Role Overview
We’re looking for a proactive and people-focused Intake Specialist who thrives in a fast‑paced, client‑centered environment.
You’ll be the first point of contact for potential clients, guiding them through the intake process with clarity and care.
You’ll play a key role in qualifying leads, scheduling consultations, and ensuring smooth communication between clients and the team.
If you enjoy helping others, staying organized, and working independently with tech tools, this role will feel like a perfect fit.
Schedule
Monday to Friday from 8:30 AM to 5:30 PM EST (USA)
Your Responsibilities Will Include but Are Not Limited To
- Managing the full intake process for new client inquiries
- Qualifying leads using established criteria
- Scheduling consultations and marketing appointments
- Following up with leads and clients via email and Slack
- Posting and applying payments using Clio
- Running invoices and following up on outstanding payments
- Assisting with administrative projects as assigned
- Supporting the transition away from an answering service by providing dedicated intake support
What We’re Looking For
- At least one to two years of experience in legal intake preferred but not required
- Prior experience in a client‑facing or administrative role
- Comfortable working remotely and independently
- Strong communication and customer service skills
- Ability to work independently and manage time effectively
- Tech‑savvy and comfortable learning new systems
- Detail‑oriented and organized
- Professional, empathetic, and responsive in client interactions
- Reliable computer setup (laptop/PC, headset, stable internet min.
10 Mbps download / 5 Mbps upload) - Quiet, distraction‑free remote work environment
What’s In It for You
- Monthly compensation starting from 1150 USD to 1220 USD
- Paid time off and holiday pay.
- Referral and annual bonuses .
- Parental leave.
- Opportunities for professional development and training
- Dedicated support from our team.
- A chance to work with clients who share our values.
Apply Now
Ready to dive in?
Apply now and make sure to follow all the instructions!
Disclaimer
EVERY candidate must pass each step in our application process to become part of our team.
Ensure you have all the required documentation ready to streamline your application process.
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