Legal Intake Specialist

• Provide phone coverage Monday–Friday, 9:00 a.m.–5:00 p.m. PT.
• Conduct approximately 30-minute intake calls using the firm's structured questionnaire.
• Follow intake procedures, identify inconsistent or concerning responses, and communicate observations to the appropriate attorney or supervisor.

• Enter new clients and maintain accurate records in Clio.
• Communicate with clients by phone and email.
• Send secure payment links and coordinate paid consultations.
• Manage calendars, inbox inquiries, and client follow-ups.
• Maintain confidentiality of all client information.

• Bachelor's degree.
• Dedicated home office, reliable internet, and a quiet environment.
• Strong phone presence and written communication skills.
• Ability to follow procedures and exercise sound judgment.
• Strong organizational and time-management skills.
• Proficiency with standard office and scheduling software.

• Familiarity with family law terminology and matters.
• Experience with Clio or other legal practice management software.
• Previous law firm, legal intake, or client service experience.

• $23/hour
• 6-month performance review with potential pay increase.
• Medical, dental, and vision insurance.
• Paid sick leave and 401(k).
• End-of-year performance bonus.
• Employee Assistance Program and BenefitHub discounts.
• Cell phone, internet, and eligible expense reimbursement.
• Clio certification and professional development opportunities.
• Supportive remote work environment with autonomy and flexibility.

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