Job Listings
Part-Time Legal Intake Specialist
Citizen Soldier Law – Remote / Flexible Location
About Us
At Citizen Soldier Law, we serve those who serve. Our mission is to be a trusted legal resource for service members, veterans, and their families. We protect the rights of those who defend America—especially injured service members—and we work to ensure accountability and fairness throughout the military administrative process.
Our practice areas include, but are not limited to: the DoD Integrated Disability Evaluation System (IDES, including MEB/PEB matters), Boards for Correction of Military Records for all branches, administrative separations, security clearance suspensions, disciplinary actions, and other related military administrative cases. https://www.citizensoldierlaw.com/areas-of-practice/
We are not primarily a VA appellate law firm—others have that focus well-covered. Instead, we meet veterans where they are, guiding them with clarity, compassion, and professionalism.
Position Overview
We’re looking for a Part-Time Legal Intake Specialist who will assist our Legal Intake Coordinator. Assisting in prospective clients, primarily veterans and their families. This role is critical in ensuring smooth intake, onboarding, and ongoing client support.
Key Responsibilities
Prospective Client Intake & Onboarding, Administrative Processing Duties:
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Answer and manage incoming calls with professionalism and care, demonstrating sensitivity and respect when working with veterans and active military members across all branches of service.
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Send intake forms, conduct follow-up calls, and relay information regarding retainer offers, consultations, and referrals in a timely manner.
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Review initial inquiries, assess basic eligibility, and enter prospective clients into Clio Grow accurately and promptly.
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Maintain up-to-date records in Clio Grow, including notes, documents, and status updates throughout the intake process.
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Convert prospective clients to Clio Manage upon retention; draft and send retainer agreements and track executed agreements and initial payments.
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Maintain and update case review spreadsheets, referral tracking, and client review logs.
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Process incoming and outgoing mail, including scanning and organizing large volumes of documents for digital filing.
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Maintain strict confidentiality of all client information, case details, and firm communications in accordance with legal and ethical standards.
What We’re Looking For:
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Strong organizational skills with ability to manage multiple priorities in a fast-paced environment.
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Excellent written, verbal communication skills, professional and approachable phone presence.
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Familiarity with Clio Grow/Manage, or other legal CRM/case management platforms, is preferred.
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Familiarity with military language, structure, processes, and basic acronyms.
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Experience in legal work, client relations, or administrative support is a plus.
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Collaborative team player, and supports a positive, productive work environment.
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Veterans, military spouses, and individuals who are passionate about serving those who have served are strongly encouraged to apply.
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Experience with Outlook, Google Drive, ZOOM, Clio Grow/Manage or other legal CRM
Benefits:
- Approximately 10 hours per week
- Competitive hourly rate: $20–$25/hour (commensurate with experience)
- Paid bi-weekly through ConnectPay
- Paid time off and holidays
- Professional development opportunities
Position Details:
- Type: W2, Part-Time | Remote
- Location: Must be based within the US, except California, Washington, Hawaii and Alaska
- Reporting To: Intake Coordinator, Office Manager
- Availability Required: Monday–Friday, 9:00 AM – 3:30 PM EST, schedule would be flexible based on the needs of the firm
How to Apply:
Submit your resume and a thoughtful cover letter detailing your qualifications and why you’re interested in serving our mission. No phone calls.
Send applications to: Bren Cox, Legal Intake Coordinator – bren@citizensoldierlaw.com
Citizen Soldier Law is an equal opportunity employer. We encourage applications from individuals of all backgrounds, including veterans and military spouses.
