Legal Intake Specialist

Job Description

Date: March 2026

Job Title: Intake Specialist

Hours: Part time (20-25 hours/week with some flexibility)

Location: Mostly remote and with in-office opportunities

Job Summary: Assisting attorneys by talking to potential clients and gathering information to facilitate the intake process and onboard new clients.

Key Areas of Responsibility for Intake Specialist Duties

· Scheduling timely intakes with potential clients and keeping updated availability on website

· Ensuring potential clients fill out intake forms and provide necessary information and that the information is properly organized on the case management systems (e.g., MyCase and Dropbox)

· Reviewing intake forms and any information provided by potential client in advance of intake call

· Conducting intake calls with the goal of trying to keep the initial intake at 30 minutes if possible and using supportive communication with a mind towards trauma-informed interviewing

· Following up with potential clients to collect key relevant documentation and ensuring they don’t send documents we don’t want (e.g., illegal recordings, HIPAA-protected or attorney-client privileged information, etc)

· Responding, referring out, and/or providing resources useful resources to potential clients in a timely manner

· Taking thorough notes on intake calls for attorneys to review

· Engaging a basic understanding of employment law topics to be able to spot key employment issues as they arise

· Scheduling and leading timely meetings with attorneys to discuss intake calls and provide initial impressions on potential clients

· Tracking intake calls and referrals in an organized manner

· As appropriate, assisting paralegal with opening and setting up new client case files

· Other intake-related tasks as assigned by attorneys

Qualifications

· Skills and experience in customer service-type roles and/or organizational management

· Good communication style with a mind towards trauma-informed practices

· Demonstrated interest in employment law and social justice

· Prior experience in law firm settings with case-related tasks

· Proficiency in Microsoft office (e.g., Word, Excel) and social media platforms

Compensation

· $20.40/hour to be paid bi-monthly

· Discretionary bonuses

Benefits

· $20 each pay period as a cell phone reimbursement with expectation that the personal phone will be used for work through a phone application for business

· PTO and holidays per the applicable PTO policy

· Retirement per the applicable retirement policy

· For full-time employees, health insurance benefits per the applicable benefits policy

Your employment with Beacon Employment Law is at-will and this job description does not alter the at-will employment relationship.

Pay: $20.40 - $23.00 per hour

Benefits:

• 401(k)
• 401(k) matching
• Paid time off

Work Location: Hybrid remote in Portland, OR 97205

Salary : $20 - $23