Intake

Intake Specialist

First contact for new clients. You turn a phone call into a signed case.

Hiring nowAlways open

Pay and package

What this role pays.

Work from homeUS business hoursOne firm, long term

Answer and screen calls from people who may need a lawyer

Gather the facts of what happened

Book consultations and follow up with leads

Hand a complete file to the next step

Phone intake, sales or customer service experience

Warm, clear spoken English. Spanish too for bilingual roles

Accurate notes in a client system

What you report each day

Calls handled, clients signed, and what got in the way of a sign-up.

A normal day

Start of shift

Call back the new leads that came in since your last shift.

First half

Take live calls, ask what happened, and check each case against the firm's rules.

Second half

Send the agreement to sign, book consultations, and follow up with people who have not signed yet.

End of shift

Hand over complete files and send your report.

Expect questions like these in your interview. There are no trick questions.

Tell us about a call where the person was upset or unsure. What did you do?

How do you keep your notes accurate while you are still on the call?

How many calls a day did you handle in your last role, and what were you measured on?

Every role starts on the same path: Specialist, Certified Specialist, Senior Specialist, Team Lead.

A common next role

Intake Coordinator or Pre-Litigation Case Manager.

Before you apply

You have experience in this role.

You can work your firm's US business hours. In the Philippines, that means nights.

You have a private place to work, reliable internet, a good microphone, and backup equipment.

You are fine with camera-on training, an employment check, and work-tracking tools.

Have your resume and a short voice recording ready. You can apply from your phone.