Intake Specialist
Listed on 2026-07-24
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Business
CRM System, Client Relationship Manager
Role Overview
Next Law is searching for a uniquely qualified INTAKE SPECIALIST to help catapult our new client onboarding experience by converting a growing inflow of qualified leads into new clients.
Key ResponsibilitiesWorking under supervision of our Operations Director and in support of our Intake Director, our Intake Specialist communicates directly with Potential New Clients (PNCs), connecting with them on case details, acting as the “closer” in many cases, and playing a key role in client onboarding, forms, and data entry. They will utilize Lead Docket and File Vine, our CRM intake and case management platforms, from initial contact through client conversion, working with attorneys and support staff to ensure a client experience that exceeds expectations.
RequirementsPrior experience in Sales, Intake and/or working in a law firm is a plus. Bilingual (especially Spanish) is a big plus. An “A-player” level candidate will have most of the above and be able to demonstrate prior success contributing to the growth of one or more prior employers. Position is full time (hourly) and on site, with possible hybrid arrangement after determining fit.
Compensation& Benefits
Annual compensation ranges from $48k to $64k (base plus incentives) DOE. Benefits include immediate matching 401(k), Health/Vision/Dental insurance, paid parking, and a highly competitive PTO program.
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