Job Overview:

Are you a proven Legal Intake Specialist skilled at converting legal leads and supporting disabled veterans?

Our client is looking for an empathetic, detail-oriented professional to serve as the trusted first point of contact for veterans and their families. In this fully remote role, you will apply sound judgment to gather sensitive medical, financial, and legal information. The idóneo candidate brings prior experience in law firm intake, inside sales, or qualified client conversion supporting U.S.-based firms. Hands-on proficiency with CRMs like Clio, Lawmatics, Salesforce, or HubSpot is required. Background in veteran support, disability claims, or healthcare services is a major plus!

Schedule:

Monday - Friday, 8:00 AM - 5:00 PM CST / MN Time, with 1 hour unpaid break (40 work hours per week)

Responsibilities:

Client Intake & Communication

Serve as the first point of contact for prospective clients and their families.Conduct structured intake interviews via phone and video conference.Gather detailed information regarding disability, employment, medical history, veterans' benefits, and legal concerns.Screen potential matters using established firm intake guidelines.Clearly explain the firm's intake process, documentation requirements, and next steps.Schedule consultations and follow-up appointments as needed.Maintain professional, empathetic communication throughout every interaction.
Case & Information Management

Accurately document intake conversations within the firm's CRM or case management system.Track follow-up activities, missing documentation, deadlines, and case status.Organize client records while maintaining strict confidentiality.Coordinate with attorneys, paralegals,



and intake staff to move qualified matters through the intake pipeline.
Administrative & Operational Support

Assist in improving intake workflows, scripts, and client experience.Maintain organized calendars and communication records.Participate in regular video meetings with attorneys and staff.Ensure all work complies with established legal and operational procedures.

Requirements:

Required Qualifications:

Experience in legal intake and law firm operations.Proven experience handling prospective client inquiries and conducting initial consultations.Excellent spoken and written English.Exceptional communication and active listening skills.Professional phone and video-call presence.Strong ability to build rapport while maintaining professional boundaries.Excellent attention to detail.Strong organizational and documentation skills.Ability to accurately summarize conversations and record detailed notes.High emotional intelligence and empathy.Ability to handle confidential legal and medical information with discretion.Comfortable discussing disability, healthcare, employment, trauma, and benefits-related matters.Experience using CRM systems, calendars, email, video conferencing, and cloud-based software.Ability to work independently in a fully remote environment.Ability to work during U.S. business hours.Understanding of the difference between legal information and legal advice.




Preferred Qualifications:

Previous law firm intake experience.Background in inside sales and/ or client conversion.Experience in converting qualified leads into clients.Experience supporting U.S.-based law firms, healthcare organizations, or professional services firms.Experience working with U.S. clients.Experience using: Clio, Lawmatics, HubSpot, Salesforce, ActiveCampaign, GoHighLevel, or similar CRM/case management systems.Experience handling confidential legal, financial, or medical information.Experience supporting veterans, disability claims, healthcare, or legal services is an advantage but not required.

Independent Contractor Perks:

Permanent work from homeImmediate hiringHealth Insurance Coverage

Note:

Please click the "Apply" button to complete your application, including the assessment questions, technical check, and voice recording. Your hourly pay rate will be established based on your performance in the application process; submissions with all requirements fulfilled will receive priority review.

One application, multiple possibilities: When you apply, our team reviews your background against all current openings, not just this one! If a different role fits your skills, we'll get in touch! We also encourage you to keep exploring our job board and apply directly to any position that excites you.

Disclaimer:

Please note that only CVs submitted in English will be considered. Profiles not provided in English will not be taken into account.

Aviso:

Tenga en cuenta que solo se considerarán las hojas de vida presentadas en inglés. Los perfiles que no se envíen en inglés no serán tomados en cuenta.

📌 Legal Intake Specialist – Veteran & Disability Claims (Miguel Hidalgo)
🏢 Importante Empresa Del Sector
📍 Miguel Hidalgo