Legal Intake Specialist

VirtueStaff is seeking a diligent and organized Legal Intake Specialist to manage the front-end client journey and provide essential case support for our client. In this role, you will be responsible for handling all incoming inquiries, converting leads into consultations, and maintaining high-quality electronic files within Clio. You will act as a vital link between clients and our legal staff, ensuring that case statuses are communicated clearly and that attorney notes from court are meticulously recorded and translated into actionable tasks.

Responsibilities

• Manage incoming calls, create new intake files in Clio, and perform outbound sales calls to inquiries to schedule attorney consultations

• Update Clio files with detailed notes from every client interaction, save documents to electronic files, and enter attorney notes from OneNote into Clio following court appearances

• Conduct routine status update calls, remind clients of upcoming court dates and deadlines, and manage automated reminder texts via Clio

• Delegate calls and requests to Paralegals or Attorneys via email; add specific tasks in Clio for legal staff based on file needs

• Maintain a reminder checklist for ALR (Administrative License Revocation) hearings and ensure all "missing" items in a client’s file are noted for completion

Requirements

• Proven experience working as an Intake Coordinator within a law firm. Experience in Criminal Law is highly preferred, though backgrounds in Personal Injury or other practice areas are acceptable

• Advanced, hands-on experience using Clio is a highly preferred

• Excellent phone etiquette with a high degree of empathy for client status updates and the ability to professionally handle sales leads

• Ability to transform high-level court notes into organized "to-do" lists and tasks within a case management system

• Comfortable making outbound calls on behalf of attorneys to ensure clients stay compliant with court dates and deadlines

• Excellent command and communication in English

Benefits

• Work From Home

• Performance Bonus