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Legal Intake Manager Jobs in Boston, MA (NOW HIRING)

Marsden Law

Legal Intake Specialist

Holliston, MA

$55K/yr

The Client Intake Specialist's primary goal is to build relationships with our former, current, and ... Experience with a CRM, particularly data tracking and reporting, required. * Knowledge of the legal ...

Marsden Law

Legal Intake Specialist

Holliston, MA · On-site

$45K - $55K/yr

The Client Intake Specialist's primary goal is to build relationships with our former, current, and ... , particularly data tracking and reporting, required. • Knowledge of the legal industry is an ...

Marsden Law

Legal Intake Specialist

Holliston, MA · On-site

$18.50 - $24.75/hr

The Client Intake Specialist's primary goal is to build relationships with our former, current, and ... , particularly data tracking and reporting, required. • Knowledge of the legal industry is an ...

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Legal Intake Manager information

See Boston, MA salary details

$38.6K

$72.7K

$119K

How much do legal intake manager jobs pay per year?

As of Aug 8, 2026, the average yearly pay for legal intake manager in Boston, MA is $72,728.00, according to ZipRecruiter salary data. Most workers in this role earn between $54,300.00 and $85,800.00 per year, depending on experience, location, and employer.

What does a legal intake manager do?

A Legal Intake Manager oversees the process of receiving and evaluating new client inquiries at a law firm or legal organization. They are responsible for ensuring that potential clients are properly screened, their information is accurately collected, and that qualified leads are passed on to attorneys or legal teams. Legal Intake Managers often supervise intake staff, maintain client databases, and optimize the intake process to improve efficiency and client service. Their role is crucial in ensuring a smooth transition from initial contact to becoming a client, thereby supporting the firm's caseload and reputation.

How does a legal intake manager typically collaborate with attorneys and other staff during the client onboarding process?

A Legal Intake Manager works closely with attorneys, paralegals, and administrative staff to ensure a smooth and efficient onboarding process for new clients. They gather and organize initial case information, screen potential clients, and communicate essential details to the legal team. Effective collaboration often involves regular meetings, shared case management systems, and clear protocols for passing along qualified leads. This teamwork helps ensure that attorneys receive all the necessary background before taking on a client, minimizing delays and improving client satisfaction.

What is the difference between Legal Intake Manager vs Legal Assistant?

AspectLegal Intake ManagerLegal Assistant
CredentialsTypically requires a bachelor's degree; certifications like Certified Legal Manager (CLM) are a plusHigh school diploma or associate degree; paralegal certification often preferred
Work EnvironmentLaw firms, legal departments, client intake settingsLaw offices, courts, legal support departments
Primary ResponsibilitiesManaging client intake, initial case assessments, coordinating communicationPreparing legal documents, scheduling, filing, supporting attorneys

The Legal Intake Manager focuses on client onboarding and case assessment, requiring more managerial skills and certifications. In contrast, a Legal Assistant provides administrative support, handling document preparation and scheduling. Both roles are essential in legal settings but differ in scope and responsibilities.

What are the key skills and qualifications needed to thrive as a legal intake manager?

To thrive as a Legal Intake Manager, you need strong knowledge of legal processes, exceptional organizational abilities, and often a background in law or paralegal studies. Familiarity with case management software, CRM platforms, and telephone systems is typically required, along with experience in handling confidential information. Outstanding communication, empathy, and problem-solving skills help you build rapport with potential clients and efficiently triage their needs. These skills and qualities are crucial to ensuring timely, accurate intake of cases, client satisfaction, and effective support for legal teams.
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Legal Intake Manager jobs near you

Legal Intake Specialist

Marsden Law

Holliston, MA

$55K/yr

Full-time

Re-posted 16 days ago

Job description

Our MetroWest-based boutique Estate Planning and Elder Law Firm is looking for a compassionate and productive Client Intake Specialist who will focus on providing people who contact us with the ultimate customer service experience.  

The Client Intake Specialist's primary goal is to build relationships with our former, current, and potential new clients on the telephone and in person when they visit our office. The Client Intake Specialist should focus on converting appropriate leads (callers) into potential new clients (PNCs) by scheduling them for initial consultation and following up with PNCs after consultations.

This is a position that balances the art and science of outstanding customer care. It requires the right combination of empathy, communication skills, attention to detail, and technical know-how. You'll play an integral role in creating memorable client experiences and helping the owner of the firm continue to grow the business

Compensation:

$45,000 - $55,000 yearly


Responsibilities:

  • Talk to prospective clients and identify whether they are qualified leads by asking a series of questions designed to speak to the ideal A+ client, target the correct legal issues, gauge urgency/motivation, and determine whether there is potential for a conflict of interest.

  • Schedule qualified leads for initial sales consultations (sales calls).

  • Initiate the pre-engagement glidepath for all prospects scheduled for initial consultations to create/foster a sense of excitement and urgency about engaging the firm, and improving the "show up rate" for people showing up for initial consultations.

  • Stay in contact with leads who do not schedule consultations, PNCs who do not appear for their consult, and PNCs that do not sign up after their initial consultations to keep the door open for them to come in when they are ready

  • Update the Firm's database.

  • Assist other staff as requested and perform other general office duties as needed.


Qualifications:

  • Prior customer service experience required.

  • Education or work experience equivalent to a bachelor's degree.

  • Experience with a CRM, particularly data tracking and reporting, required.

  • Knowledge of the legal industry is an asset.

  • Real-life experience and a few "battle scars" to give you empathy and understanding are assets. Experience overcoming major obstacles in life and making an important change in your life, so you know at your core that others can do it too, is a plus.

  • We are building our A-Team. There will be training on the types of legal matters we handle, how we track our leads, and how to use our calendaring system. However, we are looking for someone who can hit the ground running. This is NOT the right opportunity for someone looking for their first professional job or for an introduction into customer service. No drama; positive problem solvers only need apply.


About Company

Marsden Law is a fast-growing Metro West-based law firm that does things differently. We believe in a coordinated and comprehensive approach to planning. We speak "investments" fluently through our affiliated investment practice.

We are able to solve issues for clients on multiple levels and offer a number of one-stop solutions that come from a wide range of unique options. We are deeply committed, and as a result of our success, we are looking to take client experience to the next level with a number of strategic hires to better serve clients and their families.