V104 - Legal Intake Specialist
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Job Description:
We are seeking a highly disciplined and client-centered Intake Specialist to serve as a critical revenue driver in our firm. This is not a receptionist role—this position directly impacts firm growth by qualifying prospective clients, booking strategy sessions, and collecting consult fees at the time of scheduling.
The ideal candidate combines warmth, empathy, and professionalism with strong sales discipline and adherence to process.
Schedule: Monday to Friday 8:00 AM to 5:00 PM CST
Monthly Compensation: 1,142 to 1,220 USD
Responsibilities include, but are not limited to:
- Execute disciplined follow-up on prospects who are not ready to book
- Utilize Lawmatics (CRM) to manage all leads and communications
- Follow all intake scripts, checklists, and workflows exactly as designed
- Clearly communicate value and expectations to prospective clients
- Consistently move leads forward through the pipeline
- Maintain accurate, complete, and timely records of all interactions
- Book strategy sessions with qualified leads
- Qualify callers based on firm-established criteria
- Collect consult fees at the time of booking
- Navigate sensitive conversations
- Serve as the first point of contact for prospective clients via phone
Requirements:
Preferred Qualifications
- Prior experience in a law firm, especially in intake or client services
- Experience in consultative sales, client intake, or call-based roles
- Familiarity with CRM systems (Lawmatics experience is a strong plus)
Soft Skills:
- Strong phone presence with excellent listening and communication skills
- Ability to combine empathy with assertiveness, especially when asking for payment
- Comfortable discussing fees and confidently collecting payment
- High attention to detail and process discipline
- Reliable, consistent, and punctual with a strong work ethic
- Ability to handle emotionally sensitive conversations with professionalism and care
Work Shift:
Languages:
English, SpanishReady to dive in? Apply now and make sure to follow all the instructions!
Our application process involves multiple stages, and submitting your application is just the first step. Every candidate must successfully pass each stage to move forward in the process.
Please keep an eye on your email and WhatsApp for the next steps. A recruiter will be assigned to guide you through the application process. Be sure to check your spam folder as well.
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