Legal Intake Specialist – Veteran & Disability Claims

BruntWork

4d•Remote

About The Position

The Legal Intake Specialist serves as the first point of contact for veterans and their families seeking assistance with veteran and disability claims. In this fully remote role, the specialist gathers sensitive medical, financial, employment, and legal information; screens prospective matters under established firm guidelines; explains the intake process and documentation requirements; and coordinates qualified matters through the intake pipeline. The specialist documents conversations, tracks follow-ups and case status, organizes records confidentially, and works with attorneys, paralegals, and intake staff. The role also supports administrative operations and improvements to intake workflows and client experience. The schedule is Monday through Friday, 8:00 AM–5:00 PM CST/MN Time, with a one-hour unpaid break, for 40 work hours per week. This is an independent contractor role with permanent work from home. Applicants must complete application assessment questions, a technical check, and a voice recording. Hourly pay is established based on application performance.

Requirements

Experience in legal intake and law firm operations.
Proven experience handling prospective client inquiries and conducting initial consultations.
Excellent spoken and written English.
Excellent communication and active listening skills.
Professional phone and video-call presence.
Ability to build rapport while maintaining professional boundaries.
Strong attention to detail, organization, and documentation skills.
Ability to accurately summarize conversations and record detailed notes.
High emotional intelligence and empathy.
Ability to handle confidential legal and medical information with discretion.
Comfort discussing disability, healthcare, employment, trauma, and benefits-related matters.
Experience using CRM systems, calendars, email, video conferencing, and cloud-based software.
Ability to work independently in a fully remote environment and during U.S. business hours.
Understanding of the difference between legal information and legal advice.

Nice To Haves

Previous law firm intake experience.
Background in inside sales and/or client conversion.
Experience converting qualified leads into clients.
Experience supporting U.S.-based law firms, healthcare organizations, or professional services firms.
Experience working with U.S. clients.
Experience using Clio, Lawmatics, HubSpot, Salesforce, ActiveCampaign, GoHighLevel, or similar CRM/case management systems.
Experience handling confidential legal, financial, or medical information.
Experience supporting veterans, disability claims, healthcare, or legal services.

Responsibilities

Serve as the first point of contact for prospective clients and their families.
Conduct structured intake interviews by phone and video conference.
Gather detailed information about disability, employment, medical history, veterans’ benefits, and legal concerns.
Screen potential matters using established firm intake guidelines.
Explain the firm’s intake process, documentation requirements, and next steps.
Schedule consultations and follow-up appointments as needed.
Maintain professional, empathetic communication throughout client interactions.
Accurately document intake conversations in the firm’s CRM or case management system.
Track follow-up activities, missing documentation, deadlines, and case status.
Organize client records while maintaining strict confidentiality.
Coordinate with attorneys, paralegals, and intake staff to move qualified matters through the intake pipeline.
Assist in improving intake workflows, scripts, and the client experience.
Maintain organized calendars and communication records.
Participate in regular video meetings with attorneys and staff.
Ensure work complies with established legal and operational procedures.