Legal Intake Specialist

Chisholm Chisholm & Kilpatrick LTD

Legal Intake Specialist at Chisholm Chisholm & Kilpatrick focused on establishing relationships with potential clients through phone interviews. Managing client intake processes while demonstrating empathy and professionalism.

Posted 6/23/2026full-timeRemote • Colorado, Connecticut, Florida, Illinois, Louisiana, Maine, Massachusetts, New Jersey, North Carolina, Ohio, Rhode Island, South Carolina, Texas, Utah, Virginia • 🇺🇸 United StatesJunior💰 $41,600 per yearWebsite

About the role

Key responsibilities & impact

Establish the firm’s relationship with qualified potential clients by conducting interviews via telephone
Serve as point of contact for potential clients throughout the intake process
Manage large amounts of inbound and outbound calls in a timely manner
Clear, concise, and accurate written and verbal communication
Following communication “scripts” when handling different topics
Learn about CCK’s practice areas and become conversant with the legal issues facing our clients
Demonstrate empathy to potential clients and put them at ease during their difficult time
Provide detailed written summaries about potential clients’ needs to attorneys
Request and review all necessary documents from potential clients

Requirements

What you’ll need

High School Degree required; Bachelor’s degree preferred
Minimum one year of customer service experience with a high call volume
Minimum one year of high-volume phone/customer service experience
Ability to make or receive calls for a minimum of 6-8 hours per day
Excellent verbal communication skills and professional telephone etiquette
Capability to make sound judgments and decisions
Proficient in Microsoft Office Suite
Strong multitasking skills
Ability to work in a fast-paced, constantly changing, and challenging call center environment
Spanish speaking is a plus

Benefits

Comp & perks

Medical, dental, and vision insurance options
Employer-paid medical insurance for employees
Gym membership reimbursement
15 days of PTO (increasing over time)
12 paid company holidays in 2026
401k matching
Paid Parental Leave

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

customer servicetelephone communicationmultitaskingdocument reviewcall management

Soft Skills

verbal communicationempathydecision makingadaptabilityprofessional etiquette

Certifications

High School DegreeBachelor’s degree