V104- Client Intake Representative I
About The Position
The Client Intake Representative role is a vital part of the Marketing Department, supporting the Client Intake Manager and ensuring prospective new clients receive a professional, compassionate, and seamless experience. In this position, you will be the first point of contact for individuals seeking legal representation, guiding them through the intake process with empathy and clarity. Your work will directly contribute to building strong client relationships, maintaining accurate records, and supporting the firm’s growth. This role is ideal for someone who thrives in a goal-oriented environment, communicates with confidence and diplomacy, and enjoys helping people navigate important decisions.
Requirements
- Timezone: PST
- Software/Tools: Microsoft Word, Outlook, Excel, Windows Operating System, Adobe Acrobat, Clio or Datto
- 2-3 years of experience in client-facing or intake roles preferred
- Strong proficiency with Microsoft Office Suite
- Familiarity with legal or professional services environments a plus
- Strong communication and interpersonal skills
- High emotional intelligence and empathy
- Confidence and diplomacy in challenging conversations
- Ability to transition prospective clients into retained clients
- Self-motivated and self-directed in a goal-oriented environment
- Detail-oriented with strong organizational skills
- Proficiency in Microsoft Office Suite and Windows OS
- Familiarity with Adobe Acrobat
- Experience with law practice management software (preferred)
- Languages: English
Nice To Haves
- Clio or Datto experience
- Familiarity with legal or professional services environments
- Experience with law practice management software
Responsibilities
- Maintain accurate records and data related to intake calls and retention metrics
- Collect detailed information regarding client matters and legal needs
- Conduct initial intake calls with prospective new clients with compassion and empathy
- Support the Client Intake Manager with reporting and departmental needs
- Track ongoing contact with non-retaining prospective clients using spreadsheets
- Communicate best practices for working with the firm and legal team
- Follow firm guidelines to ensure consistent and effective communication with prospective clients
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
