Intake Specialist

Virtual legal assistants: screen potential clients and gather case details to connect them with your legal team:

Reduce costs by at least 30%
Boost work-life balance, enhance efficiency
Gain access to top candidates

What is an Intake Specialist?

A critical position at a busy law firm is an intake specialist. These professionals specialize in managing client inquiries, determining the client’s legal needs, and collecting vital data. Intake specialists, or intake coordinators, are clients’ first impressions of a law firm; these frontline personnel can help build rapport and trust with potential clients. Moreover, a well-run intake specialist can differentiate the law firm from the competition. An intake specialist plays a critical role in ensuring smooth communication between the client and the legal team.

Client Testimonial

I have been a customer of Aristo for several years now, and I can say without a doubt that they are the best in the business. Their attention to detail and commitment to customer satisfaction is unmatched. They always go above and beyond to ensure that their clients are happy. I highly recommend Aristo!

– Andrea Torres

Benefits of Hiring an Intake Specialist

An intake specialist enhances workflow, client satisfaction, and the firm’s ability to focus on important cases.

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Better Client Experience

Access expertise not available in-house

Improve Efficiency

Handle client screening and data

Increased Case Quality

Filter cases for high-value focus

Streamlined Operations

Streamline client communication and scheduling

Higher Conversion Rates

Boost conversion of inquiries to clients

Lawyer Benefiting With A Intake Specialist

How it works?

Achieve success easily with our simple process. Take control of your schedule and focus on big goals, supported by our remote team.

Share your requirements.

• Schedule a free 30-minute consultation
• Define your tasks and needs

Get an instant quote

• If accepted, the hiring process can start
• Allow 7 – 10 days for the process

Hire your Assistant

• You choose the relevant interviewees to interview
• You select your favorite candidate(s)

We’ve just slashed 3-6 weeks off your hiring timeline!

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Pricing

$1.997

One-time recruitment fee

You hire your remote assistant directly

You hire the remote assistant directly and pay them a monthly salary

Services Offered by an Intake Specialist

An intake specialist provides essential services that streamline client onboarding, including client screening, information gathering, consultation scheduling, and managing initial communications.

Client Screening

Assessing potential clients to determine whether their cases fit the firm well.

Information Gathering

Collecting and documenting details about the client’s case and personal information.

Consultation Scheduling

Arranging meetings between clients and attorneys.

Initial Communication

Answer client inquiries and provide information about the firm’s services.

Data Entry

Inputting client information into the firm’s case management system.

Follow-Up

Contacting clients for additional information or to complete the intake process.

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Free Consultation

Janus Basnov

janus@aristo.law

Over the past decade of recruiting virtual staff, we’ve discovered that every firm seeks distinct qualities in their virtual staff.

Got a Question?

Check out the questions and answers below that help a lot to know more.

Intake specialists are crucial to many organizations. These vital personnel assist in service facilitation and are clients’ first point of contact. Their main responsibilities include collecting, processing, and managing client information and integrating it into the organization’s system.

Another name for an intake coordinator is a law firm client-intake specialist or admissions coordinator, which highlights their role in managing client admissions and initial case interactions.

These specialists ensure that clients feel heard and valued by providing a professional and supportive first point of contact.

Strong communication skills, organizational abilities, and relevant legal or administrative experience are typically required.

Screening potential clients, collecting case information, scheduling consultations, and managing initial communications.

Such a person streamlines the intake process, allowing attorneys to focus on casework by handling preliminary tasks and client management.

Commonly used tools include case-management systems, client-relationship management (CRM) software, and communication platforms.

These specialists ensure data confidentiality and comply with legal and ethical standards for handling and storing sensitive information.

Challenges include managing high volumes of inquiries, handling difficult clients, and maintaining accuracy in data collection.

Creating a positive first impression and ensuring a smooth onboarding process enhances client satisfaction and retention.

Many intake specialists can perform their duties remotely, using digital tools to manage client interactions and data.

The specialist gathers and organizes preliminary case details, allowing attorneys to evaluate the potential merits and suitability of the case.

This staff member sets clear expectations about the legal process, timelines, and next steps, helping clients understand what to expect.

The intake specialist may follow up to complete the intake process, request additional information, or check in on pending consultations.