Legal Intake Specialist

• Manage inbound and outbound calls
• Gather and enter information from prospective clients according to intake procedures
• Coordinate scheduling requests, appointment rescheduling, and cancellations
• Maintain accurate, organized, and up-to-date records
• Manage communications through RingCentral and email
• Route calls and inquiries to appropriate team members
• Provide a positive first impression through clear, courteous, client-focused communication
• Make approximately 16 to 30 outbound calls per day as needed
• Handle approximately 16 to 30 inbound calls per day
• Document calls, messages, intake information, and follow-up activities
• Enter, update, and maintain client and prospect information in Actionstep
• Follow up on outstanding requests
• Manage voicemails, return calls, and communicate messages accurately
• Follow established workflows and assist with additional intake-related and administrative responsibilities

• Monday through Friday, 8:30 a.m. to 5:30 p.m. Eastern Time, with lunch from 1:00 p.m. to 2:00 p.m.
• Previous experience in customer service, call handling, intake, reception, or a similar position
• Strong verbal and written English communication skills
• Professional phone etiquette and a client-focused approach
• Strong organizational skills and attention to detail
• Ability to manage multiple calls, requests, and follow-up tasks throughout the day
• Reliable follow-through and the ability to prioritize tasks effectively
• Basic computer proficiency and accurate data-entry skills
• Ability to learn new software and follow established procedures
• Ability to work independently while collaborating effectively with a team
• Previous law firm or legal intake experience is preferred
• Familiarity with estate planning, elder law, probate, or related legal services is preferred
• Actionstep or a similar CRM platform
• RingCentral or a similar VoIP phone system
• Email and general computer applications

• Remote work opportunity
• Great Place to Work Certification environment