Legal Intake Specialist

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🔥 15 minutes ago

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Legal Intake Pros

11 - 50 employees

Founded 2023

💼 Consulting

⚖️ Legal

🤝 B2B

Consulting • Legal • B2B

Legal Intake Pros is a service firm that helps law firms optimize their client intake processes to increase signed cases and drive predictable growth. They provide intake training and 1:1 coaching, quality control and assurance, technical implementation and CRM automation, intake reporting and trial audits, and ongoing support to improve lead capture, follow-up, and conversion. Their team positions itself as experienced law-firm veterans offering hands-on coaching, process redesign, call and lead monitoring, and implementation of workflows and integrations.

📋 Description

• Exceptional talent recruitment and connection with potential hires • Continuous review of applications and matching candidates with suitable role openings • Collaboration with team across various departments to ensure client satisfaction • Proactive problem solving and process improvement within legal intake and operational performance

🎯 Requirements

• Have a background in legal services, intake operations, or project management, with a desire to improve how law firms connect with and serve their clients • Be deeply **customer-obsessed**, consistently prioritizing the client experience in every interaction and decision • **Act as a team**, collaborating effectively across departments and contributing to shared success • Continuously **raise the bar**, striving for excellence, accountability, and high performance • **Learn every day**, demonstrating curiosity, adaptability, and a commitment to professional growth • **Find the friction**, proactively identifying inefficiencies and driving solutions that improve processes and outcomes • Thrive in a collaborative environment, working cross-functionally to ensure clients receive the highest level of service

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