Job description · Legal support · Full-time
Legal Intake Specialist job description
A legal intake specialist answers new client inquiries, gathers case details, runs conflict checks, and books consultations. Fast, caring intake turns more inquiries into signed clients.
Responsibilities
- Answer new inquiries by phone, chat, and web form quickly
- Collect case facts using the firm's intake script
- Run conflict checks and record results
- Book consultations on attorney calendars
- Send engagement documents and follow up on signatures
- Track lead sources and conversion in the CRM
Requirements
- One to three years in legal intake, call center, or client service
- Empathetic phone presence
- Accurate note-taking
- Follows scripts without sounding scripted
- Confidentiality awareness
Tools
- Clio Grow or Lawmatics
- RingCentral or Aircall
- DocuSign
- Calendly
What success looks like after 90 days
- New inquiries answered within minutes during business hours
- Complete intake notes for every consultation
- Lead-to-client conversion tracked
Screening questions
Ask these before you book an interview.
- Have you handled intake for a law firm?
- Which intake or CRM tools have you used?
- How do you stay calm with distressed callers?
- This is a full-time role working set hours each business day. Can you commit to that schedule?
Interview questions
- Role-play: a caller was injured in a car accident yesterday.
- How do you avoid giving legal advice on intake calls?
- A lead does not sign the engagement letter. What next?
- How do you make sure the attorney has everything before the consult?
Hiring tip
Train intake staff on what they must never say, including anything that sounds like legal advice. Clear rules protect the firm and the client.
Legal Intake Specialist hiring FAQ
What does a Legal Intake Specialist do?
A legal intake specialist answers new client inquiries, gathers case details, runs conflict checks, and books consultations. Fast, caring intake turns more inquiries into signed clients. Day to day, the role covers work such as: answer new inquiries by phone, chat, and web form quickly, collect case facts using the firm's intake script, and run conflict checks and record results.
How much does it cost to hire a full-time Legal Intake Specialist from the Philippines?
We place a full-time Legal Intake Specialist from the Philippines for $1,800 a month. Every candidate passes our top 2% vetting, starts within 14 days, and comes with a 1-week trial backed by a replacement or refund. The price is a flat monthly rate for a dedicated full-time hire.
What skills should a Legal Intake Specialist have?
Look for: one to three years in legal intake, call center, or client service, empathetic phone presence, accurate note-taking, and follows scripts without sounding scripted. Common tools include Clio Grow or Lawmatics, RingCentral or Aircall, DocuSign, and Calendly.
What should a Legal Intake Specialist achieve in the first 90 days?
New inquiries answered within minutes during business hours, complete intake notes for every consultation, and lead-to-client conversion tracked.
Can I copy and edit this Legal Intake Specialist job description?
Yes. Copy it with one click, edit it for your business, and post it anywhere. For a version built from your own task list, open it in our free job description generator, or book a strategy call and we will find the hire for you.
Want us to find your Legal Intake Specialist?
We place a full-time Legal Intake Specialist from the Philippines for $1,800 a month. Every candidate passes our top 2% vetting, starts within 14 days, and comes with a 1-week trial backed by a replacement or refund.