Legal intake Specialist

Not Interested
Bookmark
Report This Job

profile Job Location:

Mexico City - Mexico

profile Monthly Salary: Not Disclosed
Posted on: 8 hours ago
Vacancies: 1 Vacancy

Job Summary

Remote Legal Intake Specialist

Schedule: 8:00am - 5:00pm (Mountain Time) // Monday to Friday

Compensation: $7-8/hr Bonuses

About Law Mother
Law Mother is a Colorado-based estate planning and asset protection law firm serving families business owners and real estate investors. We help clients plan for the unexpected by making complex legal decisions simple clear and approachable. Our goal is to move clients from uncertainty to peace of mind through thoughtful guidance and streamlined processes.

Role Overview
The Intake Specialist is the first point of contact for prospective new clients (PNCs). This role is responsible for answering inbound calls responding to missed calls and inquiries gathering critical information qualifying prospects and guiding appropriate clients to the next step in the firms process.

This is not a receptionist role. This is a client-facing conversation-driven position that directly impacts client experience firm efficiency and firm growth. Intake Specialists do not provide legal advice or pressure callers and follow a structured intake methodology focused on clarity empathy professionalism and accuracy.

Core Responsibilities

  • Answer inbound calls promptly and professionally

  • Build Rapport & Trust

  • Gather & Verify Critical Information

  • Qualify Prospective New Clients

  • Schedule Consultations & Next Steps

  • Follow-Up & No-Show Management

  • CRM & Documentation

  • Adherence to Firm Systems & Training

Requirements

  • Strong verbal communication skills

  • Ability to control conversations without sounding scripted

  • Active listening and emotional awareness

  • High attention to detail and accuracy

  • Ability to remain calm with emotional or stressed callers

  • Comfortable following structured processes

  • At least 2 years of prior intake customer service or phone-based experience

  • Law firm experience preferred but not required

  • Sales experience is a bonus

Technical Requirements

  • Comfortable using CRM systems

  • Ability to type and take notes while speaking

  • Reliable internet connection and quiet work environment

What Success Looks Like

  • High-quality professional intake calls

  • Clean and accurate CRM records

  • Reduced no-shows through clear expectation setting

  • Positive feedback from clients attorneys and leadership

Cultural Fit
This role is ideal for someone who values professionalism empathy structure and clear communication and understands that intake is a mission-critical role within a law firm.

Remote Legal Intake SpecialistSchedule: 8:00am - 5:00pm (Mountain Time) // Monday to FridayCompensation: $7-8/hr BonusesAbout Law MotherLaw Mother is a Colorado-based estate planning and asset protection law firm serving families business owners and real estate investors. We help clients plan for t...
View more view more

Key Skills

  • IT Desktop Support
  • Flight Operations
  • Customer Care
  • Farming
  • Fire And Gas