Legal Intake Assistant

LaSalle Network
Lake Mary, FL

Legal Intake Assistant

Location: Onsite – Lake Mary, FL
Schedule: Full-Time, Monday–Friday, 9:00 AM – 5:30 PM ET
Compensation: $19–$20/hour (based on experience) + eligibility to earn a discretionary bonus
Direct Hire Benefits: 11 paid holidays and 3 weeks of accrued PTO (usable after the initial training/probationary period).Medical Insurance, Dental Insurance, Vision Insurance

Position Overview
The Legal Intake Assistant serves as the first point of contact for prospective clients, providing a professional and compassionate experience while gathering key information and evaluating potential cases. This role focuses on client intake, case qualification, and coordination , ensuring each inquiry is handled with accuracy, urgency, and care.

Key Responsibilities
  • Serve as the initial point of contact for inbound client inquiries (phone, email, chat, text)

  • Conduct detailed intake conversations to gather and document case information

  • Evaluate potential cases using established qualification guidelines

  • Clearly explain next steps and guide prospective clients through the intake process

  • Maintain consistent follow-up with prospective clients to ensure timely engagement

  • Coordinate consultations and appointments with attorneys as appropriate

  • Accurately document all interactions and case details within the CRM system

  • Manage a high volume of inquiries while maintaining quality and attention to detail

  • Provide a positive, empathetic client experience that builds trust and confidence

  • Support overall intake performance goals and team objectives


Required Skills & Competencies

  • Strong communication skills with the ability to build rapport and trust quickly

  • Professional, empathetic, and client-focused approach

  • Ability to manage multiple priorities in a fast-paced environment

  • Detail-oriented with strong documentation and organizational skills

  • Comfortable working within structured processes and performance expectations

  • Strong follow-up and time management skills

  • Sound judgment, discretion, and professionalism when handling sensitive information


Education & Experience

  • 1–3 years of experience in customer service, call center, intake, or client-facing roles

  • Experience in a high-volume environment preferred

  • Law firm intake or legal environment experience is a plus

  • Bachelor’s degree preferred


Language

  • English (Required)

  • Spanish (Preferred)


#LNCS

Posted 2026-05-07

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