Job Overview:

Are you a compassionate communicator with a proven track record in client conversion and legal intake?

Our client is seeking a Legal Intake Specialist to serve as a trusted first point of contact for disabled veterans and their families as they seek legal assistance. In this fully remote, client-facing role, you will apply sound judgment and empathy to gather and safeguard sensitive legal, financial, and medical information. We are looking for a detail-oriented professional with prior experience in law firm intake, inside sales, or converting qualified leads into clients. You should have hands-on experience supporting U.S.-based firms and navigating CRMs or case management systems such as Clio, Lawmatics, Salesforce, or HubSpot. A background in veteran support, disability claims, or healthcare services is a fantastic advantage to make an immediate impact! 

Schedule:

Monday - Friday, 8:00 AM - 5:00 PM CST / MN Time, with 1 hour unpaid break (40 work hours per week)

Responsibilities:

Client Intake & Communication

• Serve as the first point of contact for prospective clients and their families.
• Conduct structured intake interviews via phone and video conference.
• Gather detailed information regarding disability, employment, medical history, veterans' benefits, and legal concerns.
• Screen potential matters using established firm intake guidelines.
• Clearly explain the firm's intake process, documentation requirements, and next steps.
• Schedule consultations and follow-up appointments as needed.
• Maintain professional, empathetic communication throughout every interaction.

Case & Information Management

• Accurately document intake conversations within the firm's CRM or case management system.
• Track follow-up activities, missing documentation, deadlines, and case status.
• Organize client records while maintaining strict confidentiality.
• Coordinate with attorneys, paralegals, and intake staff to move qualified matters through the intake pipeline.

Administrative & Operational Support

• Assist in improving intake workflows, scripts, and client experience.
• Maintain organized calendars and communication records.
• Participate in regular video meetings with attorneys and staff.
• Ensure all work complies with established legal and operational procedures.

Requirements:

Required Qualifications:

• Experience in legal intake and law firm operations.
• Proven experience handling prospective client inquiries and conducting initial consultations.
• Excellent spoken and written English.
• Exceptional communication and active listening skills.
• Professional phone and video-call presence.
• Strong ability to build rapport while maintaining professional boundaries.
• Excellent attention to detail.
• Strong organizational and documentation skills.
• Ability to accurately summarize conversations and record detailed notes.
• High emotional intelligence and empathy.
• Ability to handle confidential legal and medical information with discretion.
• Comfortable discussing disability, healthcare, employment, trauma, and benefits-related matters.
• Experience using CRM systems, calendars, email, video conferencing, and cloud-based software.
• Ability to work independently in a fully remote environment.
• Ability to work during U.S. business hours.
• Understanding of the difference between legal information and legal advice.

Preferred Qualifications:

• Previous law firm intake experience.
• Background in inside sales and/ or client conversion.
• Experience in converting qualified leads into clients.
• Experience supporting U.S.-based law firms, healthcare organizations, or professional services firms.
• Experience working with U.S. clients.
• Experience using: Clio, Lawmatics, HubSpot, Salesforce, ActiveCampaign, GoHighLevel, or similar CRM/case management systems.
• Experience handling confidential legal, financial, or medical information.
• Experience supporting veterans, disability claims, healthcare, or legal services is an advantage but not required.

Independent Contractor Perks:

• Permanent work from home
• Immediate hiring
• Health Insurance Coverage
  

Note:

Please click the "Apply" button to complete your application, including the assessment questions, technical check, and voice recording. Your hourly pay rate will be established based on your performance in the application process; submissions with all requirements fulfilled will receive priority review.

One application, multiple possibilities: When you apply, our team reviews your background against all current openings, not just this one! If a different role fits your skills, we'll get in touch! We also encourage you to keep exploring our job board and apply directly to any position that excites you.