Legal Intake Specialist: Client Onboarding & CRM
Listed on 2026-10-01
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Customer Service/HelpDesk
CRM Systems & Management, Client Relationship Management, Customer Success Management
Jobtailor in the United States (Washington) is seeking an Intake Specialist to manage inquiries, qualify leads, and guide clients through the firm's intake process. You will respond across email, chat, and phone, set expectations, and support attorneys with scheduling and conflict checks.
The role emphasizes client engagement, accurate CRM data, and teamwork with marketing, IT, and sales to ensure smooth experiences. A 2–5 year track record in client service and CRM proficiency are preferred.
As a Legal Intake Specialist:
Client Onboarding & CRM, you will play an important part at Jobtailor in WA, United States.
Learn more about the Legal Intake Specialist:
Client Onboarding & CRM role in the description above.
We appreciate your interest in this position.
Join Jobtailor and contribute to our ongoing work.
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