Legal Intake Specialist (Remote – Ongoing Contract) - Contract to Hire

Overview

We are a growing law firm seeking a detail-oriented and empathetic Legal Intake Specialist to serve as the first point of contact for potential clients. This role is critical in creating a positive first impression, gathering key information, and ensuring a smooth onboarding experience. This is a remote, contract-based role (Upwork) with the potential for long-term collaboration. What You’ll Do Respond to incoming client inquiries via phone, email, and online platforms in a professional and empathetic manner Conduct initial intake screenings to gather essential case information and determine eligibility Accurately document all interactions in our CRM/intake system Clearly explain our services and set realistic expectations for potential clients Coordinate and schedule consultations between clients and attorneys Follow up with prospects to ensure all required information is collected Prepare engagement documentation and maintain intake records Compile and organize consultation notes for internal use Maintain strict confidentiality and professionalism at all times Support ongoing process improvements and administrative tasks What We’re Looking For Strong communication skills (written and verbal) with a client-first mindset Experience in legal intake, call handling, or client service roles (law firm experience preferred) Ability to handle sensitive conversations with empathy and professionalism Highly organized with strong attention to detail Comfortable using CRM systems and technology tools Ability to work independently and manage follow-ups effectively

Nice to Have

Experience with law firm intake processes or case screening Familiarity with tools like MyCase, Clio Grow, or similar platforms Prior remote work experience Engagement Details Remote (work from anywhere) Flexible hours with availability during U.S. business hours preferred Ongoing work with consistent weekly hours