Legal Intake Specialist

Role Overview

• Assist with new client setup and onboarding workflows.
• Prepare and send engagement letters accurately and promptly.
• Manage client intake processes from initial contact through onboarding.
• Perform accurate data entry and maintain organized client records.
• Gather case-related information from designated online sources.
• Conduct conflict checks in accordance with internal procedures.
• Answer and direct incoming phone calls in a professional and courteous manner -Call volume: 31 to 45 calls per day.
• Support general reception and administrative tasks as needed.

Requirements

• Excellent verbal and written communication skills.
• Professional phone etiquette and client-first mindset.
• Strong attention to detail and accuracy in data entry.
• Empathy and ability to build rapport with clients.
• Reliable, punctual, and accountable work habits.
• Task-oriented with a proactive sense of urgency.
• Strong organizational and time management abilities.
• Comfort working with CRM and digital tools.

Benefits

• Competitive salary.
• Paid Time Off.
• Bonuses.
• 100% remote/home-based position.
• Full-time, long-term career opportunities.
• Parental Leave.
• Professional development and training.
• Dedicated team support.
• Alignment with our clients' core values.