Roles · Front office
Legal Intake Specialist
A dedicated, bilingual intake specialist who answers your firm's line live, follows your scripts, captures the facts of each new matter and books consultations with your attorneys.
What they handle
- First contact with potential clients, by phone, in English or Spanish
- Contact details and incident facts captured in your system
- A clear case summary for your attorneys
- Consultations booked in your calendar
- Retainer sent for e-signature and tracked until it returns
- 24-hour letter and welcome packet
How it works
- Dedicated to your firm only
- Bilingual: English and Spanish
- Works under your attorneys' direction
- Supervision and quality review included
- Hours: Your business hours, US time zones
- Flat monthly fee per role
Never
Gives legal advice, discusses fees, evaluates cases, touches client trust funds, or works for another firm.
Talk to us about your firm
A 20-minute call to learn how you work today and which roles would help.