Legal Intake Specialist – Remote

About the role

We are seeking a Legal Intake Specialist to join our U.S.-based law firm remotely. The role focuses on converting incoming prospects into qualified cases and booked consultations, providing a professional and empathetic client experience.

Key responsibilities

• Handle inbound and outbound calls with prospective clients and conduct structured intake interviews.
• Identify qualification criteria, follow up via phone, WhatsApp, SMS, and email, and schedule consultations.
• Maintain accurate CRM records and move prospects through the funnel: Lead → Qualified → Consultation → Retainer/Client.
• Meet intake, appointment‑setting, and conversion KPIs.

Required profile

• 1–2+ years of experience in legal intake, client intake, or legal call center roles.
• Previous experience working with U.S. clients and C1‑C2 level English proficiency.
• Strong phone communication, active listening, and high‑volume call handling.
• Commercial mindset with ability to handle objections and qualify leads.

Required skills

• Experience with CRM platforms such as Clio Grow, Lawmatics, HubSpot, Salesforce, GoHighLevel, MyCase or similar.

What we offer

• Competitive monthly salary of $800–$1,000 based on experience and performance.
• Fully remote work arrangement.