V104- Legal Client Services Specialist
About The Position
Join us as an Intake Specialist and help prospective clients receive a professional, responsive, and welcoming first experience. In this role, you will manage inbound leads, answer calls, schedule paid consultations, coordinate calendars, and provide consistent follow-up throughout the intake process. You will also maintain accurate CRM records and send timely reminders to help prospective clients stay engaged. This opportunity is ideal for a results-oriented professional who communicates clearly, demonstrates a strong work ethic, and enjoys contributing to a collaborative legal team.
Requirements
- Minimum of 1 year of experience in a client-facing role, such as customer service or sales.
- Advanced/native-level English skills (both written and spoken)
- Experience in intake, lead management, customer service, appointment scheduling, reception, or a related client-facing role
- Clear and professional verbal communication
- Strong client service skills
- Professional telephone etiquette
- