Legal Intake Specialist
Role Overview & Responsibilities
Job Title: Legal Intake Specialist
Location: San Jose, CA
Pay Rate: $18-$22/hour on W-2 (Negotiable based on experience)
Job type: On site
Availability: ASAP
Responsibilities
The primary responsibility of a legal intake specialist is to set up and manage the processes of onboarding new and prospective clients who are a good fit for your law firm. Some key legal intake specialist job duties are:
· Interviewing prospective clients by phone and email to become familiar with their cases
· Conducting basic research to investigate whether prospective clients’ claims have merit
· Evaluating prospective clients’ claims to determine whether they’re in line with the areas of practice and experience of the firm
· Scheduling initial consultation appointments with attorneys for promising potential candidates
· Onboarding new clients by filling out necessary paperwork and putting together initial case files
· Entering client information into computer systems
· Networking with law firms in other areas of specialty to grow referrals
· Performing administrative support tasks as assigned
Qualifications
- Highly preferred languages: Punjabi & Hindi
- Customer service skills to make prospective clients feel welcome
- High-level listening skills to gain a thorough understanding of claims
- Demonstrated interviewing skills to know which questions to ask to gather more information
- Strong written and oral communication skills to explain next steps and compose client profiles for attorneys
- Basic understanding of various legal specialties to evaluate the suitability of your firm and recommend other firms as needed
- Organizational skills to keep track of prospective clients’ contact and case information
- Multitasking ability to move quickly from one inquiry to another
- Knowledge of word processor, spreadsheet, email and database software
Job Type: Full-time
Pay: $37,000.00 - $45,000.00 per year
Benefits:
- 401(k)
- Dental insurance
- Health insurance
- Vision insurance
Schedule:
- 8 hour shift
Work Location: In person
Frequently Asked Questions
How do I apply for the Legal Intake Specialist position at Terkiana, P.C.?
Click the “Apply for this Position” button on this page to submit your details directly to Terkiana, P.C.'s recruitment pipeline without agency fees or intermediaries.
Is this role eligible for remote work or international relocation?
This position is based in San Jose, CA with potential relocation and visa sponsorship considerations for qualified candidates.
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