Intake Specialist

We are seeking an Intake Specialist to join our law firm and serve as the first point of contact for prospective clients. The ideal candidate has experience handling legal client intake, particularly in SSDI/Disability Law, though experience in any area of law practice will be considered.

This position is open to candidates based in the Philippines, provided they have prior law firm experience and excellent English communication skills.

Key Responsibilities Handle inbound calls, emails, and inquiries from prospective clients. Conduct initial client intake and gather accurate information regarding their legal matter. Ask appropriate screening and qualification questions based on the firm's intake process. Document client information accurately in the firm's CRM or case management system. Explain the next steps in the firm's consultation or onboarding process. Schedule consultations and appointments with attorneys or appropriate staff. Follow up with prospective clients as needed. Maintain professionalism, empathy, and confidentiality when communicating with potential clients. Coordinate with attorneys and legal support staff regarding new leads and prospective cases. Follow established intake scripts, procedures, and qualification criteria. Maintain accurate and organized records of all prospective clients. Preferred Qualifications SSDI, Social Security Disability, or disability law experience is strongly preferred. Experience working in any law firm or legal practice will be considered. Previous experience in legal intake, client screening, case management, or legal customer service is a plus. Strong understanding of professional legal-client communication. Excellent spoken and written English. Strong listening and comprehension skills. Comfortable speaking with clients from the United States. Strong attention to detail and ability to accurately document information. Professional, empathetic, and confident telephone manner. Ability to work independently and follow established processes.

Legal intake or law firm experience with excellent English communication skills and ability to work independently from the Philippines.

SSDI/Disability Law background, legal customer service or case management experience, and strong listening comprehension with professional phone manner.

CRM or case management system, phone systems, email platforms, and scheduling software for managing client consultations.