Legal Intake Specialist
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Position Overview & Specifications
Job Title: Legal Intake Specialist
Location: San Jose, CA
Pay Rate: $18-$22/hour on W-2 (Negotiable based on experience)
Job type: On site
Availability: ASAP
Responsibilities
The primary responsibility of a legal intake specialist is to set up and manage the processes of onboarding new and prospective clients who are a good fit for your law firm. Some key legal intake specialist job duties are:
· Interviewing prospective clients by phone and email to become familiar with their cases
· Conducting basic research to investigate whether prospective clients’ claims have merit
· Evaluating prospective clients’ claims to determine whether they’re in line with the areas of practice and experience of the firm
· Scheduling initial consultation appointments with attorneys for promising potential candidates
· Onboarding new clients by filling out necessary paperwork and putting together initial case files
· Entering client information into computer systems
· Networking with law firms in other areas of specialty to grow referrals
· Performing administrative support tasks as assigned
Qualifications
- Highly preferred languages: Punjabi & Hindi
- Customer service skills to make prospective clients feel welcome
- High-level listening skills to gain a thorough understanding of claims
- Demonstrated interviewing skills to know which questions to ask to gather more information
- Strong written and oral communication skills to explain next steps and compose client profiles for attorneys
- Basic understanding of various legal specialties to evaluate the suitability of your firm and recommend other firms as needed
- Organizational skills to keep track of prospective clients’ contact and case information
- Multitasking ability to move quickly from one inquiry to another
- Knowledge of word processor, spreadsheet, email and database software
Job Type: Full-time
Pay: $37,000.00 - $45,000.00 per year
Benefits:
- 401(k)
- Dental insurance
- Health insurance
- Vision insurance
Schedule:
- 8 hour shift
Work Location: In person
Candidate Selection & Onboarding Process
Application & Resume Screening
Submit your tailored CV/Resume directly to the talent acquisition portal.
Technical & Competency Interviews
Virtual interviews with the hiring manager and multidisciplinary team.
Formal Offer & Benefits Negotiation
Written agreement outlining compensation, equity, retirement vesting, and relocation allowances.
Onboarding & Corporate Integration
Equipment provisioning, team orientation, and commencement of duties.
United Kingdom Right to Work & Skilled Worker Visa Guide
Employment in the United Kingdom requires legal Right to Work verified under the Home Office Points-Based Immigration System:
Sponsoring employers must hold an active Home Office A-rated Sponsor License and assign a valid Certificate of Sponsorship (CoS). Role must meet the general minimum salary threshold (£38,700) or occupation going rate.
Continuous employment under Skilled Worker status establishes eligibility for Indefinite Leave to Remain (ILR) after 5 continuous years, leading to British Citizenship.
Candidate Preparation Blueprint: General
Based on transatlantic hiring benchmarks for Legal Intake Specialist roles across Terkiana, P.C.'s corporate sector, successful applicants typically excel across three core dimensions:
Demonstrated portfolio evidence, architecture/system design case studies, or validated professional certifications directly applicable to General.
STAR method competency responses highlighting cross-functional leadership, conflict resolution, and delivering measurable enterprise ROI under tight timelines.
Total compensation expectation aligned within the benchmarked £37,000 - £45,000 bracket, including retirement vesting and health parity.
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