Legal Intake Specialist

Santa Ana, California, United States Full-time

National law firm seeks a qualified Intake Specialist with a great work ethic to join its team in the firm's Santa Ana, CA office. We are a full-service law firm that handles a wide range of legal cases.



We are a rapidly growing law firm with 70+ employees and in our 10th year. The law firm's goal is to not only have you play an important role in its success, but to also provide you with opportunities to develop your professional skills and be a part of a team of employees who have fun while working to solve problems for our clients.


  • Provide above and beyond support to prospective RecordGone clients
  • Screen prospects and determine eligibility for all services in RecordGone
  • Accurately complete intake forms with contact information, lead source, and eligibility test completed
  • Follow-up with eligible prospective clients
  • Prepare client files in Filemaker software
  • Effectively communicate with department head and support staff
  • Participate in ongoing training and quality control
  • Track progress on goals both short term and long term



  • Ability to deliver above and beyond customer service
  • Ability to efficiently manage a high volume of calls
  • Ability to efficiently manage time
  • Ability to work well with others and maintain a positive attitude
  • Ability to adapt to changing laws and learn the laws of newly launched states
  • Ability to have a high volume of client sign ups and a high conversion rate
  • Ability to effectively screen clients for post-conviction relief services
  • Ability to accurately determine prospective client’s eligibility for post-conviction relief services
  • Ability to meet monthly intake goals as set by Law Firm Sales Manager


  • Bachelor’s Degree or equivalent work experience
  • Mastery of the English language verbal and written (bilingual a plus)
  • Ability to provide excellent customer service, both by phone and in person


  • Resourcefulness
  • Flexible with schedule
  • Positive and energetic attitude
  • Compassionate and able to deal with difficult clients
  • Willingness to solve problems
  • Capable of managing busy phone lines and multi-tasking
  • Provides suggestions/input on how to improve efficiency
  • Works as a team player, but can work independently and reliably



  • $16 per hour plus monthly bonuses ranging between $350- $3000 per month.
  • A good intake specialist can make between $40,000- $45,000 year.
  • A high performing intake specialist can make between $60,000- $75,000 per year.



  • Medical benefits
  • 401K after year one
  • Paid vacation days after year one



H&A is a dog friendly office. Those who are not comfortable around dogs or who have dog allergies should be advised that there are typically 3 or more dogs roaming the office.



We are an equal opportunity employer, meaning that we do not discriminate in favor of or against anyone based on age, race, religion, gender, ethnicity or any other legally protected class. Job description, duties and hours are subject to change. This is an at-will position.