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Assistant Remote Intake Jobs in Washington (NOW HIRING)

Legal Intake Specialist

Bethesda, MD · On-site +1

$45K - $50K/yr

... Assist with other administrative duties as necessary (answering phone, reception, etc ... remote evening availability to accommodate client schedules Employment Type: FULL_TIME

Hybrid schedule with mostly remote work; in-office 2 - 3 times per month for trial preparation ... This individual will play a critical role in coordinating new client intake, managing legal ...

Licensed Practical Nurse (US)

Alexandria, VA · Remote

$27.50 - $37.50/hr

... remote care patients * Assist with patient enrollment and onboarding activities as needed to support growth. * Collaborate daily with the clinical team (NPs), intake staff, and support personnel ...

Legal Secretary

Reston, VA · Remote

$47.50 - $58.50/hr

Monday - Friday | 9:00 AM - 6:00 PM Hybrid schedule: 4 days onsite, 1 remote day per week Benefits ... Coordinate client intake materials, engagement documentation, and conflict-related paperwork

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Legal Intake Specialist

Legal Intake Specialist

JLM HR Consulting

Bethesda, MD • On-site, Remote

$45K - $50K/yr

Full-time

Posted 5 days ago


Job description

Position Overview

The Legal Intake Specialist serves as the first point of contact for prospective clients, playing

a critical role in client experience and case evaluation. This position is responsible for gathering

detailed information, assessing potential cases against firm criteria, and ensuring a smooth and

professional onboarding process.

Key Responsibilities

Serve as the initial contact for prospective clients via phone, email, and online inquiries

Conduct thorough intake interviews to gather relevant facts, and background information

Evaluate potential cases based on firm guidelines and escalate qualified leads to attorneys

Accurately enter and maintain client information in case management systems (e.g., Clio)

Schedule consultations and coordinate attorney calendars

Communicate clearly and empathetically with clients, often during stressful or sensitive

situations

Follow up with prospective clients to ensure engagement and completion of intake process

Maintain confidentiality and handle sensitive legal information with discretion

Track and report on intake metrics (conversion rates, lead sources, etc.)

Collaborate with attorneys and administrative staff to improve intake workflows and

processes

Assist with other administrative duties as necessary (answering phone, reception, etc.)

Qualifications

Prior experience in customer service preferred

Strong interpersonal and communication skills, with the ability to build rapport quickly

Excellent organizational skills and attention to detail

Ability to manage multiple inquiries and prioritize effectively

Comfort working with case management software (experience with Clio or similar systems

a plus)

High level of professionalism and discretion when handling confidential information

Strong problem-solving skills and sound judgment in evaluating potential cases

Key Competencies

Client-centered mindset

Active listening and empathy

Attention to detail and accuracy

Time management and responsiveness

Team collaboration

Work Environment

Office-based or hybrid role possible

May require occasional remote evening availability to accommodate client schedules

Employment Type: FULL_TIME