Client Intake & Experience Coordinator

Responsibilities

• Provide a high-level, client-centered experience for prospective clients
• Communicate with empathy, professionalism, and confidence
• Screens prospective clients to determine whether they may be a good fit for the firm
• Coordinate and schedule consultations with attorneys
• Consistently follow up with prospective clients and maintain communication throughout the intake process
• Accurately enter and maintain detailed information in our CRM and intake management systems, including Go High Level and Clio Grow
• Manage intake pipelines and consultation calendars with precision and attention to detail
• Assist in generating intake and pipeline reporting
• Ensure all intake-related information and documentation are accurate, complete, and properly maintained
• Collaborate with attorneys and team members to support a seamless client experience

Qualifications

• Strong interpersonal and communication skills
• High emotional intelligence and professionalism
• Exceptional organizational skills and attention to detail
• Ability to manage multiple priorities and follow through consistently
• Comfortable learning and consistently utilizing technology platforms and CRM systems
• Experience with Go High Level, Clio Grow, Clio, or similar CRM/intake systems is strongly preferred
• Prior experience in customer service, intake, client relations, hospitality, admissions, healthcare, legal services, or consultative sales is preferred
• Confidence to communicate kindly but assertively when appropriate
• Reliable, proactive, and highly accountable

Compensation

$60,000 - $75,000/year

About JOSEPH LAW GROUP PC

We are committed to providing sophisticated, client-centered family law representation rooted in professionalism, integrity, and compassion. We pride ourselves on delivering a concierge-level client experience while guiding individuals and families through challenging life transitions with empathy, responsiveness, and strong advocacy. No calls, please.

About JOSEPH LAW GROUP PC

Joseph Law Group, P.C. is an equal-opportunity employer. All applicants will be considered for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, or disability status. Reasonable accommodations may be made to enable individuals with disabilities to perform essential job functions. No calls, please.