Legal Intake Specialist

About this role

VirtueStaff is seeking a detail-oriented Legal Intake Specialist to manage front-line client onboarding and administrative operations for a family and estate planning law practice. In this role, the specialist will answer inbound calls, conduct initial client intakes, execute conflict checks, process payments, and liaise with firm attorneys for daily case needs. The ideal candidate combines exceptional phone etiquette and a welcoming personality with high precision in client recordkeeping.

Responsibilities

• Manage inbound phone communications, serving as the primary point of contact for prospective and existing estate planning clients.
• Conduct initial client intake assessments and perform conflict checks prior to attorney consultations.
• Process client payments, generate basic transaction records, and maintain accurate billing details.
• Coordinate directly with firm attorneys to relay client updates, fulfill daily case requirements, and schedule consultations.
• Maintain accurate client intake records and update file details within case management systems.

Requirements

• Proven background as a receptionist or intake specialist, with high attention to detail and strong organizational skills.
• Native-level English verbal and written communication skills.
• Warm, engaging personality with the ability to build rapport with clients navigating family law and estate planning matters.
• Experience or familiarity with legal case management platforms such as MyCase is preferred.

Benefits

• Work From Home
• Performance Bonus