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Legal Intake Specialist (Remote in CA)

Cupertino, CA 95014

Posted: 01/31/2024 Employment Type: Permanent Category: Administrative, Legal - Administrative Job Number: 23985 Pay Range: $25 - $30 DOE Remote Options:

Job Description

A family law office is searching for a remote Intake Specialist to be the first point of contact for new clients, guiding them through the first stages of their legal journey.  The firm is based out of Cupertino, CA so candidates must be located in California. This position balances legal knowledge, customer service, and administrative skills and requires at least 2 years of legal experience in family law.  If you have strong organizational skills and can reliably work independently and as part of a team from the comfort of your home, apply now!

Pay Range: $25 - $30/hr DOE


  • Conduct 8-10 client consultations per day, providing detailed information and guidance
  • Explain legal services and discuss retainer agreements with potential clients
  • Follow up on client leads to ensure timely completion and signing of necessary documentation
  • Track and report client interactions and leads for effective case management
  • Collaborate with the marketing team to efficiently manage and respond to incoming leads
  • Assist in the development and refinement of role-specific performance metrics
  • Uphold confidentiality and adhere to legal standards and firm policies
  • Provide administrative support, including scheduling appointments and managing client files

  • Minimum of 2-3 years of legal experience, with a focus on family law
  • Exceptional customer service skills, with an ability to empathetically handle sensitive cases
  • Must live in California with knowledge of legal practices
  • Proficiency in using My Case CRM or similar legal case management systems
  • Strong organizational abilities to manage multiple cases and tasks efficiently
  • Excellent communication skills, especially phone presence
  • Ability to work independently and in a team environment
  • Detail-oriented with a focus on accuracy in all aspects of the role

  • Medical, Dental and Vision insurance
  • 401K Plan
  • Vacation/PTO/PSL
  • Paid holidays
  • Fully remote!

If you live in California, have experience in Family Law and are excited about the chance to gain the flexibility of remote work, apply now!


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