Client Intake Specialist

Anderson & Harrison, PLLC is a boutique law firm based in Nashville, TN, specializing in construction, real estate, and corporate law matters. The firm's tailored, client-focused approach allows it to provide effective solutions that address the unique needs of individuals and businesses. With a strong reputation for professionalism and excellence, Anderson & Harrison continues to serve clients with dedication and expertise in its practice areas.

Local community engagement and a commitment to client success are central to the firm's values.

This is a full-time hybrid role for a Client Intake Specialist based in Nashville, TN. The Client Intake Specialist will be responsible for managing client onboarding processes, including gathering client information, coordinating initial consultations, and maintaining accurate records. This role requires a mix of in-office work and remote work flexibility. Responsibilities also include responding to client inquiries professionally, assessing potential cases, and ensuring a seamless intake process to support the legal team.

This is not merely a receptionist role. This is a revenue-generating, client-conversion position.

• Answer and manage incoming phone calls, emails, and website inquiries
• Conduct structured intake interviews using firm-approved scripts
• Gather and document relevant case information accurately
• Identify qualified matters based on firm criteria
• Schedule consultations for attorneys
• Send follow-up communications and engagement documentation

• Follow up with warm leads who have not yet retained
• Maintain clean and accurate CRM/case management data
• Flag urgent or high-value matters for immediate review

• Prepare consultation summaries for attorneys
• Assist with client onboarding documentation
• Maintain organized intake tracking reports
• Support light office administrative tasks as needed
• Run errands around Middle TN as needed
• Assist with attorney scheduling and travel plans

• 2+ years experience in client intake, sales, legal support, or client service environment
• Prior law firm experience preferred
• Strong phone presence and written communication skills
• Comfortable discussing fees and engagement processes
• Highly organized with attention to detail
• Proficient in CRM or case management software
• Professional, composed, and emotionally intelligent
• Reliable transportation with Driver's License and car insurance

This position is eligible for performance-based bonuses and full benefits.