Intake Coordinator

Crisp Recruit • Schaumburg, IL

59d • Onsite

About The Position

M&A Law Firm, P.C., a dynamic and growing law firm, is seeking a motivated and personable Intake Coordinator to join our team. This critical role serves as the first point of contact for prospective clients, embodying the firm's commitment to excellence, and results-driven legal service. As the gateway to our firm, the Intake Coordinator plays a pivotal role in our overall mission, directly impacting our ability to attract and retain clients.

Requirements

• Minimum of a high school diploma; some college education preferred.
• Prior experience in sales and customer/client service is essential.
• Proficiency in typing, using office suite products, and general computer literacy.
• Exceptional verbal and written communication skills.
• A people person with a friendly demeanor and a passion for getting to know people.
• A salesperson at heart, comfortable with closing deals and handling rejection.
• Possesses amazing follow-up skills and a tenacity that aligns with our competitive legal landscape.
• Embodies the firm’s core values of creativity, precision, and exceptional communication, demonstrating empathy and a drive to succeed.

Nice To Haves

• Familiarity with legal industry processes is a plus, though a background in litigation is not required.

Responsibilities

• Serve as the initial point of contact for prospective clients, demonstrating empathy, professionalism, and clear communication.
• Listen actively to prospective client needs, document their legal issues, and ensure every interaction reflects our commitment to excellence.
• Follow up with leads via phone and email, send out engagement letters, and collect retainer payments.
• Answer and route inbound calls to the appropriate person or department.
• Manage scheduling for consultations and maintain organized case files in our Case Management System.
• Use our technology platforms—Law Hustle and Smoke Ball—to efficiently manage and track client interactions.
• Issue billing statements and follow up on unpaid invoices to ensure timely collection of payments.
• Participate in team meetings and strategic planning sessions to continuously improve client service and firm growth.
• Assist in refining processes that help maintain our excellent review ratings—even when a prospect doesn’t convert, leaving a positive impression remains paramount.
• Work closely with attorneys within the firm and coordinate with external attorneys as necessary.
• Maintain effective communication with clients and prospective clients, contributing to the firm’s reputation for unparalleled service.

Benefits

• Hourly rate ranging from $45,000 – $50,000 per year (dependent on experience) plus an incentive structure tied to retainer agreements—25 retainers booked equals full incentive.
• Stipend for health insurance.
• Vibrant team atmosphere with a gym onsite.
• Commitment to teamwork, with everyone pitching in as needed to meet goals.
• Excellent opportunities for growth within a small but expanding firm.
• Training includes listening to recorded calls and in‑office sessions.
• Candidate travel expenses covered for client round interviews (no relocation costs provided).

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED