Our Legal Intake Specialist role converts prospective client inquiries into qualified, retainer-ready matters. We execute thorough conflict-of-interest checks, perform structured screening calls to evaluate matter fit, and gather essential preliminary facts. By guiding prospects through digital onboarding forms, fee agreements, and payment links, we accelerate intake velocity while upholding your firm’s qualification standards.
Legal Intake Specialist
INTAKE SERVICES
Legal Intake Specialist
Primary Activities
Conflict Screening & Qualification:
Conducting database conflict checks and screening prospective matters against firm acceptance criteria prior to attorney review.
Client Onboarding & Retainer Execution:
Guiding prospects through intake questionnaires, fee agreements, and portal activation to secure retainers quickly.