Intake Specialist; Law Firm

USA Client

Remote hours (4pm-12am)

We are seeking a detail-oriented and client-focused Intake Specialist to be the first point of contact for inbound clients at our law firm. This role is critical in creating a positive client experience by guiding prospective clients through initial processes, gathering accurate information, and ensuring a smooth onboarding journey.

Serve as the first point of contact for inbound client inquiries (phone, email, and online forms)

Provide high-touch hand-holding support by clearly explaining legal intake processes and next steps

Guide clients through onboarding, required documentation, and completion of intake forms

Collect, review, and accurately document client information in internal systems

Ensure all intake records are complete, well-written, and compliant with firm standards

Communicate professionally and empathetically with clients, often during stressful situations

Coordinate with internal legal and administrative teams to ensure seamless client transitions

Excellent written and verbal communication skills

Strong organizational and time-management abilities

High attention to detail with the ability to handle multiple intakes simultaneously

Confident, warm, and patient client communication style

Strong writing skills for notes, summaries, and client correspondence

Ability to follow structured processes while maintaining a client-first approach

40 hours per week

Must be available for a minimum of 6 hours overlapping with U.S. business hours

Remaining hours may be flexible (up to 2 hours flex, depending on operational needs)

Previous experience in a law firm, legal intake, or client services role

Familiarity with onboarding workflows and form-driven processes

Comfortable working remotely and independently while meeting deadlines