Job Description
We are seeking a detail‐oriented and client‐focused Intake Specialist to serve as the first point of contact for prospective clients.
This role plays a critical part in our firm's growth by managing inbound and outbound communications, qualifying leads, and guiding potential clients through the retainer process.
The ideal candidate has strong communication skills, legal intake experience, and the ability to manage sensitive information with professionalism and empathy.Key ResponsibilitiesHandle inbound and outbound calls, messages, and follow‐ups with prospective clientsConduct structured legal intake interviews to gather accurate personal and case‐related informationQualify leads based on firm‐defined criteria and intake guidelinesAccurately document all client information in the CRM or case management systemsRequired Skills & QualificationsFluency in English and Spanish (spoken and written)Previous experience in legal intake, legal support, or a client‐facing legal environ...
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