Legal Intake Specialist

Company: Trestle Law, APC
Location: San Diego
Posted on: February 19, 2026

Job Description:

Job Description Job Description Looking to join a close-knit, compassionate team of dedicated legal professionals? Our growing law firm is seeking an intake specialist to enhance client relations and manage our increasing caseload. This role is perfect for someone who is great on the phone, is a naturally compassionate and empathetic listener, and is passionate about customer service. You’ll play a key part in helping our thriving firm succeed while making a real difference in client's lives every day. If this sounds like a job you’d love, apply now! Candidates interested in sales and management are preferred. Compensation: $20 - $25 hourly Responsibilities: Screen incoming potential client phone calls to make sure the case falls within the scope of the firm, while helping the caller feel heard and understood Set appointments for potential clients that meet our criteria to keep our lawyers’ schedules organized and grow our caseload Collect paperwork and enter data into our case management system to ensure a smooth onboarding for new clients and tidy management of case files Coordinate awareness initiatives and foster relationships with other attorneys alongside the marketing team in order to help grow our prospective client base What You’ll Do: Client Engagement : Survey prospective clients, empathize with their situations, and ensure they feel heard and valued New Client Onboarding : Manage the onboarding process, including data entry and setting up client files Appointment Management : Book and confirm consultations using Calendly, and help maintain our lawyers’ schedules Follow-Up : Diligently follow up with prospective clients, generate fee agreements, and ensure smooth client engagements Office Efficiency : Handle tasks such as email correspondence, document management, and data organization Collaboration with Marketing : Work with our marketing team to optimize client intake processes and foster prospective client streams Qualifications: Proficiency with Microsoft Office products, especially Microsoft Excel Previous experience with CRM and case management software desired Excellent and empathetic verbal and written communication skills required High school diploma or GED is a requirement; Bachelor’s degree is a plus Previous legal experience highly valued Previous customer service or sales experience preferred Strong computer and data entry skills Why Join Us? Career Development : We offer training and resources to help you grow into a non-attorney sales role Dynamic Team : Be part of a tight-knit, supportive, and passionate legal team Innovative Work Environment : Contribute to a boutique, woman-of-color-owned intellectual property law firm Flexibility : Enjoy the flexibility to work from home while helping professionals leverage their intangible assets to build financial legacies What We’re Looking For: Communication Skills : Outstanding communication abilities and a sense of empathy Customer Service Experience : Previous experience in customer service or sales is preferred Tech Savvy : Proficiency with Microsoft Office, especially Excel, and strong computer and data entry skills Educational Background : A high school diploma or equivalent is required; a Bachelor’s degree is desired Phone Enthusiast : Must enjoy talking on the phone and making calls About Company We are an enterprising intellectual property and business firm known for helping clients leverage their IP to create financial legacies. We are on track for aggressive growth and are committed to empowering clients to take control of their destinies.

Keywords: Trestle Law, APC, Poway , Legal Intake Specialist, Customer Service & Call Center , San Diego, California