Intake Specialist

This is a fully remote position, open to applicants in Colorado, +1 more state.

📋 Description

• Proactively monitor and respond to inquiries via email, chat, and web forms, providing potential clients with detailed information about the firm’s services and setting clear expectations for the intake process.

• Conduct conflict checks to ensure adherence to firm policies.

• Receive incoming calls with professionalism and empathy, transferring calls to the relevant team members, and managing voicemails and follow-ups as required.

• Oversee and update client records in the CRM, ensuring accuracy and promptness in data entry.

• Distribute, gather, and process fee agreements and credit card authorizations, meticulously entering details into the system to facilitate retainer fee transactions.

• Arrange meetings and initial consultations for attorneys, coordinating effectively with both clients and firm calendars.

• Follow up with potential clients via phone, email, or chat to resolve inquiries, encourage engagement, and guide them through subsequent steps.

• Track and log follow-up activities to maintain comprehensive records in the CRM.

• Identify high-priority leads and escalate them to attorneys or senior intake team members as needed.

• Actively engage in weekly intake meetings and contribute to ongoing improvement initiatives within the intake department.

• Collaborate with various departments, including marketing, IT, and sales, to ensure seamless client experiences.

⛳️ Requirements

• Two to Five (2-5) years of experience in sales, customer service, or a related field, with a demonstrated track record of client engagement and follow-ups.

• Prior experience in legal intake or a client service role is advantageous.

• As our culture is remote-first, all employees must be capable of working from home with a reliable internet connection and have a workstation set up that promotes productive work during regular business hours.

• Proficiency in Apple products and CRM systems, with a typing speed of 50 WPM or higher and exceptional attention to detail.

• Ability to communicate calmly and effectively with clients in high-pressure situations, showcasing empathy and professionalism.

• Strong organizational skills with the capacity to prioritize multiple competing tasks in a fast-paced environment.

• Client-focused mindset, committed to delivering outstanding service and building positive client relationships.

🏝️ Benefits

• Health Care Plan (Medical, Dental & Vision)

• Retirement Plan (401k, IRA)

• Life Insurance (Basic, Voluntary & AD&D)

• Paid Time Off (Vacation, Sick & Public Holidays)

• Short Term & Long Term Disability

• Training & Development

• Work from Anywhere -- eligible after 6 months.