Case Manager I Intake Specialist

💻 Remote I 💰 Pay: $8.00/hour I ⏰ Full-Time | Central Time (CT)

⚖️ Practice Area: Family Law / General Legal Support

About the Role

We are looking for an experienced and organized Legal Case Manager / Intake Specialist to support a U.S. law firm.

This is a hybrid role combining client intake, case management, discovery support, calendaring, and general legal administrative work. The ideal candidate is comfortable communicating with clients, managing deadlines, organizing case files, and helping the attorney keep cases moving.

Key Responsibilities

Client Intake & Communication

• Answer inbound calls and screen potential clients.
• Conduct initial client intake and collect case information.
• Schedule consultations and follow up with leads.
• Prepare and send engagement letters, retainer agreements, intake forms, and document requests.
• Provide clients with regular case updates.
• Respond professionally to client questions and concerns.

Case Management & Discovery Support

• Organize and maintain case files in Clio.
• Assist with discovery and gathering required case documents.
• Request and organize records and supporting documents.
• Follow up on missing or outstanding documents.
• Monitor case progress, deadlines, and required next steps.
• Make sure the attorney has the information and documents needed for each case.

Calendaring & Legal Administrative Support

• Manage the attorney's calendar and appointments.
• Schedule court dates, depositions, consultations, and client meetings.
• Track important deadlines and reminders.
• Draft and format routine legal documents and correspondence.
• Assist with court and agency filings.
• Communicate with courts, clients, opposing counsel, experts, and other parties.
• Handle email, mail, and other day-to-day administrative tasks.

Tools

• Clio
• RingCentral
• Microsoft Office / Google Workspace
• Email, calendar, and document management systems

Qualifications

• Previous experience as a Legal Case Manager, Paralegal, Legal Assistant, or Intake Specialist for a U.S. law firm.
• Experience with client intake and case management.
• Experience assisting with discovery and legal documents.
• Strong experience with legal calendaring and deadline tracking.
• Comfortable communicating directly with clients.
• Strong organization and follow-up skills.
• Good written and spoken English.
• Able to work independently and keep the attorney updated on important matters.

Preferred Experience

• Family Law
• Discovery
• Clio
• Court filing/e-filing
• Client intake and lead follow-up
• Legal calendaring
• Drafting legal documents
• Managing cases from intake through resolution

Ideal Candidate

We are looking for someone who is organized, proactive, patient, and dependable. You should be able to manage different responsibilities, stay on top of deadlines, follow up without being reminded, and help create an organized workflow for the attorney.