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    Role Profile: Remote Legal Intake Specialist

    Convert More Leads Into Signed Cases — In 7 Days.

    Pre-vetted, English-fluent intake specialists trained to qualify leads, run conflict checks, schedule consults, and book signed retainers — at 60% less than a U.S. hire.

    Remote legal intake workstation with intake form and checklist

    Every Inbound Lead, Qualified and Followed Up.

    Inbound Lead Triage

    Live answer, fact pattern capture, and qualification against your firm's case criteria.

    Conflict Checks & Intake Forms

    Standardized intake questionnaires, conflict screens, and document collection.

    Consult Scheduling & Follow-Up

    Calendar booking, automated reminders, and structured no-show recovery sequences.

    Compliant Client Communication

    Confidentiality, disclosure, and unauthorized-practice-of-law boundaries trained into every script.

    Works inside your intake stack from Day 1.

    Clio GrowLawmaticsCaptorraMyCaseCallRailMicrosoft 365

    How We Vet Our Intake Specialists.

    1. English, Tone & Empathy Assessment

      Live evaluation of phone presence, listening skills, and bedside manner.

    2. Intake & Conflict-Check Knowledge Test

      Scenario-based exam across PI, family, immigration, and criminal-defense intakes.

    3. Intake Software Proficiency Exam

      Hands-on tasks across Clio Grow, Lawmatics, and Microsoft 365.

    4. Background & Reference Checks

      Identity verification, criminal screening, and prior-employer references.

    Your next chapter

    Ready to stop losing inbound leads?

    Get matched with three pre-vetted remote intake specialists, ready to start qualifying leads in under a week.

    Apply as talent