Our legal intake team connects with, qualifies, and converts your customer.
Legal intake specialists are responsible for the initial touch point with potential clients for law firms. They handle client screening, CRM data input, client scheduling, and customer service. Intake specialists are the client facing employees in majority of law practices. They are responsible for weeding through high volumes of inbound calls and customer inquiries to determine the best possible cases both financially and culturally for the firm.
The goal of many intake specialist positions is to book a meeting with the attorney. Depending on the firm, these meetings may be paid consultations. In this case, your legal intake specialist is a sales person. Their job is to educate the potential clients on the benefits of meeting with the attorney and sell them on paying for a consultation. Legal intake specialists at outsourced intake centers are able to connect with, qualify and even convert leads on your behalf
Salvadorans excel at legal intake because of their extensive, professional background in customer service fields. They help customers feel at ease and confident in the services that the firm is providing. Hiring an outsourced legal intake specialist leaves your attorney staff free to concentrate their valuable time on billable tasks.
The candidate pool of legal intake specialists has been exposed to a wide variety of fields including:
- Immigration Law
- Personal Injury Law
- Family Law
- Estate and Family Planning Law
- Employment Law
- Criminal Law
- Intellectual Property Law
- Healthcare Law
Most legal intake specialists have knowledge in:
- MS Office: Outlook, Word and Excel
- MS PowerPoint, if preparing presentations is part of the role
- Digital file-sharing tools such as Dropbox or Google Drive
- Virtual communication systems such as Zoom and Slack
- CRMs
Tips for employing a legal intake specialist in El Salvador
- Customer service is one of the most prevalent jobs in El Salvador. You will have a wide range of candidates to choose from. We recommend searching for a candidate with a desire to learn as this will ultimately benefit your organization as they move up.
- An experienced intake specialist can adapt quickly to the customer service processes of any business, even if their work history is from another industry. But obviously the better you train them, the better performance you can expect from your legal intake specialist.
- Legal intake specialist roles in every legal field can become very niched. If you need a candidate with specific knowledge in your industry, they may require a higher salary.
Example of Employee Profiles for Legal Intake Specialists
PROFILE SAMPLESkills
- Project Management
- Sales
- Diverse CRM Knowledge
- Office 365 Suite
Recent Roles
- Sales for hotels.com
- Intake Specialist at Morgan & Morgan
- American Solar Appointment Setter
- AT&T Tech Support/ Customer Service
