Intake Legal Assistant

🚀 We’re hiring: Intake Legal Assistant | Remote
We are seeking an empathetic, highly organized, and detail-oriented Intake Legal Assistant to serve as the primary point of contact for potential clients. If you excel at conducting initial legal screenings, managing CRM records, and providing a seamless onboarding experience with a high level of emotional intelligence, we want you on our team.
💼 Role: Intake Legal Assistant 🌍 Location: Remote 💰 Salary: $1,000 USD/month ⏰ Working Hours: Full-time (Flexible schedule aligned with the employer's time zone) ⚖️ Industry Focus: Legal Services 💻 Core Tech: Legal CRMs (Clio, Filevine, Salesforce), MS Office, Google Workspace
What you’ll do:Act as the empathetic first point of contact for incoming inquiries via phone, email, and web formsConduct initial legal screenings, summarize client inquiries, and document key case details accuratelyCoordinate and schedule consultation appointments between prospective clients and attorneysPrepare, edit, and format initial intake questionnaires, retainer agreements, and onboarding documentationPerform accurate data entry to open new potential client files and conduct conflict-of-interest checksMaintain and update the legal CRM system, generating intake tracking reports and metricsSupport daily legal administrative tasks to ensure a smooth and professional client onboarding experience
We’re looking for someone who:Has previous proven experience as a Legal Intake Specialist, Legal Assistant, or Customer Service RepresentativePossesses excellent English communication skills (written and verbal), paired with strong active listening and empathyIs highly proficient with legal intake/CRM software (e.g., Clio, Filevine, Salesforce) as well as MS Office and Google WorkspaceDemonstrates exceptional organizational and time-management abilities to handle a high volume of leadsMaintains high attention to detail and accuracy when recording personal data and case factsHandles highly confidential and sensitive legal information with strict professionalism
📍 If you are an empathetic professional ready to create a welcoming and seamless onboarding experience for legal clients, we’d love to see your application.