Legal Intake Specialist

About DB Legal Support

DB Legal Support provides operational and administrative support services to plaintiff-side law firms, including McCune Law Group, APC. Our intake team plays a critical role in ensuring individuals seeking legal help receive timely, compassionate, and professional assistance from their very first interaction.

We are currently seeking an on-site Intake Specialist to support McCune Law Group’s intake operations in the Rancho Mirage area.

Job Summary

The Intake Specialist serves as the first point of contact for individuals seeking legal assistance on behalf of McCune Law Group. This role is responsible for managing inbound and outbound calls, conducting intake screenings, evaluating case viability using established criteria, and guiding qualified clients through the retainer-signing process.

This position requires a high level of empathy, professionalism, and attention to detail while accurately documenting client and case information in the firm’s intake systems, including Litify and Case Compass. The Intake Specialist works closely with attorneys, paralegals, the Intake Manager, and the Marketing & Intake Integration Manager to ensure efficient case routing and data accuracy.

Essential Duties and Responsibilities

• Conduct intake screenings via phone and online submissions using structured scripts and eligibility criteria
• Accurately document client information, case details, and required data in Litify/Case Compass (98–100% accuracy expected)
• Execute intake workflows, including campaign attribution and follow-up tasks
• Communicate clearly and empathetically with prospective clients regarding next steps and firm processes
• Collaborate with legal staff to route qualified cases for review
• Maintain clean and accurate intake data to support reporting and performance tracking
• Meet performance standards related to response times, documentation accuracy, and qualified case rates
• Participate in training sessions, team meetings, and workflow updates
• Identify issues or concerns and escalate appropriately
• Perform additional duties as assigned based on business needs

Qualifications

College education preferred

Experience in intake, customer service, legal, healthcare, education, call centers, or similar environments strongly preferred

Strong verbal and written communication skills

Ability to handle emotional or urgent callers with professionalism and discretion

High attention to detail and comfort working in structured workflows

Ability to learn and use CRM and case management systems (Litify experience preferred)

Bilingual (Spanish/English) preferred

Work Location

This is an on-site position based in the Rancho Mirage, CA area

Remote or hybrid work is not available for this role

Compensation

Hourly Pay Range: $20.00 – $25.00 per hour

Pay is determined based on experience, skills, and internal equity

Overtime will be paid in accordance with California law

Physical Requirements

• Ability to sit for extended periods while performing computer-based tasks and handling phone calls
• Ability to communicate clearly via phone and in person
• Ability to move within the office and occasionally lift up to 15 pounds
• Reasonable accommodations will be provided in accordance with applicable law

Equal Employment Opportunity

DB Legal Support is an equal opportunity employer. We do not discriminate based on race, color, religion, sex, gender identity or expression, sexual orientation, national origin, age, disability, medical condition, genetic information, marital status, military or veteran status, or any other protected status under California or federal law.

Apply through really to join DB Legal Support and support McCune Law Group’s intake operations.

Job Type: Full-time

Pay: $20.00 - $25.00 per hour

Benefits:

• 401(k)
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

Work Location: In person

Salary : $20 - $25