Client Intake Specialist

📋 Description

• Serve as the primary point of contact for prospective clients seeking legal support following
• Handle inbound and outbound calls, gathering detailed information while building trust
• Conduct structured intake interviews to collect comprehensive information about prospective clients
• Ask detailed case-related questions naturally and respectfully
• Record case details, contact information, and relevant documentation in CRM systems in real time
• Evaluate prospective clients against qualification criteria to determine alignment with legal

🎯 Requirements

• Direct experience in legal intake, preferably within a personal injury law firm or related legal
• Experience training, mentoring, or supporting other intake specialists is strongly preferred
• Confident, natural, and professional phone presence with the ability to remain composed during high
• Advanced English proficiency with strong spoken and written communication skills suitable for U.S.
• Strong active listening, empathy, and de-escalation skills for interacting with distressed
• Experience with legal CRM or case management platforms such as Salesforce, Litify, HubSpot, or

🎁 Benefits

• Competitive salary paid in USD
• 100% remote work arrangement with the flexibility to work from home
• Full-time schedule aligned with U.S. business hours
• Opportunity to work with a U.S.-focused legal services environment
• People-first role centered on meaningful client interactions
• Opportunity to develop expertise in legal intake, client qualification, CRM systems, and case