Intake Specialist

• Monitor and respond promptly to inquiries across email, chat, and web forms
• Provide potential clients with information about the firm's services and set expectations for the intake process
• Conduct conflict checks to ensure compliance with firm policies
• Answer incoming calls professionally and empathetically
• Transfer calls to appropriate team members and handle voicemails and follow-ups
• Manage and update client records in the CRM
• Distribute, collect, and process fee agreements and credit card authorizations
• Enter transaction details into the system and facilitate retainer fee transactions
• Schedule attorney meetings and initial consultations
• Coordinate with clients and firm calendars
• Follow up with potential clients by phone, email, or chat
• Track and log follow-up activities in the CRM
• Identify high-priority leads and elevate them to attorneys or senior intake team members
• Participate in weekly intake meetings and continuous improvement efforts
• Collaborate with marketing, IT, and sales to ensure smooth client experiences

• Two to Five (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
• Proficiency with Apple products and CRM systems
• Typing speed of 50 WPM or higher
• Excellent attention to detail
• Ability to communicate calmly and effectively with clients in stressful situations, demonstrating empathy and professionalism
• Strong organizational skills and 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
• Ability to collaborate effectively within a supportive, professional work culture
• Adaptability and flexibility in remote and in-person settings when required
• Proficiency in CRM systems and technology used in remote client management

Demonstrates strong client engagement and follow-up skills, with proficiency in CRM systems and a client-focused mindset. Capable of managing multiple tasks in a fast-paced environment while maintaining professionalism and empathy in client interactions.

• Client Engagement
• CRM Proficiency
• Excellent Communication Skills
• Organizational Skills
• Legal Intake Experience

• Typing Speed 50 WPM
• Client Record Management
• Transaction Processing
• Conflict Checks
• Fee Agreement Processing

• Empathy
• Attention to Detail
• Adaptability
• Collaboration
• Professionalism

• Client Service
• Legal Intake
• Sales
• Customer Service

• Apple Products
• CRM Systems