Legal Intake Specialist – Remote

About the role

Veta Virtual is seeking a Legal Intake Specialist to serve as the first point of contact for potential clients of a busy Virginia law firm specializing in family law, criminal defense, and estate planning. This remote, client‑facing position blends empathetic communication with a sales‑driven mindset to convert inbound inquiries into booked consultations.

Key responsibilities

• Answer inbound calls, listen actively, and create a positive first impression.
• Qualify callers by asking targeted questions to determine fit for the firm’s services.
• Book consultation appointments, aiming for at least 15 bookings per week.
• Accurately complete intake documentation in Lawmatics before each consultation.
• Follow up with leads, send reminders, and answer pre‑consultation questions.
• Participate in weekly call review sessions for coaching and continuous improvement.

Required profile

• 3–5 years of experience in legal intake, legal administration, or client‑facing roles within a law firm.
• Proven ability to balance empathy with consultative selling.
• Strong verbal English skills with a warm, clear, and professional tone.

Required skills

• Lawmatics (or similar legal CRM) proficiency.

What we offer

• Competitive base salary plus performance bonuses tied to conversion rates.
• 100% remote work environment.
• Opportunity to develop sales and intake expertise within a supportive legal team.