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Job description
Legal Intake Specialist - Renier Hotopp Law Offices
Location: Remote
Job Type: Full-Time | Monday–Friday | 8:00 AM–5:00 PM
Compensation: $8–$9/hour, based on experience + Benefits
Be the First Point of Contact for People Seeking Legal Help
Renier Hotopp Law Offices, LLC is a growing Wisconsin law firm with offices in Burlington and De Pere. We are committed to providing responsive, compassionate, and professional service to every person who contacts our firm.
We are looking for a Legal Intake Specialist to serve as the first point of contact for potential new clients.
This is a phone-driven role. You will speak with prospective clients, gather information about their legal matters, ask structured intake questions, determine whether their case meets the firm's established criteria, and help qualified potential clients move forward to the appropriate next step.
This is not simply an administrative or receptionist position. You will play an important role in determining which potential matters are appropriate for the firm while ensuring every caller receives a professional and positive experience.
What Success Looks Like
Success in this role means more than answering calls. You will help ensure that:
Potential clients are contacted promptly
Intake conversations are thorough and professional
Important case information is captured accurately
Matters are correctly qualified or disqualified according to firm criteria
Qualified potential clients are moved efficiently to the appropriate next step
Follow-ups do not fall through the cracks
Every person who contacts the firm receives a professional client experience
Qualifications
Excellent spoken and written English
Strong phone communication and active-listening skills
Comfortable handling a high volume of phone conversations and follow-ups
Ability to ask direct, structured questions while remaining empathetic and professional
Strong judgment and ability to follow established criteria when qualifying or disqualifying potential matters
Exceptional attention to detail and accurate documentation skills
Ability to recognize important information during conversations and ask appropriate follow-up questions
Comfortable speaking with people who may be frustrated, emotional, or dealing with stressful legal situations
Strong organizational and time-management skills
Comfortable working in a fast-paced environment where priorities may change
Technologically proficient and able to quickly learn CRM, intake, and case-management platforms
Reliable, responsive, and comfortable being accountable for follow-up tasks
Prior legal intake, law firm, call center, customer service, or phone-based sales experience is strongly preferred.
Experience conducting legal intake or screening potential clients is a significant advantage.
Responsibilities
Handle inbound calls from potential new clients and conduct initial legal intake conversations
Speak with prospective clients professionally and compassionately while maintaining control of the conversation
Ask structured questions to understand the caller's legal issue, circumstances, timeline, location, and other relevant case information
Qualify or disqualify potential matters based on the firm's established intake criteria
Identify whether a potential client's matter falls within the firm's practice areas and determine the appropriate next step
Recognize matters that do not meet the firm's criteria and communicate next steps professionally
Gather complete and accurate information before scheduling qualified potential clients for consultations or case evaluations
Conduct conflict-check information gathering and ensure required information is documented correctly
Enter detailed notes and potential client information into the firm's lead management and case management systems
Manage and follow up with new leads by phone, email, and other approved communication channels
Schedule consultations and case evaluations for qualified potential clients
Follow up with potential clients who have not yet completed the intake or consultation process
Send, track, and follow up on engagement documents, payment information, and other required materials when applicable
Maintain accurate records of lead status, intake outcomes, follow-ups, and next steps
Work closely with the Client Experience Manager and legal team to ensure qualified leads are handled efficiently
Maintain confidentiality and professionalism when discussing sensitive personal and legal matters
This position is located in Mexico.
Compensation: $8 - $9 hourly
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Worksite address
burlington, WI, 53105, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.