Legal Intake Specialist

Summary

Join our team as a Legal Intake Specialist and significantly improve case conversions using our voice-based intake system. This role primarily involves making outbound calls to follow up on leads, but also includes handling inbound calls as needed. You will guide potential clients through the intake process, accurately record case details, and meet daily and weekly call targets. The position requires strong communication, adaptability, and the ability to work independently. Experience in legal intake, customer service, or call centers is preferred, along with proficiency in CRM tools. We offer a supportive environment with coaching opportunities and a focus on professional development.

Requirements

• Law fresh graduates, paralegals, or candidates with experience in customer service, legal intake, or call centers are welcome
• Strong sense of accountability - reliable with schedules, updates, and response times
• Able to work independently with minimal supervision
• Open to coaching, quick to apply feedback, and resilient under pressure
• Must be able to operate with consistent internet connection and functional equipment (headset, PC)
• Flexibility in handling campaign shifts based on business needs

Responsibilities

• Make outbound calls to follow up on leads from marketing campaigns, online forms, or referrals
• Handle inbound calls as needed to support team collaboration and workflow continuity
• Adhere to a structured outbound script while building rapport and handling objections
• Consistently meet daily and weekly call volume targets and conversion benchmarks
• Accurately capture and update client information using CRM tools
• Manage rejections professionally and escalate qualified leads efficiently
• Provide clear and timely updates on availability, performance blockers (e.g., headset issues), or missed targets
• Participate in coaching sessions and apply feedback proactively
• Maintain transparency and accountability in daily work logs and call quality

Preferred Qualifications

• Proactive, with a keen ability to adapt and learn quickly
• Experienced in legal case intake
• Knowledgeable in client qualification and lead conversion processes
• Familiar with AI-powered call analysis tools or willing to learn and adapt to them