Legal Intake and Client Specialist
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Job Description
Intake Specialist for a growing legal practice nurturing client relationships and managing information. Ensuring smooth onboarding and maintaining accuracy using CRM systems.
Responsibilities:
- Support attorneys and team members by ensuring all intake information is complete and accurate.
- Monitor incoming leads and act promptly to avoid missed opportunities.
- Collect documents from clients and upload them into the CRM systems.
- Collaborate with management and the front desk during onboarding and workflow transitions.
- Help improve conversion rates by delivering highly attentive and personalized interactions.
- Maintain professionalism and clarity when setting expectations with clients.
- Nurture potential clients via phone and email communications.
- Conduct outbound follow‑up calls to warm leads to encourage conversion and scheduling.
- Perform accurate data entry and maintain organized digital files.
- Meet one‑on‑one with clients to gather essential information.
Requirements:
- Full‑time position supporting a bankruptcy law practice.
- Work hours: 8 to 5 EST.
- Spanish is mandatory.
- High‑volume warm lead environment (60–90 leads monthly) with the goal of increasing conversions from the current 18 per month.
- Requires consistent communication on calls and email nurturing.
- Ideal start date: As soon as possible.
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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