Answer incoming calls promptly and professionally following firm greeting standards
Screen and route calls to the appropriate attorney or staff
Conduct basic client intake by collecting caller information, case type, and urgency
Schedule consultations and appointments using the firm's calendar system
Manage voicemail messages and follow up as needed
Provide general information about the firm's services without offering legal advice
Maintain accurate call logs and client notes in the firm's CRM or case management system
Handle high call volumes while maintaining a calm and courteous demeanor
Maintain strict confidentiality and comply with all privacy requirements

Requirements

English proficiency at C1 level
Minimum 1 year experience as an Intake Specialist or similar legal role
Proficient with computers, VoIP phone systems, and scheduling software
Experience with CRM or legal case management software (e.g., Clio, MyCase, Filevine)
Strong communication and interpersonal skills
Ability to handle sensitive and confidential information with discretion
Strong organizational and time-management skills
High emotional intelligence and empathy

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

client intakecall routingcase managementcall loggingVoIP systemsscheduling softwareCRM softwarelegal case management software

Soft Skills

communication skillsinterpersonal skillsorganizational skillstime-management skillsemotional intelligenceempathydiscretion