Client Intake Specialist

Maimone Legal • Fort Lauderdale, FL

3d • Onsite

About The Position

The Client Intake Specialist is the first point of contact for prospective clients seeking help with U.S. immigration. The specialist conducts 7–15 scheduled phone and Zoom consultations each day, learns about each client’s background, goals, timeline, and urgency, and explains the firm’s services and how its attorneys may help. Legal advice is provided by attorneys, not the intake specialist.

This is a client-facing, conversion-focused role rather than a scripted call-center position. The specialist guides prospective clients toward the next step, collects signed retainer agreements, follows up promptly with new leads, records clear consultation notes for attorneys, and keeps the CRM updated. The role works closely with attorneys, case managers, and the intake team. It is full-time and on-site in Fort Lauderdale, Florida, and includes evening and weekend shifts. Compensation is a $40,000 base salary plus a monthly performance bonus.

Requirements

• At least one year of sales or client consultation experience with a conversion or booking goal.
• Confidence and professionalism on the phone and on Zoom.
• Availability for evening and weekend shifts.
• Organization, punctuality, and comfort independently managing follow-ups.

Nice To Haves

• Experience at a law firm, especially in intake.
• Experience in insurance, financial services, or other consultative sales.
• Working knowledge of U.S. immigration pathways.
• Experience with a CRM.
• Bilingual ability.

Responsibilities

• Conduct scheduled phone and Zoom consultations with prospective clients who have contacted the firm.
• Learn each client’s background, goals, timeline, and urgency.
• Explain the firm’s services and how its attorneys may help, while leaving legal advice to attorneys.
• Guide clients to the next step and collect signed retainer agreements.
• Follow up quickly on new leads.
• Write clear consultation notes that attorneys can act on and update the CRM daily.
• Work closely with attorneys, case managers, and the intake team.

Benefits

• Monthly performance bonus.
• Health insurance.
• Vision insurance.
• Dental insurance.
• Paid time off.
• Paid sick days.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed