About the role
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Job Title Legal Intake Coordinator
Location Remote
Time Zone US Time Zones (EST–PST)
Role Overview We are seeking a client-focused and process-driven Legal Intake Coordinator to serve as the first point of contact for prospective clients across a general practice law firm. This is a full-time, high-volume role requiring exceptional communication skills, strong attention to detail, and the ability to assess and qualify leads efficiently while delivering a compassionate and professional client experience from the very first interaction.
Key Responsibilities
- Serve as the initial point of contact for all prospective client inquiries via phone, email, and web form
- Conduct structured intake interviews to gather relevant case information and assess potential fit
- Accurately enter and manage prospect data within the firm's CRM and case management system
- Qualify leads and route cases to the appropriate attorney or practice area based on established criteria
- Schedule consultations and follow up with prospective clients to reduce no-show rates
- Prepare and send intake packets, engagement letters, and onboarding documentation to new clients
- Track intake metrics and provide regular updates on lead volume, conversion rates, and pipeline status
- Maintain consistent follow-up with unconverted leads to maximize consultation bookings
Required Qualifications
- Minimum 2 years of experience in a legal intake, client services, or customer-facing coordination role
- Familiarity with legal intake procedures and the general operations of a law firm environment
- Outstanding verbal and written English communication skills, with a warm, empathetic, and professional tone
- Strong ability to gather detailed information efficiently while maintaining a positive client experience
- Experience managing CRM systems and maintaining accurate data records across a high-volume pipeline
- Must have prior remote work experience, be fluent with remote collaboration tools and platforms (such as Slack, Zoom, Google Workspace, Asana, or similar), and have ideally worked with US or UK-based law firms. Applications without this experience will not be considered.
Preferred Qualifications
- Familiarity with US law, legal procedures, and court systems is a strong advantage
- Experience using legal CRM or intake platforms such as Lawmatics, Clio Grow, or Lead Docket
- Background supporting intake across diverse practice areas including personal injury, family law, or immigration
- Familiarity with legal consultation workflows, fee agreements, and client onboarding processes
- Experience with sales or conversion-focused communication strategies in a legal or professional services context
Tools & Technology
- Legal CRM/intake platforms (Lawmatics, Clio Grow, Lead Docket, or similar)
- Case management software (Clio, MyCase, or similar)
- Google Workspace (Gmail, Calendar, Drive)
- Slack, Zoom, and other remote collaboration tools
Please NOTE It is crucial that you complete the application form in full. As part of the application process, you will be required to record a video. If your application is successful, you will receive an email confirming next steps—the video is the first step of the interview process. If you do not record a video, we will not be able to consider you for ANY open roles.
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