Hire a Legal Intake Specialist.
Enquiries answered, qualified, conflict checked and signed.
Also called: Legal Intake Coordinator, Intake Paralegal
From £3.50 an hour£3.50-17/hr
- Legal
- Works your hours
- Nigeria hub, on London time or an hour ahead
- Month to month
- Answers inbound calls, web forms, live chat and paid-ad leadsLead response
- Runs your firm's intake questionnaireQualification
- Searches the practice management systemConflict checks
- Sends engagement letters, retainer agreements and costs disclosuresRetainer and engagementDoing
- HubSpot
- Salesforce
- Aircall
- DocuSign
- Adobe Acrobat Sign
- Calendly
Pick the level. See the price.
£3.50an hour
Level 1 of 4, also called junior.Answers and logs leads using the script and runs basic conflict searches.
- Logged leads with complete intake forms
- Booked consultations
- Retainers sent by e-signature
£7an hour
Level 2 of 4, also called mid-level.Runs the intake pipeline for a practice area end to end.
- Signed retainers
- Weekly pipeline report
- Clean, current CRM pipeline
£10.50an hour
Level 3 of 4, also called senior.Owns intake outcomes and quality and works with attorneys to refine qualification criteria.
- Qualification criteria updates
- Lead source quality analysis
- Call QA scorecards
£17an hour
Level 4 of 4, also called lead or specialist.Designs the intake system: scripts, routing, automations, after-hours coverage, KPI dashboards.
- Intake playbook
- CRM automations and routing rules
- Staffing and coverage model
Per hour, all-in: recruiting, testing and management. Prices exclude VAT.
What you hand to your Legal Intake Specialist
Tasks
Lead response
- Answers inbound calls, web forms, live chat and paid-ad leads
- Runs multi-touch follow-up
Qualification
- Runs your firm's intake questionnaire
- Scores each lead against the practice area's case criteria
- Sends the lawyer-approved decline letter and referral options
Conflict checks
- Searches the practice management system
- Records conflict results and escalates any possible conflict
Retainer and engagement
- Sends engagement letters, retainer agreements and costs disclosures
- Chases unsigned retainers
- Collects ID and initial documents once the retainer is signed
Handoff
- Creates the new matter, books the lawyer consultation
Data and reporting
- Logs every lead in the intake CRM with its source
- Reports weekly on lead volume, speed-to-lead and conversion by source
Week one
- Sets up a phone seat with firm caller ID, call recording and business-hours routing
- Grant intake CRM access and confirm intake forms, dispositions and pipeline stages
- Grant read access to the practice management system for conflict searches
- Loads retainer, engagement letter and costs disclosure templates
Tools
Work tools
- Lead Docket
- Lawmatics
- Clio Grow
- Law Ruler
- Filevine Intake
- Litify
- CASEpeer
- Clio Manage
HubSpot
Salesforce
- CallRail
- RingCentral
Aircall
- Dialpad
DocuSign
Adobe Acrobat Sign
Calendly
Google Ads lead forms
Tested live in the tools on your job description.
Works inside your Microsoft 365 or Google Workspace, under your admin settings.
- Microsoft 365Copilot
- Google WorkspaceGemini
AI
AI can speed up drafting, summaries and first-pass research. Your Legal Intake Specialist checks every citation at the source, and the lawyer signs off.
First drafts from your precedents
Routine letters and documents drafted from the firm's own precedents, checked line by line.
Chronologies and summaries
Long documents summarised into chronologies and issue lists, with page references checked.
First-pass research
A starting list of authorities, every one opened and checked. Courts have dealt with AI-invented citations, so nothing unverified goes in.
Proofreading and consistency
Defined terms, cross-references and numbering checked with AI help, then by eye.
Our rule: business-grade AI only, never free or personal accounts.
Prefer no AI on a task? Tell your Legal Intake Specialist and they won't use it.See AI & automation roles
Tested before you meet them
- Voice and spoken English screenAll levels15 min
- Intake call role-playAll levels25 min
- CRM and conflict-check tool testAll levels30 min
- Call-to-record accuracy testAll levels15 min
- Written follow-up testAll levels20 min
- Lead quality analysisExpert and Specialist45 min
Sample shown
84%
- Skills tested: A skills test for the role, marked by a senior
- English and comms: written English tested, spoken English checked on a call
- ID, work history and references: photo ID, past roles and two referees
From booked call to day one
Step 1: Book a demo
Tell us the role, your hours and your tools.
Step 2: Meet your shortlist
Their level and hourly price, tested before you meet.
Step 3: Pick your person
Month to month. We handle the contract, the equipment and the onboarding, and make sure it all runs.
Step 4: They start work
In your tools, within 12 to 48 hours of a successful interview.
Questions answered
An Intern Legal Intake Specialist is £3.50 an hour, Intermediate £7, Expert £10.50 and Specialist £17, full time (38 hours a week). That is all-in: recruiting, testing and management, month to month. Prices exclude VAT.
Lead response, qualification, conflict checks and retainer and engagement, run to your priorities. You choose what they own first.
Six practical tests, marked by a senior, including voice and spoken English screen, intake call role-play and CRM and conflict-check tool test. You see the score before you meet.
Tell us and we replace them free, with a new shortlist of tested people to meet. Seats are month to month with 30 days' notice.
Meet the people who fit your work.
A 15‑minute call on Teams. You leave knowing the level you need and its hourly price.