Legal Intake Specialist

Job Summary
We are seeking a detail-oriented and highly organized Legal Intake Specialist to join our legal team. This role is vital in managing initial client interactions, gathering case information, and supporting attorneys across various practice areas, including criminal defense and family law. The ideal candidate will possess strong communication skills and experience with legal case management systems. This position offers an opportunity to work in a dynamic legal environment where attention to detail and organizational skills are paramount. Spanish-speaking applicants preferred.

Duties

• Lead Evaluation & Screening: Manage incoming inquiries by phone, email, and online platforms, ensuring excellent phone etiquette and client service while gathering comprehensive case information with professionalism and empathy.
• Consultation Scheduling: Schedule initial consultations between qualified leads and attorneys or case managers, manage calendar availability, and send appointment confirmations.
• Client Onboarding & Retention: Prepare and issue retainer agreements, legal intake packets, and electronic signatures. Follow up persistently with potential leads.
• Lead Tracking & Follow-up: Perform structured follow-ups with undecided or pending prospects.
• Reception: Greet clients and visitors in a courteous and professional manner
• File Management: Review and organize legal documents and case files using the client management system, Clio.
• CRM Data Entry: Maintain organized, precise records within case management software.
• Administrative Support: Provide support as needed to ensure smooth office operations.

Experience

• Prior work within a law office setting is highly preferred.
• Familiarity with various practice areas including criminal defense law and family law.
• Experience with legal case management systems like Clio.
• Strong organizational skills with the ability to manage multiple priorities efficiently.
• Proficiency in document review, data entry, and file management.
• Demonstrated ability to communicate effectively via phone and email with clients and team members. This role is integral to providing exceptional client service while supporting the legal team through efficient case intake processes and administrative excellence.

Pay: $18.00 - $24.00 per hour

Benefits:

• 401(k)
• 401(k) matching
• AD&D insurance
• Dental insurance
• Employee assistance program
• Health insurance
• Life insurance
• Opportunities for advancement
• Paid time off

Education:

• High school or equivalent (Required)

Experience:

• Law office: 2 years (Required)
• Microsoft Office: 3 years (Required)

Language:

• Spanish (Preferred)

Location:

• Virginia Beach, VA 23454 (Preferred)

Work Location: In person