Intake and Client Support Assistant
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Job Description
Intake Specialist engaging with potential clients for a tenant law practice. Review documents and conduct intake calls, guiding clients through their initial experience.
Responsibilities:
- Review and organize documents, statements, and other materials submitted by clients
- Manage the intake pipeline and ensure accurate recordkeeping
- Input and track information in Filevine and Lead Docket
- Communicate consistently with the team regarding new leads and case opportunities
- Send engagement letters and follow up as needed
- Maintain professionalism, empathy, and clarity in every conversation
- Answer all incoming phone calls and serve as the primary point of contact for prospective clients
- Conduct thorough intake calls to assess whether callers have a viable case
- Vet potential clients based on firm criteria and clearly document findings
Requirements:
- Thorough and detail-oriented
- Empathetic communication
- Ability to confidently guide conversations
- Strong organizational skills
- Clear and professional verbal communication
- Comfortable learning the firm’s practice area and speaking about it
- Ability to manage multiple inquiries simultaneously
- Ability to politely redirect or interrupt when required
- Sales experience is a plus
- 6 to 15 calls per day, approximately
Benefits:
- Competitive salary.
- Paid Time Off and holiday pay (where applicable).
- Annual Bonuses.
- 100% remote/home-based position.
- Full-time, long-term career opportunities.
- Parental Leave.
- Professional development and training.
- Dedicated team support.
- Alignment with our clients' core values.
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