Legal Intake Specialist
A client facing professional who screens prospective clients, gathers case information, and guides qualified leads through your firm's intake process.
A legal intake specialist from DocketHire is the first voice your potential clients hear and the person responsible for turning inquiries into signed cases. Our intake specialists are trained to follow your scripts, ask the right qualifying questions, collect essential case details, and move prospects through your intake pipeline with professionalism and urgency.
Missed calls and slow follow up are the leading causes of lost revenue for law firms. A dedicated intake specialist ensures every lead receives a prompt, empathetic response and that qualified prospects are scheduled for consultations before they contact another firm. DocketHire intake specialists understand the sensitivity of legal matters and handle every conversation with discretion.
Our intake specialists work within your CRM and practice management tools to log every interaction, track lead sources, and flag high priority cases for immediate attorney review. Whether your firm handles personal injury, family law, immigration, or criminal defense, your DocketHire intake specialist is trained to capture the details that matter most for case evaluation.
Key Tasks
- Answer incoming calls and web form submissions from prospective clients
- Screen leads using firm specific qualifying criteria
- Collect detailed case information including facts, timelines, and party details
- Schedule consultations and send confirmation communications
- Follow up with leads who have not yet retained the firm
- Enter prospect data into the CRM and practice management system
- Run preliminary conflict checks before scheduling attorney time
- Send intake packets, fee agreements, and onboarding documents
- Track lead sources and conversion rates for marketing analysis
- Escalate urgent or time sensitive matters to the appropriate attorney
Tools & Platforms
How It Works
Tell Us What You Need
Share your firm's requirements and we match you with a qualified professional.
Meet Your Candidate
Interview pre-vetted candidates with legal industry experience.
Start Working Together
Your new team member integrates into your workflows within days.
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