What are the responsibilities and job description for the Remote Legal Intake Specialist position at Equivity, Inc.?
About the Role
We are seeking a detail-oriented Legal Intake Specialist to serve as the first point of contact for prospective clients. This role combines structured phone intake, client onboarding, and administrative support. The ideal candidate is a professional able to follow firm procedures and questionnaire structures while recognizing and reporting concerns during client intake conversations.
Responsibilities
Phone Coverage and Client Intake
- Provide phone coverage Monday through Friday from 9:00 a.m. to 5:00 p.m. PT.
- Conduct intake calls, averaging approximately 30 minutes each, using the firm’s structured questionnaire.
- Follow the firm’s intake procedures consistently for every call.
- Identify potentially evasive or inconsistent responses and document observations for the firm.
- Communicate observations and any concerns to the appropriate attorney or supervisor promptly and professionally.
Client Onboarding
- Enter new clients into Clio accurately and maintain complete records.
- Communicate with prospective and existing clients by phone and email.
- Send secure payment links for credit card information and confirm receipt.
- Schedule consultations that require advance payment, and confirm payment before booking.
Administrative Support
- Manage scheduling for attorneys and clients.
- Manage email inbox and respond to inquiries in a timely manner.
- Complete follow-ups with existing and prospective clients during time between intake calls.
- Maintain confidentiality of all client information.
Qualifications
Required
- Bachelor’s degree
- Dedicated home office setup with reliable internet and a quiet environment suitable for confidential calls
- Strong phone presence and professional written communication
- Ability to follow structured procedures while exercising sound judgment
- Strong organizational and time-management skills
- Proficiency with scheduling tools and standard office software
Preferred
- Familiarity with family law matters and terminology (strongly preferred)
- Experience using Clio or other legal practice management software (a plus)
- Prior experience in a law firm, legal intake, or client services environment
Compensation and Benefits:
- $23/hour — W-2 employment
- 6-month performance review with potential pay increase
- Medical, dental, and vision insurance
- Paid sick leave
- 401(k) retirement plan
- End-of-year performance bonus
- Employee Assistance Program and employee discounts through BenefitHub
- Cell phone, internet, and eligible expense reimbursement
- Clio certification and professional development opportunities
- Supportive remote work culture with autonomy and flexibility
About Equivity
Equivity provides virtual paralegal, legal administrative, reception, staffing, and marketing services to attorneys and businesses nationwide.
www.equivityva.com
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Salary : $23