Legal Intake Specialist

Legal Intake Specialist JLM HR Consulting - 5.0 Bethesda, MD Job Details Full-time $45,000 - $50,000 a year 12 hours ago Qualifications Customer records maintenance Confidential information handling Customer relationship building Client onboarding Email customer support Case assessment Phone communication Legal office phone management Interviewing clients Conversion rates analysis Intake Caseload management Service scheduling Client rapport building Client inquiry handling Client file management Mid-level Lead Conversion Meeting scheduling Client database systems Clio Decision making Customer engagement Organizational skills Interviewing Case referral Legal case management Lead generation activity metrics tracking Legal client intake Process management Full Job Description Position Overview The Legal Intake Specialist serves as the first point of contact for prospective clients, playing a critical role in client experience and case evaluation. This position is responsible for gathering detailed information, assessing potential cases against firm criteria, and ensuring a smooth and professional onboarding process. Key Responsibilities Serve as the initial contact for prospective clients via phone, email, and online inquiries Conduct thorough intake interviews to gather relevant facts, and background information Evaluate potential cases based on firm guidelines and escalate qualified leads to attorneys Accurately enter and maintain client information in case management systems (e.g., Clio) Schedule consultations and coordinate attorney calendars Communicate clearly and empathetically with clients, often during stressful or sensitive situations Follow up with prospective clients to ensure engagement and completion of intake process Maintain confidentiality and handle sensitive legal information with discretion Track and report on intake metrics (conversion rates, lead sources, etc.) Collaborate with attorneys and administrative staff to improve intake workflows and processes Assist with other administrative duties as necessary (answering phone, reception, etc.) Qualifications Prior experience in customer service preferred Strong interpersonal and communication skills, with the ability to build rapport quickly Excellent organizational skills and attention to detail Ability to manage multiple inquiries and prioritize effectively Comfort working with case management software (experience with Clio or similar systems a plus) High level of professionalism and discretion when handling confidential information Strong problem-solving skills and sound judgment in evaluating potential cases Key Competencies Client-centered mindset Active listening and empathy Attention to detail and accuracy Time management and responsiveness Team collaboration Work Environment Office-based or hybrid role possible May require occasional remote evening availability to accommodate client schedules