Legal Intake Specialist

Martine Law, a leading law firm, has been consistently ranked among the fastest-growing in the nation for three consecutive years. Specializing in criminal defense and family law, we seamlessly blend traditional legal expertise with cutting-edge technology to deliver unparalleled client representation. Our dynamic, tech-savvy culture fosters a supportive environment where our team can excel professionally while enjoying a harmonious work-life balance.

Why Choose Us?

• Competitive starting salary.
• Comprehensive healthcare coverage, including Medical/Dental/Vision and a 401(k) plan with company match.
• Generous paid time off policy.
• Option for remote or hybrid work setup.
• Collaborative team dynamics that encourage personal growth and career development.

Position Overview

The Intake Specialist plays a critical role in the client journey by qualifying leads, enhancing client experience, and supporting business growth. This position is responsible for managing inbound and outbound communications, scheduling case evaluations, and maintaining accurate intake data. The ideal candidate is empathetic, detail-oriented, and thrives in a fast-paced, client-focused environment.

At Martine Law, we firmly believe that a successful legal career can go hand in hand with a fulfilling personal life. By eliminating commutes and office politics, we streamline our operations to focus on delivering top-notch legal services efficiently to clients.

If you meet the qualifications and are ready to take on the key responsibilities, hit apply, and let's delve deeper. Looking to expedite your application process? Send your resume and cover letter to with the subject line "Amazing Legal Intake Specialist Candidate."

• Review all booked consultations daily to identify missing or incomplete information. 
• Collect and confirm: Case numbers, Court details (jurisdiction, hearing dates, orders, OFPs, etc.), Relevant case documents. 
• Verify intake notes for clarity and completeness. 
• Flag and resolve missing details by coordinating with: The PNC, Intake Specialists, and The Sales Assistant/s. 
• Provide backup coverage for follow-up and confirmation calls when Paloma is unavailable. 
• Serve as a quality-control checkpoint between scheduling and evaluation. 

Client-Focused Tasks

• Engage warmly with PNCs and clients via phone, email, and text.

Administrative Tasks

• Conduct daily lead reviews in Clio, HubSpot
• Maintain detailed records of all client interactions and follow-ups.

Knowledge, Skills & Abilities

• Prior experience in a professional services environment, preferably legal or administrative.
• High ethical standards with the ability to handle sensitive and confidential information discreetly.
• Strong experience managing client relationships and using client communication software.
• Excellent verbal and written communication skills for interacting with potential new clients (PNCs) and internal teams.
• Strong organizational and time management skills to manage multiple tasks and deadlines.
• Detail-oriented with a focus on accurate data entry and CRM updates.
• Strong interpersonal skills for relationship-building and stakeholder communication.
• Ability to work independently and collaboratively with minimal supervision.
• Proficiency in Microsoft Outlook and calendar management is required.

Experience

• 1+ years in customer service, client relations, or similar roles, preferably in a fast-paced environment.
• Experience in legal services or administrative support is preferred.
• Familiarity with legal software such as Clio and HubSpot is preferred.
• Experience with call communication platforms like AirCall.
• Proven ability to convert leads through persuasive and empathetic communication.

Education

• High school diploma required; advanced training or college education preferred.