Legal Intake Coordinator

The role

The Legal Intake Coordinator serves as the first point of contact for prospective clients at a general practice law firm. This role involves conducting intake interviews, qualifying leads, and managing client data within a CRM.

What you will do

• Serve as the initial point of contact for all prospective client inquiries via phone, email, and web form
• Conduct structured intake interviews to gather relevant case information and assess potential fit
• Accurately enter and manage prospect data within the firm's CRM and case management system
• Qualify leads and route cases to the appropriate attorney or practice area based on established criteria
• Schedule consultations and follow up with prospective clients to reduce no-show rates
• Prepare and send intake packets, engagement letters, and onboarding documentation to new clients
• Track intake metrics and provide regular updates on lead volume, conversion rates, and pipeline status
• Maintain consistent follow-up with unconverted leads to maximize consultation bookings

Required qualifications

• Minimum 2 years of experience in a legal intake, client services, or customer-facing coordination role
• Familiarity with legal intake procedures and the general operations of a law firm environment
• Outstanding verbal and written English communication skills
• Strong ability to gather detailed information efficiently
• Experience managing CRM systems and maintaining accurate data records across a high-volume pipeline
• Must have prior remote work experience
• Be fluent with remote collaboration tools and platforms (such as Slack, Zoom, Google Workspace, Asana, or similar)
• Ideally worked with US or UK-based law firms

Nice to have

• Familiarity with US law, legal procedures, and court systems
• Experience using legal CRM or intake platforms such as Lawmatics, Clio Grow, or Lead Docket
• Background supporting intake across diverse practice areas including personal injury, family law, or immigration
• Familiarity with legal consultation workflows, fee agreements, and client onboarding processes
• Experience with sales or conversion-focused communication strategies in a legal or professional services context

Before you apply

• Applications without prior remote work experience and fluency with remote tools will not be considered
• Complete the application form in full
• You will be required to record a video
• The video is the first step of the interview process

About the company

Hire Hangar connects top talent with vetted employers and offers real growth opportunities.