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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, Spanish

Ready 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.

V104 - Legal Intake Specialist

Job Duck

Job Description

Preferred Qualifications

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Job Details