Intake

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TYPE OF WORK

Any

SALARY

$5/hour

HOURS PER WEEK

40

DATE UPDATED

Dec 5, 2025

JOB OVERVIEW

Answer inbound calls, texts, chats, and emails from potential clients promptly and professionally.
Build rapport quickly with people who may be anxious, upset, or angry.
Collect and verify intake information (contact details, i ---------- summary, charges/court info, deadlines, custody status, conflicts, etc.).
Schedule consultations accurately and confirm appointments (including reminders and follow-ups).
Document everything in our CRM (Lawmatics) and case management system (MyCase) with clean notes, tags, and tasks.
Follow up with leads who didn’t schedule or didn’t show (calls/text/email sequences).
Coordinate handoff to the Sales Team/Legal Team as appropriate (you tee it up; they close).
Maintain confidentiality and handle sensitive information with professionalism.
Hit activity and quality standards (speed to lead, conversion to consult, show rate, documentation accuracy).

What You Will NOT Do: You will not give legal advice, predict outcomes, or promise results.

SKILL REQUIREMENT
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