Client Acquisition Specialist - Virginia

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Melone Hatley, P.C. is a fast-growing family and estate planning law firm with offices across Virginia, Florida, South Carolina, and Texas. Named one of the 500 fastest-growing law firms in the United States and recognized by Super Lawyers, we've built our reputation on delivering compassionate, high-quality legal services and creating a workplace where talent thrives.

Our mission is simple: to be the premier law firm for individuals looking to protect what matters most — their families, their finances, and their future. We achieve this by fostering a culture rooted in transparency, integrity, and open communication. Every team member plays a vital role in delivering personalized, results-driven support to our clients, and we're proud to be known as one of the top employers in the region.

Join us and become part of a team that is redefining family and estate law with purpose, passion, and people at the center of everything we do.

Position Overview

The Client Acquisition Specialist is responsible for the smooth transfer of new matters from our CRM into Clio, our client management software. The ideal candidate should value accuracy, thoroughness, focus, attention to detail and commitment to quality. Job location and duties are subject to change based on operational needs and may be modified from time to time.

Key Responsibilities:

• Serve as the primary point of intake for new clients, ensuring a seamless transition from lead to active matter.
• Open and manage new matters in Clio, ensuring all required information is accurate, complete, and entered in a timely manner.
• Collect, review, and verify all required documentation prior to matter creation to support efficient case onboarding.
• Maintain strict data accuracy by ensuring Hub Spot deals are properly updated, staged, and marked to reflect correct client status and acquisition outcomes.
• Coordinate with attorneys and internal teams to assign cases promptly, ensuring no delays in client service or case progression.
• Monitor transition workflows to identify gaps, bottlenecks, or documentation issues and proactively resolve them.
• Ensure compliance with firm intake procedures, documentation standards, and data governance best practices.
• Support reporting and analytics by maintaining clean, consistent intake and deal data across systems.

Qualifications and Skills:

• Previous experience in intake, customer service, or client coordination within the legal industry, preferred.
• Excellent verbal and written communication skills with ability to communicate between departments with respect and professionalism.
• Proficiency with CRM systems, Microsoft 365, and digital communication tools
• Attention to detail with a strong commitment to accuracy and time management is essential.
• Education:
  
  High school diploma or equivalent, required.
• 100% Employer Paid Medical Benefits for Employees and Dependents
• Dental, Vision, and Life Insurance
• 401 (k) Matching
• Paid Time Off and Holiday Pay
• Paid Parental Leave and Much More!
• Full-time position (varied 8-hour shifts)
• Work schedule may vary based on business needs
• On-site attendance required in our Virginia Beach office

Join Our Team!
If you are a motivated, detail-oriented individual who thrives in a fast-paced, team-oriented environment, we invite you to apply. At Melone Hatley, P.C., you will have the opportunity to grow professionally and make a meaningful impact.

Melone Hatley, P.C. is an equal opportunity employer.