Legal Intake Specialist

VirtueStaff

2d•Remote

About The Position

VirtueStaff is seeking a diligent and organized Legal Intake Specialist to manage the front-end client journey and provide essential case support for our client. In this role, you will be responsible for handling all incoming inquiries, converting leads into consultations, and maintaining high-quality electronic files within Clio. You will act as a vital link between clients and our legal staff, ensuring that case statuses are communicated clearly and that attorney notes from court are meticulously recorded and translated into actionable tasks.

Requirements

Proven experience working as an Intake Coordinator within a law firm.
Experience in Criminal Law is highly preferred, though backgrounds in Personal Injury or other practice areas are acceptable
Advanced, hands-on experience using Clio is a highly preferred
Excellent phone etiquette with a high degree of empathy for client status updates and the ability to professionally handle sales leads
Ability to transform high-level court notes into organized "to-do" lists and tasks within a case management system
Comfortable making outbound calls on behalf of attorneys to ensure clients stay compliant with court dates and deadlines
Excellent command and communication in English

Responsibilities

Manage incoming calls, create new intake files in Clio, and perform outbound sales calls to inquiries to schedule attorney consultations
Update Clio files with detailed notes from every client interaction, save documents to electronic files, and enter attorney notes from OneNote into Clio following court appearances
Conduct routine status update calls, remind clients of upcoming court dates and deadlines, and manage automated reminder texts via Clio
Delegate calls and requests to Paralegals or Attorneys via email; add specific tasks in Clio for legal staff based on file needs
Maintain a reminder checklist for ALR (Administrative License Revocation) hearings and ensure all "missing" items in a client’s file are noted for completion