Intake Specialist
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Customer Service/HelpDesk
Job Description & How to Apply Below
Location: Remote — candidates must reside in Colorado, Texas, Arkansas, Kentucky, Oklahoma, or New Mexico Employment Type: Full-Time Compensation: $24.00–$26.50 per hour, depending on experience Bonus Opportunity: Based on individual client sign-ups and team performance Firm: Baker Law Group
About the RoleBaker Law Group is seeking a personable, organized, and technologically capable Intake Specialist to serve as one of the first points of contact for prospective clients.
This is a full-time remote position for someone who enjoys talking with people, can manage a high volume of phone conversations, and knows how to make clients feel heard and supported. The Intake Specialist gathers information about potential legal matters, follows structured questionnaires, helps evaluate whether a matter may be a fit for the firm, and prepares qualified prospective clients for the next step in the intake process.
This is more than a receptionist position. The Intake Specialist must listen carefully, recognize important facts, ask thoughtful follow-up questions, document information accurately, and apply firm guidelines when helping determine how a prospective matter should move forward. Prior law firm experience is helpful but not required; strong customer service, phone, and client-facing experience are the most important qualifications.
What You’ll DoResponsibilities may include:
- Answer inbound calls from prospective clients
- Make outbound calls to follow up with potential clients who have contacted the firm
- Create a welcoming, professional, and reassuring first impression
- Listen carefully to prospective clients and gather detailed information about their situations
- Work through structured intake questionnaires and established screening procedures
- Ask appropriate follow-up questions to clarify facts, timelines, parties, and client goals
- Learn how the firm evaluates potential matters and identifies cases that may be a good fit
- Recognize matters that require urgent attention or internal escalation
- Document all calls and client information accurately in the firm’s systems
- Prepare clear and complete intake notes for Intake Attorneys and legal teams
- Coordinate live call transfers when an Intake Attorney is available
- Communicate next steps and set appropriate expectations for prospective clients
- Follow up with prospective clients regarding appointments, information, or missing documents
- Work closely with Intake Attorneys, administrative staff, and other members of the sales and intake team
- Maintain confidentiality and handle sensitive personal and legal information professionally
- Contribute to individual client sign-up goals and overall team performance
Strong candidates will have:
- Significant customer service or client-facing experience
- Experience handling a high volume of inbound or outbound calls
- Strong verbal communication and active-listening skills
- The ability to build trust and rapport quickly
- Comfort speaking with people who may be stressed, emotional, frustrated, or uncertain
- Strong attention to detail
- The ability to follow structured processes while thinking critically about each situation
- Clear and accurate written communication
- Strong computer skills and the ability to learn new platforms quickly
- The ability to navigate multiple systems while speaking with a prospective client
- Reliable organization, follow-through, and time management
- The ability to work independently in a remote environment
- A positive, professional, and team-oriented attitude
- Familiarity with the U.S. legal system or the ability to learn legal intake concepts quickly
Prior law firm experience is not required. Successful candidates may come from backgrounds such as:
- Legal intake
- Call centers
- Client services
- 911 or…
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