Serve as the initial point of contact for all prospective client inquiries via phone, email, and web form
Conduct structured intake interviews to gather relevant case information and assess potential fit
Accurately enter and manage prospect data within the firm's CRM and case management system
Qualify leads and route cases to the appropriate attorney or practice area based on established criteria
Schedule consultations and follow up with prospective clients to reduce no-show rates
Prepare and send intake packets, engagement letters, and onboarding documentation to new clients
Track intake metrics and provide regular updates on lead volume, conversion rates, and pipeline status
Maintain consistent follow-up with unconverted leads to maximize consultation bookings

Minimum 2 years of experience in a legal intake, client services, or customer-facing coordination role
Familiarity with legal intake procedures and the general operations of a law firm environment
Outstanding verbal and written English communication skills, with a warm, empathetic, and professional tone
Strong ability to gather detailed information efficiently while maintaining a positive client experience
Experience managing CRM systems and maintaining accurate data records across a high-volume pipeline
Must have prior remote work experience, be fluent with remote collaboration tools and platforms (such as Slack, Zoom, Google Workspace, Asana, or similar), and have ideally worked with US or UK-based law firms. Applications without this experience will not be considered.

Legal Intake Coordinator

Key skills