Were looking for an intake specialist to serve as the first point of contact for prospective clients, qualifying leads and guiding them through the legal intake and retainer process.what youll dohandle inbound and outbound calls, messages, and follow-upsconduct structured legal intake interviewsqualify leads based on firm criteriaaccurately document information in crm / case management systemsguide qualified prospects through the retainer processperform timely follow-ups to improve conversionmaintain professional, empathetic, and confidential communicationrequirementsfluent in english and spanish (spoken & written)experience in legal intake, legal support, or client-facing legal rolesbasic to intermediate understanding of legal intake processesstrong communication, active listening, and attention to detailcomfortable using crms and documentation toolsability to manage multiple cases and priorities