Legal Intake Specialist
Veta Virtual
Launch Your Next Successful Chapter with Veta Virtual! Veta Virtual is hiring a Legal Intake Specialist for a busy law firm in Virginia specializing in family law, criminal defense, and estate planning. This is a client‑facing, conversion‑driven role for someone warm, professional, and skilled at turning an inbound call into a booked consultation — with real sales instinct, not just customer service. Your Role: As a Legal Intake Specialist , you will be the first voice potential clients hear when they reach out to the firm — responsible for handling inbound calls, qualifying leads, booking consultations, and completing intake documentation in Lawmatics with accuracy and care. Your goal is to convert qualified callers into booked consultations while ensuring every person who contacts the firm feels heard, respected, and well‑served — regardless of whether they become a client. Your day‑to‑day will involve: Answering inbound calls from potential clients — listening actively, responding with empathy and professionalism, and creating a positive first impression that reflects the firm's values. Qualifying leads by asking the right questions — understanding the caller's situation, assessing whether they are a good fit for the firm's services, and making a confident, informed booking decision without wasting the attorney's time on poor‑fit consultations. Booking consultation appointments — working toward a target of 15 booked consultations per week and earning performance bonuses tied directly to your conversion rate. Completing intake documentation accurately in Lawmatics — capturing all required information, filling out intake forms correctly, and ensuring every record is complete and current before the consultation takes place. Following up with potential clients as needed — sending reminders, answering pre‑consultation questions, and keeping leads warm until their appointment is confirmed. Participating in weekly call review sessions with the firm's consultation specialist — listening to recorded calls, receiving coaching feedback, and continuously improving your intake and conversion approach. Handling all client interactions with the highest level of professionalism and discretion — callers are often in stressful personal situations and how you treat them matters enormously. What You'll Need: 3–5 years of legal intake, legal administrative, or law firm client‑facing experience — you know how law firms operate and represent them professionally on every call. Lawmatics or similar legal CRM experience — comfortable navigating intake workflows and completing forms accurately. Genuine sales instinct — you know the difference between customer service and consultative selling and can guide a hesitant caller toward booking naturally. Exceptional verbal English — warm, clear, confident, and professional with every caller regardless of their situation. Reliable, detail‑oriented, and self‑motivated — you show up, do the work, and hold yourself accountable without being managed closely. Comfortable with weekly booking targets and performance‑based bonus structures. To be considered for this role, you must be currently based in Latin America (LATAM) or Europe. What We Offer: Competitive base salary in USD — paid consistently every month. Performance bonuses — tied directly to your consultation booking conversion rate. 10 paid vacation days per year plus all U.S. federal holidays. 100% remote — open to candidates based in LATAM or Europe. Weekly coaching and call review sessions to continuously sharpen your intake and conversion skills. A supportive culture through Veta Virtual and our client where your reliability, empathy, and results are valued from day one. Ready to Apply? If you are ready to be the voice that connects people in need with the legal help they deserve — apply now and launch your next chapter with Veta Virtual. Once you apply, you will complete a short 2‑minute video question as your first chance to show us your communication style and empathy. We can't wait to meet you! #J-18808-Ljbffr Veta Virtual
$1,000 - $1,300 per month
Crisp Recruit is hiring two Intake Specialists for the Law Offices of Jeremias E. Batista. This fully remote role involves answering inbound calls, guiding clients through intake questionnaires, and supporting bankruptcy case progression. Ideal candidates will excel in...LegalRemote jobFlexible hours- ...seeking a polished, reliable, and client‑focused Immigration Intake Specialist to join our team and play a key role in ensuring smooth daily... ...physical and digital client files. Qualifications Experience in a legal or professional office setting, demonstrating strong...LegalWork at office
