Legal Intake Specialist

About the role

NeoWork is seeking a bilingual Legal Intake Specialist to join its remote‑first team. You will be the first point of contact for prospective clients, handling intake calls, gathering essential information, and routing qualified leads to the appropriate attorneys.

Key responsibilities

• Conduct intake calls with prospective clients using established scripts and firm procedures.
• Gather, verify, and organize client information accurately in the practice management system.
• Schedule client consultations and manage calendar logistics.
• Route intake leads to appropriate attorneys based on practice area and availability.
• Maintain detailed records in the CRM and follow up on pending leads.
• Flag conflicts of interest, jurisdictional issues, or matters outside firm scope before attorney review.
• Support phone and email communication with clients in both English and Spanish.
• Track intake metrics and report on pipeline status as needed.

Required profile

• Fluent bilingual capability in English and Spanish (verbal and written, client‑facing).
• Minimum 2 years experience in legal intake, legal administration, or a similar client‑facing role within a legal or professional services setting.
• Reliable internet connection and ability to work a stable schedule aligned with US business hours.
• Professional phone presence and clear communication in both languages.

Required skills

• Proficiency with legal practice management systems such as LawMatics, Clio, or comparable CRM platforms.

What we offer

• Health insurance for contractors.
• Holiday extra pay and mental health days.
• Performance‑based incentives and annual review process.
• Opportunities for professional growth and advancement within the company.