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Legal Intake Specialist

Chisholm Chisholm & Kilpatrick (CCK) is a private, public-interest law firm offering rewarding work with a focus on disabled military veterans and their families, as well as a wide range of other individuals who have been denied life, health, and disability benefits. As a team, we are committed to equality and inclusion in the workplace and seek to hire well-qualified and highly motivated individuals who best represent the diversity of our clients. CCK is seeking Legal Intake Specialists to join our growing team.

Your mission would be to establish the firm’s relationship with qualified potential clients by conducting interviews via telephone. The Legal Intake Specialist is the initial point of contact for all potential new clients seeking assistance with Veterans’ Benefits and ERISA & Insurance matters. You would need to learn about our law practice areas and become conversant with the legal issues facing our clients. CCK provides this training. This important role involves high volume internal and outbound phone work and completion of administrative duties related to client intake and retention.

Duties Include:

  • Serve as point of contact for potential clients throughout the intake process;
  • Manage large amounts of inbound and outbound calls in a timely manner;
  • Clear, concise, and accurate written and verbal communication;
  • Following communication “scripts” when handling different topics;
  • Learn about CCK’s practice areas and become conversant with the legal issues facing our clients;
  • Demonstrate empathy to potential clients and put them at ease during their difficult time;
  • Provide detailed written summaries about potential clients’ needs to attorneys;
  • Request and review all necessary documents from potential clients.


  • High School Degree required; Bachelor’s degree preferred;
  • Minimum one year of customer service experience with a high call volume;
  • Minimum one year of high-volume phone/customer service experience;
  • Ability to make or receive calls for a minimum of 6-8 hours per day;
  • Excellent verbal communication skills and professional telephone etiquette;
  • Capability to make sound judgments and decisions;
  • Proficient in Microsoft Office Suite;
  • Strong multitasking skills;
  • Ability to work in a fast-paced, constantly changing, and challenging call center environment;
  • Multiple language skills a plus.

Additional Details:

  • This role can be remote in the following states: CO, CT, FL, GA, MA, NJ, RI, SC, TX, & UT
  • This is a full-time position. Hours are Monday – Friday 12:00 pm – 8:30 pm EST (11:00 am – 7:30 pm CST)
  • Remote work requires the employee to provide a quiet space to work at home with access to reliable internet and router.

Compensation & Benefits:

  • Budgeted starting annual salary is $41,600
  • CCK offers options for medical, dental, and vision insurance (including options for employer-paid medical insurance for the employee!) and other wellness benefits.
  • Gym membership reimbursement
  • 15 days of PTO (increasing over time) and 12 paid company holidays in 2024
  • 35 Work-from-home days per year that can be used for any reason.
  • 401k matching
  • Paid Parental Leave

For your application to be considered, please submit the following:

  • Resume
  • Cover Letter
  • Upon applying, you will be directed to our portal to submit your application materials.

Apply Now