$50k - $55k
Our client, a leading law firm based in NYC, is seeking an Intake Specialist to join the team. The position is hybrid , with one in-person day per week required at their office in Midtown Manhattan . The firm offers excellent benefits including generous PTO and 401(k) with...LegalWork at office1 day per week$55k - $75k
...operators with purpose‑built AI to handle intake, claim opening, medical records, police... ...scale it nationwide. This Role Intake Specialists are the first voice potential clients hear... ...of trust with every partner. Your Team Legal Operations is responsible for delivering...LegalWork at officeFlexible hoursAfternoon shift$40k - $50k
...Intake Specialist New York, New York • Full-time $40,000 - $50,000 annually, depending on experience. About the Firm: Mizrahi Kroub... ...collaborative, mission-driven, and dedicated to providing high-quality legal representation while fostering the growth and development of...LegalFull timeWork at officeRemote work- Tort Experts is seeking an Intake Advocate to serve as the first point of contact for potential claimants seeking legal assistance. Your role involves guiding claimants through the eligibility screening process and assisting with initial documentation. This role requires...LegalRemote job
$20.87 per hour
...by providing crucial housing services and eviction prevention legal support that helps clients achieve permanent, stable housing.... ...a meaningful difference in people's lives. Title : Intake Specialist - Shelter Location : New York Metropolitan Area...LegalHourly payPermanent employmentFull timeTemporary workLocal areaShift workWeekend workAfternoon shift$43k - $46k
...Intake Specialist The Intake Specialist (IS) will support the efforts of the Centralized Intake Program throughout the five boroughs. The... ...URI's services. They will provide additional support to the Legal Education and Advocacy Program (LEAP), the Economic Empowerment...LegalWork at officeLocal areaRemote work- WizeHire, Inc. is seeking a compassionate, bilingual Intake Specialist to connect with clients during crisis moments and guide them toward next... ...position but a mission-critical intake role within a growing legal-focused team. You will manage calls during regular hours,...LegalRemote jobHourly payMonday to Friday
- A leading legal compliance firm is seeking a Legal Intake Specialist to manage initial consultations, ensure compliance of cases, and handle documentation for a seamless intake process. The ideal candidate will have a Bachelor's degree in a relevant field and 1-2 years...LegalRemote jobFlexible hours
- Mansfield Melancon Injury Lawyers is looking for a part-time Virtual Legal Intake Specialist to provide essential intake coverage remotely. The ideal candidate will act as the first point of contact for new clients, showcasing their empathetic communication skills. Responsibilities...LegalRemote jobHourly payPart time
$44.55k - $51.23k
...will take concerning a family’s childcare services. The FHU Intake Specialist prepares case evidence packets for fair hearing cases, facilitates... ...with the agency representative at the time of interview. Legal Requirements Section 424‑A of the New York Social Services...LegalTemporary workWork at office- Location: Remote Department: Legal & Compliance Reports To: Managing Attorney Job Summary As the first point of contact at CCM, the Legal Intake Specialist reviews engagement documentation from referring attorneys, collects essential information, and ensures cases meet...LegalContract workRemote work
- ...Legal Intake Specialist Phillips & Associates is currently seeking a highly organized and detail-oriented Legal Intake Specialist to join our team. As a Legal Intake Specialist, you will play a crucial role in assisting clients with their initial inquiries and facilitating...LegalWork at officeMonday to Friday
- The Facilitated Intake Team (FIT) Social Worker provides comprehensive intake assessments for clients entering the Mental Health Outpatient... ...mental health, substance use disorders, financial, housing, legal and medical need Expected to complete between 6-8 intakes per da...LegalWork at office
- ...Innovation Responsible Environmental Stewardship About the Role Intake Specialist The Intake Specialist plays a vital role in supporting... ...Advantage Reimbursement Plan Identity Theft Protection and Legal Plan Requirements Disclosure Company conducted Background Check...LegalTemporary workWork experience placementWork at officeFlexible hours
