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Legal Intake Specialist Job Description: Top Duties and Qualifications

Edited by Indeed Employer Content Team
Last updated November 6, 2025
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Indeed’s Employer Resource Library helps businesses grow and manage their workforce. With over 15,000 articles in 6 languages, we offer tactical advice, how-tos and best practices to help businesses hire and retain great employees.

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4 min read

249262345intake specialist2.95intake coordinator1.59legal assistant1.44intake0.81receptionist0.757186128678787.2520.5442.35HOURLY1023247762025-10-012025-10-312025-09-012025-09-302025-11-05Legal intake specialist duties and responsibilities

The primary responsibility of a legal intake specialist is to set up and manage the processes of onboarding new and prospective clients who are a good fit for your law firm. Some key legal intake specialist job duties are:

  • Interviewing prospective clients by phone and email to become familiar with their cases
  • Conducting basic research to investigate whether prospective clients’ claims have merit
  • Evaluating prospective clients’ claims to determine whether they’re in line with the areas of practice and experience of the firm
  • Scheduling initial consultation appointments with attorneys for promising potential candidates
  • Onboarding new clients by filling out necessary paperwork and putting together initial case files
  • Entering client information into computer systems
  • Networking with law firms in other areas of specialty to grow referrals
  • Performing administrative support tasks as assigned

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Legal Intake Specialist Job Description Examples

Example 1

Our expanding and award-winning firm is looking for an experienced Intake Specialist who is driven to connect with and capture new clients for our services. If you are someone who has strong interpersonal skills, a background in sales, or are motivated by a team atmosphere then Beverly Law is the place for you! We are looking for a real closer, someone who can entice clients to sign with us, and who can handle all aspects of personal injury claims including, but not limited to

  • Initial client communication
  • Intakes
  • Closing, gaining a client's business
  • Establishing personable connections with clients

Someone who isn t afraid to go above and beyond for both the client and the firm will work flawlessly with our team of motivated and successful specialists along with our strong team of paralegal and administrative professionals. If you are hungry to boost your career as an Intake Specialist the opportunity is at Beverly Law! Michael Shemtoub, CEO and top 1% ranked attorney, is an excellent source of knowledge and mentorship, and prides himself on the ongoing education of all his staff. If you have the skillset to close clients on our services and the ability to present our firm to clients in a way that demonstrates our ability to meet all of their needs, you will be an excellent specialist for our firm! Be inspired to increase your career knowledge and get motivated to become Beverly s next great closer!

Intake Specialist Responsibilities

  • Communicating consistently with clients
  • Be on the phone for several hours a day with clients
  • Being a closer, someone who is able to entice clients and relate with them to sign on with our firm
  • Reaching out to clients that are interested in our services (no cold calling)

Qualifications

  • Bilingual speakers
  • Have the ability to be very personable and connect with future clients
  • Strong hunger to succeed and grow
  • Candidate must be driven, resilient, and persistent
  • Have strong negotiation and interpersonal skills
  • Consistent and effective communication skills
  • Organized
  • Ability to solve problems and handle multiple tasks at once
  • Driven to always improve and learn
  • Enjoy working in a team environment

Job Types: Full-time, Part-time

Pay: $17.00 - $23.00 per hour

Schedule:
  • 8 hour shift

Application Question(s):
  • What is your salary expectation?
  • Do you speak Spanish?

Experience:
  • Law Firm: 1 year (Preferred)
  • Intake Specialist: 1 year Location: One location

Example 2

Ostroff Godshall, a highly successful personal injury law firm located in Blue Bell, PA has a great opportunity for you to join our team as a Legal Intake Specialist. If you are a highly detailed oriented, organized individual that thrives in a fast-paced environment and wants to contribute to the success of an organization, then we want to hear from you!

As part of our team, you will play a critical role in our success by delivering exceptional customer service, professionalism and empathy while obtaining pertinent information from potential clients in order for the firm to determine if there is a legal case to pursue.

Why work for us? Our benefits include competitive salaries, opportunity for year-end bonus, generous time off, flexible schedules, work from home opportunities, 100% Employer paid medical coverage for employees, voluntary Dental, 401(k) 3% Safe Harbor Contribution for all eligible employees, employee appreciation events and rewards, onsite fitness center, friendly professional staff.

This position is full-time, hybrid, Monday through Friday 10a-6pm, howeverduring the first 30-60 days on the job, the Client Care Specialist will be required to be onsite 5 days a week.

Responsibilities include but are not limited to:

· Complete the intake process with potential clients in person or via phone/video and send to attorneys to review.

· Perform follow-up calls/emails/texts to potential clients.

· Prepare and send new client paperwork and correspondence; follow up with potential clients to obtain required documents or information to complete the intake process.

· Relay decision to decline to potential clients once case has been rejected by Intake or an attorney.

· Maintain meticulous records in firm case management system updating Matters as tasks are completed.

· Transport clients to/from various types of appointments using company vehicle.

· Conduct site visits to support our client's claim, using the firm’s camera and video recorder to record accident scenes and/or vehicles.

· Deliver legal documents to courthouses for filing (with attorney guidance), or to other parties.

· Assist other departments if needed.

· Perform other duties as assigned by management.

