Remote Legal Intake Specialist

Job Description

Job Description

About the Role

We are seeking a detail-oriented Legal Intake Specialist to serve as the first point of contact for prospective clients. This role combines structured phone intake, client onboarding, and administrative support. The ideal candidate is a professional able to follow firm procedures and questionnaire structures while recognizing and reporting concerns during client intake conversations.

Responsibilities

Phone Coverage and Client Intake

• Provide phone coverage Monday through Friday from 9:00 a.m. to 5:00 p.m. PT.
• Conduct intake calls, averaging approximately 30 minutes each, using the firm’s structured questionnaire.
• Follow the firm’s intake procedures consistently for every call.
• Identify potentially evasive or inconsistent responses and document observations for the firm.
• Communicate observations and any concerns to the appropriate attorney or supervisor promptly and professionally.

Client Onboarding

• Enter new clients into Clio accurately and maintain complete records.
• Communicate with prospective and existing clients by phone and email.
• Send secure payment links for credit card information and confirm receipt.
• Schedule consultations that require advance payment, and confirm payment before booking.

Administrative Support

• Manage scheduling for attorneys and clients.
• Manage email inbox and respond to inquiries in a timely manner.
• Complete follow-ups with existing and prospective clients during time between intake calls.
• Maintain confidentiality of all client information.

Qualifications

Required

• Bachelor’s degree
• Dedicated home office setup with reliable internet and a quiet environment suitable for confidential calls
• Strong phone presence and professional written communication
• Ability to follow structured procedures while exercising sound judgment
• Strong organizational and time-management skills
• Proficiency with scheduling tools and standard office software

Preferred

• Familiarity with family law matters and terminology (strongly preferred)
• Experience using Clio or other legal practice management software (a plus)
• Prior experience in a law firm, legal intake, or client services environment

Compensation and Benefits:

• $23/hour — W-2 employment
• 6-month performance review with potential pay increase
• Medical, dental, and vision insurance
• Paid sick leave
• 401(k) retirement plan
• End-of-year performance bonus
• Employee Assistance Program and employee discounts through BenefitHub
• Cell phone, internet, and eligible expense reimbursement
• Clio certification and professional development opportunities
• Supportive remote work culture with autonomy and flexibility

About Equivity

Equivity provides virtual paralegal, legal administrative, reception, staffing, and marketing services to attorneys and businesses nationwide.

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