Frequently Asked Questions

Your quick guide to working with Legal Intaker

What is a Remote Legal Intaker, and how do they help law firms?
A remote legal intaker is a trained legal professional who works remotely to handle initial client consultations, lead qualification, case intake processes, and client screening. They reduce overhead, improve lead conversion rates, and free attorneys to focus on high-value legal work.
Why should law firms hire remote legal intakers?
They allow firms to scale their intake operations without the cost of in-office staff. The remote legal intaker handles lead qualification, initial consultations, case screening, client onboarding, and follow-ups so attorneys can focus on legal strategy and case development. This improves efficiency, client acquisition, and profitability.
What tasks can I delegate to a remote legal intaker?
- Initial client consultations and lead qualification
- Case intake and client screening processes
- Drafting intake forms and client agreements
- Managing intake pipelines and conversion tracking
- Following up with potential clients and prospects
- Scheduling consultations and client meetings
- Data entry and client database management
Are remote legal intakers pre-vetted and trained?
Yes. Each remote legal intaker is screened and trained to meet law firm standards. Many have prior experience in legal intake, client services, or paralegal work, with specific training in consultation techniques and lead conversion.
Do I need to sponsor candidates from outside the U.S.?
No. Remote legal intakers work remotely and do not require U.S. sponsorship. Many are based in regions like Latin America and the Philippines, saving firms up to 60% compared to local hires.

How is performance tracked?
Performance is monitored through intake metrics, conversion rates, call recordings, regular check-ins, and shared CRM platforms. This ensures accountability, quality control, and transparency in lead management.
Can a remote legal intaker handle confidential information securely?
Yes. They follow strict confidentiality protocols and comply with data security standards. Secure channels, encrypted communications, and protected file-sharing systems are always used for client information.
How much does it cost to hire a remote legal intaker?
Costs depend on your firm's needs, but most law firms save 50–70% compared to in-house hires. Remote staffing cuts expenses like office space, equipment, and benefits while improving intake efficiency.
Are remote legal intakers only for virtual law firms?
No. They support remote, hybrid, and traditional firms of all sizes looking to improve their client acquisition and intake processes.
How do I hire a remote legal intaker?
Schedule a consultation, get matched with a pre-vetted Legal Intaker, and start onboarding immediately.
What services does Legal Intaker provide beyond staffing?
We also provide onboarding support, intake workflow optimization, CRM integration guidance, and conversion best practices to ensure a smooth transition and long-term success.

What is the Legal Intaker Platform for law firms?
The Legal Intaker Platform is an all-in-one cloud solution designed specifically for law firms to seamlessly manage their remote intake teams. From tracking intake calls and capturing live screenshots to generating invoices, reviewing conversion reports, and resolving issues through built-in support ticketing, everything is streamlined within one secure, centralized portal. It empowers firms to stay efficient, transparent, and fully in control of their virtual intake operations.
What are live screenshots and how do they work?
Live screenshots are a monitoring feature that captures real-time images of your remote intake team's computer activity during work hours. These snapshots give law firm managers greater transparency into daily operations, helping confirm that client consultations and intake tasks are being handled efficiently and keeping staff focused on their responsibilities.
How does Legal Intaker track remote intake specialist performance?
Legal Intaker provides real-time visibility into your remote intake team's work. The platform records hours worked, monitors consultation completion, tracks lead conversion rates, and measures overall engagement to give managers a clear picture of performance. With detailed daily and weekly reports, law firms can ensure accountability, measure intake success, and make informed decisions to optimize their client acquisition process.

How do payments work?
Payments are handled directly through the Legal Intaker platform for simplicity and transparency. Firms receive a clear monthly invoice, and with built-in features, you can also issue bonuses or salary adjustments in just one click—no extra paperwork or delays.
What are my payment options?
Legal Intaker offers flexible and convenient payment methods to fit your firm's needs. You'll receive a simple monthly invoice and can pay securely through the platform. Plus, with built-in tools, you can easily issue bonuses or salary increases in just one click.
Can I give bonuses or salary increases using Legal Intaker?
Absolutely. Legal Intaker allows you to reward your staff directly through the platform with just one click. Whether it's a bonus or a salary increase, the process is fast, secure, and hassle-free—helping you recognize great work without added administrative steps.

How is pricing structured?
Legal Intaker uses a straightforward pricing model with flat monthly rates tailored to the specific intake role you need. There are no hidden charges or surprise costs—just clear, predictable pricing that makes it easy for your firm to budget and scale with confidence.
Do I have to sign a long-term contract?
No, Legal Intaker doesn't lock you into long-term commitments. We provide flexible month-to-month agreements, giving your firm the freedom to scale your remote intake team up or down as your caseload and needs evolve.
Can I cancel my plan or subscription?
Yes. Legal Intaker gives you the flexibility to cancel at any time. With simple month-to-month agreements, you're never locked into a long-term contract—allowing your firm to scale up, scale down, or pause services as your needs change.
How much does it cost to hire a Virtual Intake Specialist?
Pricing depends on the role, level of experience, and scope of intake work you require. Compared to hiring in-house intake staff, virtual staffing with Legal Intaker is a more cost-effective solution. We offer competitive rates and customized quotes designed around your firm's specific needs—reach out to us for a personalized estimate.

How long does it take to onboard a Virtual Intake Professional?
Onboarding is designed to be fast and seamless. After you choose a candidate, your Virtual Intake Professional can typically begin within just a few days. We handle the training and intake workflow integration to ensure a smooth transition with minimal disruption to your firm.
Do you offer full-time part-time Virtual Intake Professionals?
Legal Intaker provides only full-time Virtual Intake Professionals, dedicated to working 40 hours per week with your firm. This full-time model ensures consistency, reliability, and efficiency, giving your intake operations the dependable support needed to maximize client acquisition.
What is a Virtual Intake Specialist, and how can they help my law firm?
A Virtual Intake Specialist is a remote legal professional who supports your firm with client acquisition tasks—from initial consultations and lead qualification to intake processing and client onboarding. By outsourcing these responsibilities, your firm can reduce overhead costs, boost conversion rates, and free up attorneys to focus on legal work and case development.
What if the Virtual Intake Specialist isn't the right fit?
If your assigned Virtual Intake Specialist isn't the best match for your firm's needs, we'll step in right away to provide a replacement. There's no extra cost—just a smooth transition to ensure you always have the right intake support on your team.

What is a Remote Legal Intaker, and how do they help law firms?

Why should law firms hire remote legal intakers?

What tasks can I delegate to a remote legal intaker?

Are remote legal intakers pre-vetted and trained?

Do I need to sponsor candidates from outside the U.S.?

How is performance tracked?

Can a remote legal intaker handle confidential information securely?

How much does it cost to hire a remote legal intaker?

Are remote legal intakers only for virtual law firms?

How do I hire a remote legal intaker?

What services does Legal Intaker provide beyond staffing?

What is the Legal Intaker Platform for law firms?

What are live screenshots and how do they work?

How does Legal Intaker track remote intake specialist performance?

How do payments work?

What are my payment options?

Can I give bonuses or salary increases using Legal Intaker?

How is pricing structured?

Do I have to sign a long-term contract?

Can I cancel my plan or subscription?

How much does it cost to hire a Virtual Intake Specialist?

How long does it take to onboard a Virtual Intake Professional?

Do you offer full-time part-time Virtual Intake Professionals?

What is a Virtual Intake Specialist, and how can they help my law firm?

What if the Virtual Intake Specialist isn't the right fit?