Client Intake Specialist

What you'll do

• Answer inbound calls, web inquiries, and referrals promptly and professionally, ensuring no lead goes uncontacted.


• Conduct thorough intake interviews to gather case details and qualify prospective clients against firm criteria.


• Confidently present the firm's services and guide potential clients through the sign-up process — hitting weekly and monthly conversion targets.


• Follow up persistently with prospects via phone, text, and email to maximize case sign-ups.


• Accurately document all client information and case notes in the firm's case management system (CRM).


• Coordinate with attorneys and paralegals to ensure smooth handoff of newly signed clients.


• Handle client inquiries with empathy, professionalism, and urgency.

What we're looking for

• 2+ years of experience in a sales, customer service, or client-facing intake role (legal, healthcare, or financial services preferred).


• Proven track record meeting or exceeding sales conversion goals or KPIs.


• Exceptional communication skills — warm, persuasive, and clear on both phone and in writing.


• Ability to handle high call volume while maintaining accuracy and a positive attitude.


• Strong organizational skills and attention to detail in data entry and documentation.


• Empathy and sensitivity when speaking with injured individuals and their families.


• Proficiency with CRM software or case management systems; ability to learn new technology quickly.


• Bilingual in English and Spanish is a strong plus — additional compensation may be offered.

Why join us

• Competitive base salary + performance-based incentives.


• Comprehensive benefits including health, dental, and vision coverage.


• Paid time off, including vacation, sick leave, and holidays.


• Supportive team environment at a fast-growing, client-focused firm.


• Opportunity to grow within the firm — many of our intake specialists advance into paralegal or operations roles.