Intake Specialist

Primary Duties

• Monitor and respond promptly to inquiries across email, chat, and web forms, providing potential clients with information about the firm's services and setting expectations for the intake process.
• Conduct conflict checks to ensure compliance with firm policies.
• Answer incoming calls with professionalism and empathy, transferring calls to the appropriate team members, and handling voicemails and follow-ups as needed.
• Manage and update client records in the CRM, ensuring accuracy and timeliness in data entry.
• Distribute, collect, and process fee agreements and credit card authorizations, entering details into the system with precision and facilitating retainer fee transactions.
• Schedule meetings and initial consultations for attorneys, coordinating with both clients and firm calendars.
• Follow up with potential clients via phone, email, or chat to address questions, encourage engagement, and guide them through the next steps.
• Track and log follow-up activities to maintain a complete record in the CRM.
• Identify high priority leads and escalate them to attorneys or senior intake team members as necessary.
• Actively participate in weekly intake meetings and contribute to continuous improvement efforts within the intake department.
• Collaborate with other departments, including marketing, IT, and sales, to ensure smooth client experiences.

Requirements

• 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.
• Ability to work remotely from home with a reliable internet connection and to set up a workstation that supports productive work during normal business hours.
• Proficiency with Apple products and CRM systems, with a typing speed of 50 WPM or higher and excellent attention to detail.
• Ability to communicate calmly and effectively with clients in stressful situations, demonstrating empathy and professionalism.
• Strong organizational skills and the ability to prioritize multiple competing tasks in a fast-paced environment.
• Client-focused mindset, dedicated to delivering exceptional service and fostering positive client relationships.

Skills and Competencies

• Excellent written and verbal communication skills with the ability to handle client interactions with care and clarity.
• Strong organizational skills, with the ability to handle multiple priorities and meet tight deadlines.
• High attention to detail, ensuring accuracy in client records, communications, and transaction processing.
• Ability to collaborate effectively within a supportive, professional work culture.
• Adaptability and flexibility, thriving in both remote work and in-person settings when required.
• Proficiency in CRM systems and technology used in remote client management.

Mandatory Notices for Applicants

• ADA Compliance: All candidates and incumbents are expected to perform the duties as assigned so long as they can meet the expectations set forth with or without reasonable accommodations. Should a candidate require accommodation, they need to advise the Director of People & Culture in advance.

Compensation

• $20- $24 per hour.
• The range presented is a reliable estimate of the base salary that this individual is expected to receive. Actual pay will be adjusted based on experience, location, internal and external pay equity, and other job-related factors as permitted by law.

Benefits

• Health Care Plan (Medical, Dental & Vision)
• Retirement Plan (401k, IRA)
• Life Insurance (Basic, Voluntary & AD&D)
• Paid Time Off (Vacation, Sick & Public Holidays)
• Short Term & Long Term Disability
• Training & Development
• Work from Anywhere -- eligible after 6 months.