Legal Intake Coordinator
Core
First point of contact for prospective clients in a general practice law firm, conducting intake interviews and managing the client onboarding process.
Role type
Client-facing legal intake coordinator
Builds
Client engagement pipeline and case intake workflow
Domain
Legal services / Professional services
Deliverable
client delivery
Required skills
structured intake interviewing, CRM data management, lead qualification, consultation scheduling, document preparation, pipeline tracking
Preferred skills
US law familiarity, legal CRM platform expertise, diverse practice area background, sales conversion strategies
Technologies
Lawmatics, Clio Grow, Lead Docket, Clio, MyCase, Google Workspace, Slack, Zoom
Responsibilities
Conduct structured intake interviews to gather case information, enter and manage prospect data in CRM, qualify leads and route cases to attorneys, schedule consultations, prepare intake packets and engagement letters, track intake metrics, maintain follow-up with unconverted leads
