Legal Intake Specialist – Client Services

About the role

We are seeking a motivated Legal Intake Specialist to become the first point of contact for prospective clients. In this role you will combine your legal knowledge with strong customer‑service skills to ensure a smooth and professional intake experience.

Key responsibilities

• Answer inbound calls from prospective clients with professionalism and empathy.
• Gather, verify, and document client information accurately.
• Manage, track, and follow up on leads throughout the intake pipeline.
• Maintain detailed records and update CRM and case‑management systems.
• Provide exceptional support during the entire intake process.
• Collaborate with internal teams to ensure seamless case intake and lead management.

Required profile

• Advanced English proficiency (C1+).
• Legal background with at least one year of experience as a legal intake professional or legal assistant.
• Proven experience managing and following up on leads.
• Strong attention to detail and data accuracy.
• Excellent communication and customer‑service abilities.
• Ability to multitask and stay organized in a fast‑paced environment.

Required skills

• CRM systems
• Case‑management systems