Hire a Filipino legal intake specialist for law firms

Law firms lose consults when the first call goes to voicemail or a web form sits until the next morning. A legal intake specialist is the person who answers, asks the questions on your script, and puts a complete matter note in the system before a lawyer spends time on it. They are not a lawyer, and they do not give legal advice. They run the front door.

WorkBase PH is used by employers in the United States, Canada, the United Kingdom and Australia. Done-For-You Hiring lists legal intake alongside admin, customer support, bookkeeping, appointment setting and executive assistant work. This page is the role guide: what the job covers, the tools firms usually name, how to write the post, what to ask in an interview, and what we can and cannot say about pay.

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See how Done-For-You Hiring works or get a quote with Legal Intake already selected. Prefer to screen candidates yourself? Post the job for a flat $29. If you later switch to Done-For-You Hiring, that $29 is credited toward the fee.

What a legal intake specialist does

The job is the path from “someone contacted the firm” to “a lawyer has a clean file and a time on the calendar.” Firms in personal injury, family, immigration, employment, estate planning and criminal defense all run a version of this, with different scripts. The specialist follows the script you provide.

On a new inquiry they confirm who is calling, how they heard about the firm, and the basic facts your attorneys marked as required: dates, location, opposing party, and whether there is a deadline. They read back the summary so the note matches what the caller said. They do not tell the caller whether they have a case.

They book the consultation on the attorney’s calendar, send the confirmation, and set the reminder. If the caller is not a fit for the practice, they use your decline language and, if you have one, your referral list. They log every contact, including people who do not book, so the firm can see where inquiries drop off.

After the consult is booked they chase missing documents you asked for: an ID, a police report, a prior decree, a pay stub. They update the matter status in the practice system. They do not draft legal advice, negotiate with insurers, or appear for the firm.

Sample tasks in a week

• Answer new-client calls and web-form leads during the hours you set
• Complete the intake questionnaire and attach it to the matter
• Run the conflict questions on your checklist and flag a possible conflict for a lawyer
• Book, reschedule and confirm consultations
• Send the engagement packet you approved, and note when it comes back signed
• Follow up once with leads who did not book, using your script
• Update the pipeline so the attorney sees which consults are today
• Escalate anything urgent — a court date, a safety issue, a media call — the same day

Tools firms usually name

Name the software in the job post. Intake specialists learn a firm’s stack; they are not interchangeable across every product on day one. These are the systems firms commonly ask about. WorkBase PH does not publish a count of specialists certified in each one.

• Clio — matters, contacts, calendar and documents in one practice system. Intake work is creating the contact, opening the matter, and filing the note.
• MyCase — similar practice management, often with client portal tasks. The specialist updates the case stage and sends the portal invite you already use.
• Lawmatics — built around intake and CRM. The work is moving a lead through your stages, not designing the automation.
• Smokeball — practice management with matter templates. The specialist fills the fields your template asks for.
• Calendly, Outlook or Google Calendar — booking the consult without double-booking the lawyer.
• Call recording and a softphone — so you can review tone and accuracy. Say which dialer you use.
• A secure store for IDs and records — the specialist should not keep client documents in a personal email account.

If your firm uses a different system, put it in the post. Familiarity with one practice platform usually transfers; do not assume a Clio user has opened Smokeball.

What we can say about cost

The 2026 salary guide does not publish a legal-intake row. Its full-time monthly bands for neighboring roles, which are not legal-intake rates, are customer support at $400–$600 entry, $600–$900 mid-level and $900–$1,300 senior, and executive assistant at $500–$800, $700–$1,100 and $1,000–$1,600. Use those only as context from the same guide, then set the rate for the hours, the practice area and the tools you need.

The same guide’s November 2026 signup data covers 753 specialists. It does not show a legal-intake skill group. Groups with fewer than 20 specialists are omitted. Customer support (324 specialists) and executive assistant (193) are published: 17% and 17% of those groups asked for more than $12 an hour. Those percentages are not a legal-intake rate.

You pay your specialist directly on a $29 post and on Direct Hire. WorkBase PH does not take a percentage of their wages. Managed Hire, if you want payroll and attendance handled, is quoted per role. There is no published Managed Hire example for legal intake.

Sample job description

Copy this and replace the bracketed lines. It is a starting post, not a claim about any particular candidate.

Add the monthly or hourly pay you are offering. The salary guide’s note on currency applies: its tables are USD per month for full-time work unless a page says otherwise, and part-time is often about 50–60% of the full-time rate, not a straight half, because part-time hours can cost more per hour. That note is general. It is not a legal-intake quote.

Interview questions

Ask these on a video call after you have listened to a voice or video intro. Score the answers against your script, not against a generic “customer service” impression.

1. Walk me through the last intake you handled. What did you type into the system before the lawyer saw it?
2. A caller asks, “Do I have a case?” What do you say if your script forbids legal advice?
3. Two people call about the same accident and one might be adverse to the other. What do you do with the second call?
4. Which of Clio, MyCase, Lawmatics or Smokeball have you used, and what did you click day to day?
5. The attorney’s calendar shows a hold, not an open slot. How do you book without double-booking?
6. A lead does not answer the confirmation text. How many times do you follow up, and then what?
7. Where do you store an ID photo the caller sends? What do you never keep in personal email?
8. What hours can you work in our time zone, and what happens on a court deadline that lands after your shift?

A short paid test is fair: give a redacted call recording or a written scenario and ask for the note they would file. Do not use a real client’s information.

How Done-For-You Hiring screens this role

Direct Hire for legal intake uses the same search as other roles: source, interview, references, and a check of the home setup. The questions are the ones a firm needs on the first call.

• They follow a script and do not give legal advice, including when a caller asks whether they have a case.
• They can run the conflict questions you provide and stop for a lawyer when a second caller may be adverse.
• They name which of Clio, MyCase, Lawmatics, or Smokeball they have used, and what they entered day to day.
• A video or audio intro is reviewed for phone clarity, then a redacted scenario becomes a sample intake note.
• Client documents stay in the firm’s system. Personal email is not a file cabinet.

The 2026 salary guide does not publish a legal-intake pay band. Neighboring full-time ranges in that guide are customer support at $400–$1,300 a month and executive assistant at $500–$1,600 a month, by level. Those are different roles. Agree the wage for the hours and tools you need. Firms hiring this way are also on the law firms page.

How hiring works on WorkBase PH

On the $29 plan you write the post, it stays live for 30 days from the day it goes live, and you screen the applicants. AI matching notifies specialists whose listed skills fit. The post also appears on Open Roles, where any specialist can apply, so matching does not filter the list for you. Profiles can include a video or audio intro, an internet speed test and a work-style assessment. You message people directly. Specialists apply free and keep 100% of what you pay them.

Done-For-You Hiring is the other path. You tell us the role in a short intake. The quote arrives within 1 business day. A deposit, taken from the one-time fee, starts the search. For straightforward roles the team aims for 2–3 screened candidates within 3 business days of the deposit. You choose. Direct Hire includes support and a free replacement in the first 30 days.

Businesses hiring long-term verify with an official document and can show a Verified Business badge. That matters for intake work, because the specialist will hear confidential facts on day one.

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