Legal Intake Specialist Job Description Templates 

Medha Mehta

Medha Mehta

intake specialist law firm job description, Legal Intake Specialist Job Description, Legal Intake Specialist Job Description Templates,

A Legal Intake Specialist is a professional who plays a pivotal role in the legal services industry by bridging the gap between prospective clients i.e. people seeking legal expertise and lawyers. In this article, we have included two well-drafted legal intake specialist job description templates that you can use instantly and also provided you with the salary intake to help you write your job ad more accurately.

A Legal Intake Specialist, also known as a legal intake coordinator, works as the initial point of contact for individuals seeking legal assistance. They conduct intake interviews with prospective clients, gather essential information about their legal issues, and assist in evaluating whether their cases merit further consideration by the legal team. 

The Legal Intake Specialists core job duties include

  • assessing the needs of clients efficiently and accurately, 

  • ensuring that clients’ concerns are properly addressed and 

  • guiding them through the initial steps of the legal process. 

By serving as a liaison between clients and legal professionals, legal intake specialists enable law firms to effectively serve their clients while upholding ethical standards and confidentiality.

Let’s explore two well-written, ready-to-use legal intake specialist job description templates.

Legal Intake Specialist Job Description Summary: 

We are seeking a dedicated and detail-oriented Legal Intake Specialist to join our team at [Law Firm Name]. The ideal candidate will be responsible for conducting initial consultations with clients, gathering relevant information, and ensuring accurate documentation. The Legal Intake Specialist will play a critical role in facilitating the intake process and assisting our legal team in evaluating potential cases. Strong communication skills, attention to detail, and a passion for providing exceptional client service are essential for success in this role.


  • Conduct initial consultations with clients to gather information about their legal issues.

  • Record and maintain detailed notes during client interviews.

  • Assist clients in completing intake forms and documents.

  • Review and organize documentation provided by clients.

  • Coordinate with attorneys and legal staff to evaluate potential cases.

  • Provide support to attorneys by conducting research and gathering additional information as needed.

  • Ensure compliance with legal regulations and confidentiality policies.

  • Communicate effectively with clients to address questions and concerns.

  • Maintain accurate records of client interactions and case details.

  • Collaborate with other members of the legal team to streamline intake processes and improve efficiency.


  • Bachelor's degree in a related field preferred.

  • Prior experience in a legal or customer service role is highly desirable.

  • Excellent communication and interpersonal skills.

  • Strong organizational skills and attention to detail.

  • Ability to multitask and prioritize tasks effectively.

  • Proficiency in Microsoft Office and case management software.

  • Knowledge of legal terminology and procedures is a plus.

  • Ability to maintain confidentiality and professionalism at all times.

Location: [Mention location, remote, or hybrid]

The yearly compensation for this role is [amount]. You are also eligible for the following benefits and perks.

  • [PTO policies]

  • [Company holidays]

  • [401(k)]

  • [Insurance]

  • [Other benefits]….

Legal Intake Specialist Job Description Summary: 

We are seeking a highly organized and detail-oriented Legal Intake Specialist to join our team. The Legal Intake Specialist will be responsible for managing the intake process for new legal cases, ensuring that all information is accurately collected and documented. The ideal candidate will have excellent communication skills, a strong understanding of legal terminology and procedures, and the ability to work in a fast-paced environment.


  1. Manage the intake process for new legal cases, including gathering and documenting all necessary information.

  2. Communicate with clients and potential clients to gather information, answer questions, and provide updates on their case status.

  3. Conduct initial case assessments to determine the viability of the case and the appropriate course of action.

  4. Maintain accurate and up-to-date records of all case information and documentation.

  5. Collaborate with legal team members to ensure a seamless and efficient intake process.

  6. Adhere to all legal and ethical standards and guidelines.


  1. Bachelor's degree in a related field or equivalent experience.

  2. Strong understanding of legal terminology and procedures.

  3. Excellent communication and interpersonal skills.

  4. Ability to work in a fast-paced environment and manage multiple tasks simultaneously.

  5. Strong attention to detail and organizational skills.

  6. Proficiency in Microsoft Office Suite and other relevant software.

This is a full-time on-site position performed at our headquarters located at [address]. The working hours are [office timings]. Or [mention the remote or hybrid work policy]. We offer a competitive salary and benefits package, as well as opportunities for professional growth and advancement. If you are a dedicated and driven individual with a passion for legal work, we encourage you to apply for this exciting opportunity.

The typical salary for an intake specialist in the United States is $36,805 per year. Salaries for this position usually vary from $26,000 to $51,000 annually. On an hourly basis, intake specialists earn an average of $17.69. Ref:

As of January 15, 2024, the average hourly pay for a Legal Intake Specialist in the United States is $20.81. The hourly wages for Legal Intake Specialists can range as high as $31.73 and as low as $12.02. The majority of Legal Intake Specialist wages currently range between $17.07 (25th percentile) to $22.84 (75th percentile) across the United States​​. Ref: ZipRecruiter

It's important to note that compensation trends can change over time, so it's always a good idea to keep an eye on the most up-to-date data. Additionally, the legal sector in the US experienced a decrease in employment figures in January 2024, losing 4,400 positions, according to the US Department of Labor. 

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