Legal Intake Specialist

Interview process:

• Initial screening call (30 min)
• Take Home Exercise (case scenarios, client interaction strategies) + 5-10 minute recorded presentation (you’ll have 3-4 days to complete)
• Zoom interview – brief presentation about 2-3 relevant experiences you’ve had. (2:30 hours) Behavioral interview

Start date: ASAP

Project length: Full-time opportunity + Benefits

You must be fully authorized to work in the US. No visa sponsorship/transfer available.

Responsibilities:

• Manage and optimize the client intake process from initial contact to case assignment.
• Collaborate closely with the legal team to convert inquiries into engaged clients.
• Design, execute, and analyze processes to improve client onboarding experiences.
• Continuously test strategies, iterate on client interaction methods, and implement successful practices at scale.
• Analyze and optimize client intake funnels, focusing on key metrics such as response time and conversion rates.

Requirements:

• 4+ years of experience in client services or legal support roles, particularly focused on intake or onboarding.
• Experience in legal environments and client management.
• Preferred experience in law firms or legal tech settings.
• Familiarity with tools and techniques necessary to independently manage client interactions.
• Nice to have: Experience in more specialized legal fields (family law, corporate law, etc.)
• Proven track record in optimizing client journeys and intake processes.
• Comfort and success in fast-paced, dynamic environments with rapid response and adaptation.

Benefits:

• Competitive salary
• Comprehensive Healthcare for dependents
• 401k package + 3% match
• 25 Days of PTO
• $1000 bonus for home office setup.