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Remote Intake Specialist Jobs (NOW HIRING)

Legal Intake Pros

Intake Success Coach

Summerville, SC · On-site +1

We're seeking a full-time remote Intake Success Coach to own a portfolio of law firm clients and ... intake specialists across your assigned client portfolio * Lead client leadership meetings ...

Dubin Law Group

Legal Intake Specialist

Seattle, WA · Remote

$22 - $25/hr

Location: Remote (WA, TX, IL, MI, OK) Compensation: $22.00-$25.00/hour DOE Schedule Options ... Dubin Law Group is seeking a Legal Intake Specialist to serve as the first point of contact for ...

Law Launch

Be Seen First

Legal Intake Specialist

Los Angeles, CA · Remote

$21/hr

We are currently looking for a Legal Intake Specialist to communicate with clients through text ... Minimum 1 year experience working as an legal intake agent preferably in a remote call center. Must ...

Urgent

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How much do remote intake specialist jobs pay per hour?

As of Sep 4, 2026, the average hourly pay for remote intake specialist in the United States is $20.81, according to ZipRecruiter salary data. Most workers in this role earn between $17.07 and $22.84 per hour, depending on experience, location, and employer.

What is a remote intake specialist?

A Remote Intake Specialist is responsible for gathering and processing client or patient information for a company, typically in healthcare, legal, or customer service industries. They conduct initial screenings, verify details, and ensure accurate documentation. Working remotely, they communicate via phone, email, or online platforms to collect necessary data. Strong communication, attention to detail, and organizational skills are essential for this role.

What are the typical daily responsibilities of a remote intake specialist?

As a Remote Intake Specialist, your daily responsibilities often include reviewing inbound referrals or inquiries, collecting and verifying client or patient information, entering data into secure digital systems, and communicating with clients or colleagues via phone, email, or chat. You may also coordinate initial appointments, clarify documentation requirements, and follow up on incomplete records. Much of your work is self-directed, and you’ll frequently interact with other team members such as case managers, healthcare providers, or administrative staff. This collaborative, detail-oriented workflow helps ensure accurate and efficient onboarding of clients or patients into company services.

What are the key skills and qualifications needed to thrive in the remote intake specialist position, and why are they important?

To thrive as a Remote Intake Specialist, you need strong organizational skills, attention to detail, and experience in customer service or healthcare administration, often supported by a high school diploma or higher education. Familiarity with CRM software, electronic health record (EHR) systems, and secure data entry platforms is commonly required. Excellent verbal and written communication, problem-solving, and the ability to work independently are valuable soft skills for this role. These abilities enable you to efficiently gather and process client or patient information while maintaining accuracy and professionalism in a remote work environment.

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Remote Intake Specialist jobs near you
Infographic showing various Remote Intake Specialist job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 83% Full Time, 14% Part Time, and 2% Contract. Highlights an 85% Physical, 2% Hybrid, and 13% Remote job distribution, with an average salary of $43,288 per year, or $20.8 per hour.

Intake Success Coach

Legal Intake Pros

Summerville, SC • On-site, Remote

Full-time

PTO

Posted 21 days ago

Key responsibilities

  • Build trusted relationships with law firm owners, operations leaders, intake managers, and intake specialists across your assigned client portfolio

  • Lead client leadership meetings, performance reviews, and escalation conversations with clear, evidence-backed recommendations

  • Prepare and facilitate structured coaching sessions using call reviews, role-play, teach-back, and follow-up audits to confirm behavior change

