Intake Specialist
Gustavo PeraltaBZMIDPosted 5h ago
CRMLegal case management systemsLitifySalesforceLeadDocket
About the Role
Join a fast-growing U.S. boutique law firm as an Intake Specialist, serving as the first point of contact for prospective clients. This role is ideal for professionals with previous legal intake experience, strong communication skills, and the ability to handle high-volume client interactions while maintaining accuracy and empathy.
Key Responsibilities
• Conduct legal intake interviews with prospective clients
• Gather, assess, and document case information in real time
• Handle high volumes of inbound and outbound calls
• Perform preliminary case-related research
• Schedule consultations and coordinate with attorneys
• Maintain accurate records in CRM and legal case management systems
• Deliver a professional and compassionate client experience
Requirements
• Minimum 6 months of legal experience with a law firm or legal services provider
• Experience supporting U.S.-based clients
• Strong understanding of legal intake procedures and case qualification
• Advanced English communication skills (C1+)
• Ability to multitask while documenting information during calls
• Experience with CRM and legal case management platforms
• Strong attention to detail, organization, and professionalism