To be considered for this position you must possess the following:

· High School Diploma or GED; Bachelor’s degree preferred

· One (1) more years of experience performing intakes for a law firm, preferably a personal injury firm

· Clean driving record, required

· Ability to work non-traditional work hours when necessary

· Proficient with Microsoft office suite, outlook, internet, and learning new systems and software

· Basic knowledge of legal terminology, and intake processes and best practices

· Highly organized and detail-oriented

· Excellent oral and written communication skills

· Exceptional time management skills with the ability to complete tasks with conflicting deadlines

· Excellent customer service skills, with the ability to relay empathy for others’ situations

· Excellent judgement with the ability to work under limited supervision

· Ability to interact professionally with people from various backgrounds

· Ability to work effectively as part of a team and as an individual contributor

· Willingness to support coworkers in whatever way necessary

Ostroff Godshall is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity or expression, pregnancy, age, national origin, disability status, genetic information, protected veteran status, or any other characteristic protected by law.

Job Type: Full-time

Pay: $40,000.00 - $50,000.00 per year

Benefits:
  • 401(k)
  • Dental insurance
  • Flexible schedule
  • Health insurance
  • Health savings account
  • Paid time off
  • Vision insurance
Schedule:
  • Monday to Location: In person
Our mission

Indeed’s Employer Resource Library helps businesses grow and manage their workforce. With over 15,000 articles in 6 languages, we offer tactical advice, how-tos and best practices to help businesses hire and retain great employees.

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What does a legal intake specialist do?

A legal intake specialist serves as the first point of contact for prospective clients and contributes greatly to their first impressions of your firm. By screening claims, a specialist allows attorneys and other members of your team to focus on their cases, improving the productivity of your firm.

Legal intake specialists also form relationships with professionals in similar roles at other firms to provide and receive referrals as needed. This helps ensure people receive legal assistance, even if their claims are not a good fit for your firm, and helps bring in new, quality clients.

249262345intake specialist2.95intake coordinator1.59legal assistant1.44intake0.81receptionist0.757186128678787.2520.5442.35HOURLY1023247762025-10-012025-10-312025-09-012025-09-302025-11-05Legal intake specialist skills and qualifications

To perform well in legal intake specialist careers, candidates need certain qualifications. Some skills that can contribute to success when completing legal intake specialist job duties include:

  • Customer service skills to make prospective clients feel welcome
  • High-level listening skills to gain a thorough understanding of claims
  • Demonstrated interviewing skills to know which questions to ask to gather more information
  • Strong written and oral communication skills to explain next steps and compose client profiles for attorneys
  • Basic understanding of various legal specialties to evaluate the suitability of your firm and recommend other firms as needed
  • Organizational skills to keep track of prospective clients’ contact and case information
  • Multitasking ability to move quickly from one inquiry to another
  • Knowledge of word processor, spreadsheet, email and database software

Legal intake specialist experience requirements

If you represent a large, busy law firm, you may wish to focus only on candidates who have previous experience working as a legal intake specialist to reduce the amount of on-the-job training the new hire will need. At smaller law firms, a work history that includes two or more years of customer service or sales experience may be adequate preparation for filling your open position.

249262345intake specialist2.95intake coordinator1.59legal assistant1.44intake0.81receptionist0.757186128678787.2520.5442.35HOURLY1023247762025-10-012025-10-312025-09-012025-09-302025-11-05Legal intake specialist education and training requirements

Generally, a high school diploma or GED is the minimum education needed to work as a legal intake specialist. However, some firms prefer to hire candidates who have associate or bachelor’s degrees in legal studies, communications or a related field.

Some community colleges and job training academies offer legal intake specialist training programs that usually last a few months to a year. Candidates who have completed one of these programs may require less on-the-job training.

Legal intake specialist salary expectations

According to Indeed Salaries, the average salary for a legal intake specialist is $33,867 per year. The actual salaries paid in legal intake specialist careers vary based on experience, education and geographic location.

Legal intake specialist salary expectations

2025-10-017.2520.5442.35HOURLY
  • Common salary: 20.54 HOURLY
  • Typical salaries range from 7.25 - 42.35 HOURLY
  • Find more information on Indeed Salaries

*Indeed data – 2025-10-01

Job description samples for similar positions

If the open position at your firm doesn’t fully match the role of a legal intake specialist, consider the descriptions for these related jobs:

Legal intake specialist job description FAQs

What is the difference between a legal intake specialist and a legal secretary?

A legal secretary performs administrative tasks, such as transcribing attorney notes, updating pleadings and discovery binders and proofreading legal documents. Although legal intake specialists sometimes help with these duties as needed, their primary job is to screen and onboard new clients.

What is the difference between a legal intake specialist and a paralegal?

A paralegal helps attorneys handle their assigned cases by conducting in-depth research, writing court documents and performing other tasks. The position requires more legal training and education than what is necessary to succeed as a legal intake specialist.

What should you look for in a legal intake specialist resume?

If your law firm often receives calls from non English speakers, fluency in a foreign language that is commonly spoken in your area may be a desirable skill to see on legal intake specialist resumes. Because organizational and communication skills are vital to the position, assess how clearly information is grouped and presented.

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Three individuals are sitting at a table with a laptop, a disposable coffee cup, notebooks, and a phone visible. Two are facing each other, while the third’s back is to the camera. The setting appears to be a bright room with large windows.

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