Job description

Legal Intake Pros is a dynamic and innovative company specializing in Intake Optimization for law firms. Our mission is to help law firms provide exceptional service to their clients by optimizing intake processes and ensuring compliance with industry standards. We achieve this through cutting-edge technology, expert coaching, and continuous quality control measures.
We're seeking a full-time remote Intake Success Coach to own a portfolio of law firm clients and drive real, measurable improvement in how their intake teams perform. This is a highly client-facing coaching and consulting role, not a behind-the-scenes training or quality-control position. You'll be leading coaching sessions, client leadership meetings, performance reviews, and strategic conversations directly with law firm owners and operations leaders.
You'll use call reviews, data analysis, and structured coaching to turn quality findings into behavior change, helping intake professionals build empathy, call control, objection handling, and follow-up discipline that convert more potential clients into signed cases. Every coach at Legal Intake Pros starts as a Junior Intake Success Coach and advances through a documented, competency-based career path.
Responsibilities
  • Build trusted relationships with law firm owners, operations leaders, intake managers, and intake specialists across your assigned client portfolio
  • Lead client leadership meetings, performance reviews, and escalation conversations with clear, evidence-backed recommendations
  • Prepare and facilitate structured coaching sessions using call reviews, role-play, teach-back, and follow-up audits to confirm behavior change
  • Coach intake professionals on active listening, call control, rapport, objection handling, one-call closes, and case disposition
  • Conduct call audits, QA reviews, Lead Docket analysis, and conversion trend analysis to identify root causes, not just surface-level activity
  • Translate quality and performance data into prioritized coaching strategies with clear owners, timelines, and measurable outcomes
  • Identify low-performing or at-risk firms and develop targeted intervention plans in partnership with your Manager
  • Document coaching observations, commitments, and follow-up actions accurately
  • Create or improve facilitation guides, SOPs, and client education materials as needed
  • Participate in calibration sessions and collaborate with Quality Control, Implementation, Client Success, and Operations teams

Requirements
What We're Looking For:
  • Bachelor's degree or an equivalent combination of relevant education and professional experience
  • Demonstrated legal intake experience, preferably within personal injury or closely related law firm operations
  • Experience coaching, training, auditing, supervising, or developing intake or client-facing professionals
  • Strong understanding of the legal intake journey
  • Experience analyzing performance data and using it to diagnose problems and change behavior
  • Excellent facilitation, written and verbal communication, active listening, and presentation skills
  • Ability to work independently, manage multiple client relationships, and meet deadlines in a fully remote environment
  • Working knowledge of CRM, quality-assurance, project-management, and video-conferencing tools
  • Genuine interest in a coaching, client-consulting, and performance-development function - client-facing work is a permanent part of this role

Bonus Points If You Have:
  • Personal injury or plaintiff law intake experience and fluency in Lead Docket or a comparable legal intake CRM
  • Experience leading performance conversations with law firm owners, operations leaders, or managers
  • Background in consultative sales, business development, client success, quality assurance, or conversion optimization
  • Experience conducting call calibration, developing SOPs or facilitation guides, and measuring training effectiveness
  • Knowledge of adult learning principles, behavior-change coaching, and remote facilitation best practices

Benefits
Why Join Legal Intake Pros?
LIP is a growing, fast-moving team doing meaningful work in a category we helped create. We help personal injury law firms sign more cases by transforming how they handle intake, and every person on our team feels the impact of that mission directly.
This is not a role where you blend into a department. You will work closely with the founder, see the full picture of the business, and have real ownership over your work from Day 1. We invest in our people, give direct feedback, and create space for growth for those who show up with initiative and care.
Benefits:
  • Remote-first
  • PTO and sick leave eligibility beginning at 90 days, plus 12 paid holidays
  • Company-sponsored professional development, including courses, certifications, and training
  • Virtual team events and workshops
  • A high-trust environment where your contributions are visible, and your growth is supported

Compensation & Growth: The base salary range for this role is $65,000 to $75,000, plus monthly and quarterly performance bonuses. Every coach at Legal Intake Pros starts as a Junior Intake Success Coach and advances through a documented, competency-based career path. Most coaches reach the top of the base range within their first one to two years through promotion, and with bonuses, our established coaches typically earn $85,000 to $100,000 in total annual compensation.

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