.
• Collect and document accurate information in internal systems.
• Guide qualified prospects through the retainer process.
• Require strong communication skills, attention to detail, and understanding of legal intake processes.
Responsibilities:
• Handle inbound and outbound calls, messages, and follow-ups with prospective clients.
• Conduct structured legal intake interviews to gather personal and case information.
• Qualify leads according to established criteria and intake guidelines.
• Accurately document information in CRM or case management systems.
Skills:
• Fluency in English and Spanish (spoken and written).
Job Description:
• Serve as the first point of contact for prospective clients, managing inbound and outbound communications.
• Qualify leads based on firm-defined criteria.
• Collect and document accurate information in internal systems.
• Guide qualified prospects through the retainer process.
• Require strong communication skills, attention to detail, and understanding of legal intake processes.
Responsibilities:
• Handle inbound and outbound calls, messages, and follow-ups with prospective clients.
• Conduct structured legal intake interviews to gather personal and case information.
• Qualify leads according to established criteria and intake guidelines.
• Accurately document information in CRM or case management systems.
Skills:
• Fluency in English and Spanish (spoken and written).