Intake Specialist

Job Overview

Modern Family Law, a rapidly expanding family law firm, seeks a remote Intake Specialist to join our sales team in Colorado, Texas, or Georgia. The role requires working an MT timezone shift. This position offers a dynamic, rewarding career in client services with remote‑first culture.

• Monitor and respond promptly to inquiries across email, chat, and web forms, providing potential clients with information about the firm’s services and setting expectations for the intake process.
• Conduct conflict checks to ensure compliance with firm policies.
• Answer incoming calls with professionalism and empathy, transferring calls to the appropriate team members, and handling voicemails and follow‑ups as needed.
• Manage and update client records in the CRM, ensuring accuracy and timeliness in data entry.
• Distribute, collect, and process fee agreements and credit card authorizations, entering details into the system with precision and facilitating retainer fee transactions.
• Schedule meetings and initial consultations for attorneys, coordinating with both clients and firm calendars.
• Follow up with potential clients via phone, email, or chat to address questions, encourage engagement, and guide them through the next steps.
• Track and log follow‑up activities to maintain a complete record in the CRM.
• Identify high‑priority leads and elevate them to attorneys or senior intake team members as necessary.
• Actively participate in weekly intake meetings and contribute to continuous improvement efforts within the intake department.
• Collaborate with other departments, including marketing, IT, and sales, to ensure smooth client experiences.

• 2–5 years of experience in sales, customer service, or a related field, with a proven track record of client engagement and follow‑up.
• Experience in legal intake or a client service role is a plus.
• Ability to work from home with reliable internet and a suitable workstation during normal business hours.
• Proficiency with Apple products and CRM systems, typing speed of 50 WPM or higher, and excellent attention to detail.
• Ability to communicate calmly and effectively with clients in stressful situations, demonstrating empathy and professionalism.
• Strong organizational skills and the ability to prioritize multiple competing tasks in a fast‑paced environment.
• Client‑focused mindset, dedicated to delivering exceptional service and fostering positive client relationships.

• Excellent written and verbal communication skills with the ability to handle client interactions with care and clarity.
• Strong organizational skills, with the ability to handle multiple priorities and meet tight deadlines.
• High attention to detail, ensuring accuracy in client records, communications, and transaction processing.
• Ability to collaborate effectively within a supportive, professional work culture.
• Adaptability and flexibility, thriving in both remote work and in‑person settings when required.
• Proficiency in CRM systems and technology used in remote client management.

ADA Compliance: All candidates and incumbents are expected to perform the duties as assigned as long as they are able to meet the expectations set forth with or without reasonable accommodations. If a candidate requires accommodation, they should advise the Director of People & Culture in advance.

USD $20–$24 per hour. The base salary range presented is a reliable estimate of the pay this individual is expected to receive. Pay will be adjusted based on experience, location, internal and external pay equity, and other job‑related factors as permitted by law. Full‑time employees may qualify for health insurance, a flexible spending account or health savings account, short‑term and long‑term disability, dental, vision, life insurance, a 401(k) retirement plan, vacation, sick time, and an employee assistance program.

• Health Care Plan (Medical, Dental & Vision)
• Retirement Plan (401k, IRA)
• Life Insurance (Basic, Voluntary & AD&D)
• Paid Time Off (Vacation, Sick & Public Holidays)
• Short Term & Long Term Disability
• Training & Development
• Work from Anywhere – eligible after 6 months.

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