Intake Specialist

Legal Intake Specialist – Join the Speedwell Law Team

$45,000/year

Location: REMOTE

When someone calls Speedwell Law, it’s rarely “just another call.” It might be a daughter who just lost her father. A couple finally getting around to estate planning. A family in the middle of a stressful legal situation. Or someone simply wanting peace of mind for their future.

You will be the person who answers those calls—not just with information, but with warmth, professionalism, and a steady hand. You’ll make the first impression that turns uncertainty into trust, and trust into lasting relationships.

About Us

Speedwell Law is a boutique estate planning, probate, and elder law firm serving clients in Maryland and Virginia. We guide people through some of life’s most emotional and pivotal moments, providing simple, effective legal solutions without the overwhelm. Our team is small, close-knit, and passionate about helping clients feel seen, heard, and cared for from their very first interaction with us.

Position Overview

The Legal Intake Specialist is responsible for handling inbound calls, qualifying and converting leads into clients, scheduling consultations, and ensuring all information is accurately captured in our systems. You will also support marketing efforts, client outreach, and data reporting. This role requires a balance of sales skills, empathy, and detail-oriented organization.

Key Responsibilities

Intake & Lead Conversion

• Answer inbound calls and respond to inquiries on a directed schedule.
• Qualify leads using established scripts and pricing guidelines to convert inquiries into scheduled consultations.
• Schedule and confirm appointments, send follow-up communications, and ensure all information is entered accurately into our CRM (Lawmatics).
• Return all missed calls before the close of business each day.
• Track lost and undecided prospects, and follow up regularly to encourage conversion.

Client Communication & Relationship Building

• Serve as an empathetic, professional, and responsive first point of contact for new and prospective clients.
• Communicate with warmth, patience, and understanding, tailoring your tone to clients experiencing grief, stress, or other emotional circumstances.
• Ensure all written and verbal communication is clear, accurate, and reflects our firm’s commitment to professionalism and compassion.

Marketing & Client Development

• Assist in creating marketing materials, including newsletters, referral requests, educational content, and seminar promotions.
• Collaborate with the marketing team to develop and monitor campaigns.
• Contribute ideas for blog posts, social media, and other content that supports client education and engagement.

Data Entry, Reporting & Compliance

• Maintain accurate, timely records of all pre-hire leads and client communications.
• Ensure reporting is up-to-date for all meetings where KPIs are reviewed.
• Adhere to all confidentiality and compliance requirements in handling client information.

Who You Are

• A strong communicator who can put people at ease from the very first conversation.
• Organized and detail-oriented, able to manage multiple priorities without losing track of follow-ups.
• Confident in phone-based sales, with the professionalism to handle sensitive legal topics
• Compassionate and patient, especially with clients going through difficult life events.
• Proficient with technology and able to quickly learn new systems (experience with CRMs like Lawmatics is a plus).

Our Core Values

At Speedwell Law, our values guide every interaction we have with clients and with each other:

Warmth and Accountability – We lead with friendliness and empathy, holding ourselves to the highest ethical standards.

Meet the Client Where They Are – We are non-judgmental and meet people with understanding, no matter their life circumstances.

Simple Solutions to Complex Problems – We strip away the unnecessary and focus on clarity, efficiency, and impact.

Uncommon Value – We continuously improve, aiming to exceed expectations without making unrealistic promises.

Work-Life Balance – We protect both our professional excellence and our personal well-being.

Boutique Feel, Seamless Experience – We tailor every client experience and make the process feel effortless.

Why You’ll Love Working Here

• Purpose-driven work helping people through life’s most important moments.
• A collaborative, supportive team that values your input and ideas.
• A culture that balances high performance with personal well-being.
• $45,000/year base salary.