Join our team as a Legal Intake Specialist, helping potential clients take the first critical steps in their legal journey. You will guide prospects through the intake process, follow up after attorney responses, and ensure every qualified lead has the best chance at resolution. Your work directly supports LegalMatch’s mission of making legal help more accessible.
Key Responsibilities
Make outbound calls to guide potential clients through legal intake.
Follow up after attorney responses to encourage client engagement.
Handle inbound inquiries and listen actively to client concerns.
Record accurate client and case information in our CRM.
Meet daily and weekly call and conversion goals.
Represent LegalMatch clearly, professionally, and empathetically.
Manage objections and rejections with professionalism.
Participate in coaching and apply feedback actively.
Collaborate with teammates to improve service delivery.
Report any blockers or availability issues promptly.
Skills, Knowledge and Expertise
Background in legal intake, customer service, or client success.
Excellent verbal communication and active listening skills.
Comfortable with CRM tools and remote tech (PC, headset, internet).
Can manage multiple tasks with minimal supervision.
Experience with AI call tools is a plus.
Law grads, paralegals, and career-shifters are welcome.
We’re looking for someone who is:
Be proactive and focused on results
Solve complex problems, even under pressure
Have a “can-do” attitude to resolve issues efficiently
Pursue continuous improvement in processes and systems
Work well with teams and communicate effectively