Intake Specialist

Intake Specialist – U.S. Estate Planning & Probate Law

Are you passionate about helping others and experienced in legal intake for U.S. law firms? We’re looking for a confident, client-focused Legal Intake Specialist to support a growing U.S. Estate Planning & Probate Law Firm .

As the first point of contact for prospective clients, you’ll play a key role in creating a positive client experience, gathering case information, qualifying leads, and helping convert inquiries into consultations.

Permanent Work From Home | Full-Time (40 hrs/week)

Rate: USD $7–$9/hour (based on experience and skills)

What You’ll Be Doing

✅ Client Intake & Screening

• Answer inbound calls, emails, and chat inquiries professionally
• Pre-qualify prospective clients based on the firm’s intake criteria
• Gather essential case details and accurately enter...