Legal Intake Specialist

Amber Boyd Law – Indianapolis, IN

Schedule: 8:00am – 5:00pm (Eastern Time) | Monday to Friday

Compensation: $8/hr + Performance-Based Bonuses

Remote

About Amber Boyd Law:

Amber Boyd Law is an Indianapolis-based law firm founded in 2013, dedicated to providing exceptional legal representation in workplace discrimination, retaliation, severance agreements, sexual harassment, wage and hour issues, and probate.

Our mission is to deliver effective, efficient, and strategic legal services tailored to the unique needs of each client. Many individuals who contact our firm are navigating stressful and sensitive workplace situations. The first conversation matters.

Role Overview

The Remote Legal Intake Specialist serves as the first point of contact for prospective new clients. This role is responsible for answering inbound calls, responding to inquiries, gathering essential information, and guiding qualified individuals to the next step in the firm’s process.

This is not a receptionist role.

This is a client-facing, conversation-driven position that directly impacts client experience and case qualification. The Intake Specialist must communicate with empathy, professionalism, and clarity, especially when speaking with individuals who may feel overwhelmed or distressed due to workplace issues.

Intake Specialists do not provide legal advice. Instead, they follow a structured intake process to collect accurate information, qualify potential cases, and schedule consultations when appropriate.

Responsibilities

• Answer inbound calls promptly and professionally
• Respond to missed calls and online inquiries
• Build rapport and establish trust with callers
• Gather and verify detailed information about employment or probate matters
• Identify qualifying criteria based on firm guidelines
• Schedule consultations and clearly communicate next steps
• Conduct follow-ups and manage no-shows
• Maintain organized and accurate CRM documentation
• Adhere to firm systems, scripts, and training protocols

Requirements

• Strong verbal communication skills
• High emotional intelligence and active listening ability
• Comfortable handling sensitive and confidential workplace issues
• Ability to guide conversations without sounding scripted
• Close attention to detail and accuracy
• Ability to remain calm and professional with emotional callers
• Minimum 2 years of phone-based intake, customer service, or client-facing experience
• Law firm experience preferred but not required
• Experience in employment law intake is a strong plus
• Sales or consultation-setting experience is a bonus

Technical Requirements

• Comfortable using CRM systems
• Ability to type and take notes simultaneously during calls
• Reliable high-speed internet connection
• Quiet, professional home office environment

What Success Looks Like

• Professional, compassionate intake conversations
• Accurate and complete client information in the CRM
• Proper qualification of employment and probate matters
• Reduced no-shows through clear expectation setting
• Positive feedback from attorneys and prospective clients

Ideal Candidate Profile

This role is ideal for someone who understands that intake is a critical part of a law firm’s success.

You are empathetic but structured. Professional but personable. You can manage emotional conversations while maintaining clarity and control. You understand that accuracy, discretion, and communication are essential when handling sensitive workplace matters.

Responsibilities

• Answer inbound calls promptly and professionally
• Respond to missed calls and online inquiries
• Build rapport and establish trust with callers
• Gather and verify detailed information about employment or probate matters
• Identify qualifying criteria based on firm guidelines
• Schedule consultations and clearly communicate next steps
• Conduct follow-ups and manage no-shows
• Maintain organized and accurate CRM documentation
• Adhere to firm systems, scripts, and training protocols

Requirements

• Strong verbal communication skills
• High emotional intelligence and active listening ability
• Comfortable handling sensitive and confidential workplace issues
• Ability to guide conversations without sounding scripted
• Close attention to detail and accuracy
• Ability to remain calm and professional with emotional callers
• Minimum 2 years of phone-based intake, customer service, or client-facing experience
• Law firm experience preferred but not required
• Experience in employment law intake is a strong plus
• Sales or consultation-setting experience is a bonus

Amber K. Boyd Attorney at Law is a boutique law firm that represents clients in employment and probate matters. Our team is dedicated to providing high-quality legal services and achieving the best outcomes for clients. We foster a collaborative work environment where every team member's skills and expertise are valued and nurtured.