Legal Intake Specialist
Core
First point of contact for clients seeking legal assistance, managing intake calls, data entry, and appointment coordination.
Role type
Legal Intake Specialist
Builds
Client intake records and appointment schedules for US-based legal practice
Domain
Legal services / Administrative support
Deliverable
client delivery
Required skills
Verbal and written English communication, telephone etiquette, data entry, CRM management, call handling, appointment scheduling, record maintenance
Preferred skills
Law firm experience, legal intake experience, familiarity with estate planning/elder law/probate
Technologies
Actionstep, RingCentral, VoIP platforms, CRM systems
Responsibilities
Serve as first point of contact for clients via phone and email; manage 16–30 inbound and 16–30 outbound calls daily; collect and verify client information; record calls and intake details; maintain client records in CRM; coordinate appointment scheduling and cancellations; route inquiries to legal professionals; monitor outstanding requests and follow up; maintain calendars and task records.
Seniority
Individual Contributor