The Intake Specialist acts as the first point of contact for prospective clients, building rapport and qualifying leads to guide them toward legal services. Responsibilities include managing incoming inquiries, maintaining CRM records, and closing sales opportunities over the phone.
Draft estate planning documents using specialized software and ensure they are perfectly formatted and proofread. Liaise with the estate planning team to maintain quality service and provide case-related support as needed.
The receptionist will serve as the first point of contact for clients, managing incoming calls, SMS, and email communications with professionalism and empathy. They will also support the intake team with scheduling, data entry, and maintaining accurate records within the firm's CRM.
