Intake Specialist

About the role

We are looking for a detail-oriented and compassionate Intake Specialist to serve as the first point of contact for potential clients. This role is key in evaluating new cases, gathering critical information, and ensuring a smooth onboarding process while delivering an excellent client experience.

Key responsibilities

• Conduct initial consultations with potential clients and gather relevant information to assess case eligibility.
• Follow up with leads via phone, email, and text to convert prospects into clients.
• Maintain accurate and detailed notes, updating lead status in the system as needed.
• Obtain all necessary signed documentation to successfully retain clients.
• Serve as the first point of contact, providing a professional and welcoming experience.
• Direct prospective clients to the appropriate resources and manage urgent matters efficiently.
• Assist with administrative tasks to support daily firm operations.

Required profile

• High School Diploma or equivalent.
• Previous intake experience or experience working in a law firm.
• Ability to handle and analyze multiple intake calls daily.
• Excellent written and verbal communication skills.
• Strong organizational skills with high attention to detail.

Required skills

• FileVine
• Legal case management software