Client Intake Specialist

Cabanas Law Firm•Weston, FL

About The Position

Our family law firm is seeking a professional and empathetic Client Relations Specialist to serve as the first point of contact for prospective clients. This role is responsible for answering inquiries, gathering case information, qualifying potential clients, and scheduling consultations with our attorneys. The Client Relations Specialist plays a critical role in ensuring every lead is handled promptly, professionally, and according to firm procedures. The goal is to provide an excellent first impression while ensuring all leads are properly documented and followed up on.

Requirements

2+ years of experience in legal intake, call center, or client service roles.
Strong communication and interpersonal skills.
Ability to handle sensitive family law matters with empathy and professionalism.
Highly organized with strong attention to detail.
Comfortable using CRM or legal case management software.

Nice To Haves

Bilingual Spanish/English preferred.

Responsibilities

Answer incoming calls, website inquiries, and other new client requests.
Respond to prospective clients promptly and professionally.
Conduct intake interviews to gather important case details.
Evaluate potential cases according to the firm’s criteria.
Identify urgent matters and escalate when necessary.
Determine whether a consultation with an attorney should be scheduled.
Schedule consultations with attorneys and confirm appointments with prospective clients.
Ensure prospective clients understand consultation procedures and required documents.
Enter all lead information accurately into the firm’s CRM or case management system .
Document all communications, notes, and follow-ups.
Ensure every lead has a next action or follow-up task scheduled .
Follow up with prospective clients who have not yet scheduled or retained the firm.
Track consultation attendance and update lead status accordingly.
Ensure leads that do not retain the firm are properly dispositioned in the system .