Legal Intake Specialist (Remote, Night Shift)

LegalMatch

20h • Remote

About The Position

The Legal Intake Specialist helps potential clients take the first steps in their legal journey by guiding them through the intake process and following up after attorney responses. The role supports LegalMatch’s mission of making legal help more accessible by helping qualified leads engage and move toward resolution. The specialist handles inbound and outbound communications, documents client and case details in a CRM, meets call and conversion goals, and works with teammates and coaches to improve service delivery.

Requirements

• Background in legal intake, customer service, or client success.
• Excellent verbal communication and active listening skills.
• Comfort with CRM tools and remote technology, including a PC, headset, and internet connection.
• Ability to manage multiple tasks with minimal supervision.
• Proactive, results-focused approach.
• Ability to solve complex problems under pressure.
• Can-do attitude and ability to resolve issues efficiently.
• Commitment to continuous improvement in processes and systems.
• Ability to work well with teams and communicate effectively.

Nice To Haves

• Experience with AI call tools.
• Law graduates, paralegals, and career-shifters are welcome.

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 the 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 actively apply feedback.
• Collaborate with teammates to improve service delivery.
• Report blockers or availability issues promptly.

What This Job Offers

• Job Type: Full-time
• Education Level: No Education Listed