Legal Intake Specialist

Client Experience Associate (Legal Office)

Location:

Remote Job Type: Full-Time | Monday–Friday | 8:00 AM–5:00 PM Compensation: $8-9/hr (based on experience) + Benefits About Us We are a fast-growing law firm with offices in Burlington and Green Bay, WI. Our culture is our greatest asset: collaborative, supportive, and filled with team members who enjoy working together and often socialize outside the office. We’re looking for a dedicated team player to join our dynamic intake and administrative support team.

Position Summary The Client Intake & Administrative Assistant is the first point of contact for all new and returning clients. This role is critical in ensuring client information is handled with precision, follow-ups are timely, and files are processed accurately. You’ll report directly to the Client Experience Manager and play a key role in keeping our operations smooth and professional.

Ideal Candidate Extreme attention to detail Strong written and verbal communication skills Comfortable working in a fast-paced, evolving environment Friendly and professional demeanor Technologically proficient and quick to learn new platforms Prior legal or administrative experience preferred but not required This position is remote in Mexico Compensation: $8 - $9 hourly

• Greet clients and notify the legal team upon arrival
• Manage and follow up with all new leads via phone and email
• Enter client information into Lead dashboards accurately and promptly
• Schedule case evaluations with the Client Experience Manager
• Send, track, and follow up on retainer agreements and credit card authorization forms
• Process payments and open files in Clio Manage
• Send welcome letters and assign tasks post-retention
• Maintain a high level of accuracy in all data entry and conflict checks
• Open and organize physical case files as needed
• Collaborate and adapt to changing priorities and responsibilities as the firm grows

• Extreme attention to detail
• 1+ years of experience in customer service or other client-facing roles
• Prior intake experience strongly preferred
• Strong written and verbal communication skills
• Comfortable working in a fast-paced, evolving environment
• Friendly and professional demeanor
• Technologically proficient and quick to learn new platforms
• Prior legal or administrative experience preferred but not required