- ...Intake Specialist Phillips & Associates seeks an intake specialist to answer calls and follow up with potential clients during the weekend.... ...& Labor Law Firms" in New York" by the American Institute of Legal Counsel. Additionally, many of our attorneys have achieved "best...LegalWork at officeRemote workWeekend work
$31.21 per hour
...associates, please click here. OUTREACH SPECIALIST (Full-Time) Days/Hours required:: Mon/... ...participants from first contact through intake completion. The Outreach Specialist will... ...employment instability, housing insecurity, and legal system involvement—that require the...LegalHourly payFull timeWork at officeTrial periodShift workAfternoon shift$61.81k - $63.96k
...pantries, health care navigation, and more. We have a robust legal program that offers direct representation across a spectrum of... ...’s work. Current Opening: We are hiring an Immigration Intake Specialist to join and support our dynamic immigration team. The Intake...LegalImmediate startHome office3 days per week$62.87k - $72.3k
...placement. In conjunction with the contracted providers, ACS provides intake, case management, conferencing, school support and monitoring... ...placement and aftercare. Coordinate with ACS Family Court Legal Services (FCLS) to ensure Extensions of Placement Petitions and...LegalContract workWork at office$109k - $130k
...The Revenue Specialist will serve as the primary point of contact for the end-to-end Quote-to... ...Cash (Q2C) process, from new client/matter intake to collections, with a strong focus on... ...liaison between Billing Partners, client legal operations teams, finance technical support...LegalHourly payWork at officeWorldwide- ...such matters as education, healthcare, housing, social services, legal issues, etc. Assist clients in attaining their Housing related... ...time after move-out to assure client stability. Conduct initial intake and assessment of clients’ needs and periodic re-assessments. Create...LegalPermanent employmentTemporary workLocal areaImmediate start
$26.37 - $27.47 per hour
...housing services and eviction prevention legal support that helps clients achieve permanent... ...in people’s lives. Reports to Housing Specialist Supervisor-Shelter Pay Range $26.37 - $27... ...transitional and permanent housing Assist in client intake, service planning, advocacy and referral...LegalHourly payPermanent employmentFull timeTemporary workLocal areaShift workWeekend workAfternoon shift$49.01k - $98.73k
...and up to date? As a Corrections Records Specialist with the Department of Corrections, you will... ...inmate movement, identification, and legal processes at the State Correctional Institution... ...actions for sentence updates or releases Intake Processing: Interview, photograph, and...LegalFull timeSecond jobWork at officeLocal areaRemote workMonday to Friday$50k
...As part of the SSVF team, the Outreach Specialist is the initial S:US contact point for Veterans... ...customer service while conducting intake assessments, referral management and triage... ...internal and external housing, employment and legal services. Promotes the SSVF Housing...LegalPermanent employmentWork at officeLocal areaFlexible hours- ...structured assessments, we want to hear from you. The Intake, Orientation and Assessment Specialist plays a critical role in ensuring participants begin... ...participant confidentiality in accordance with program and legal standards. Apply trauma-informed and culturally...Legal
$55k - $85k
...New Business Intake Coordinator A national law firm is seeking a New Business Intake Coordinator. The ideal candidate will be responsible... ...and Education 2 years NBI/Conflicts experience. Prior legal industry new business intake/conflicts experience preferred. Preferred...LegalRemote work$24 per hour
...A nonprofit youth support organization in New York is seeking a Bi-Lingual Intake & Community Specialist. This role aims to meet immediate needs of homeless youth seeking shelter and support. Responsibilities include developing outreach strategies, conducting intake assessments...Hourly payImmediate start$18.92 - $23.46 per hour
...Employee assistance programs include mental health, financial and legal. Rewards programs offered by our medical carrier. Professional... .... Education and Experience Two years’ experience in intake/authorizations and home infusion therapy is required. High school...LegalFull timeContract workTemporary workLocal areaRemote workFlexible hours- ...We’re looking for a dedicated Entry‑Level Health Records Intake Specialist to join New Paradigm Staffing , supporting health systems with organized and timely record intake. This role is perfect for someone who enjoys fast‑paced administrative work and wants to build foundational...Remote work
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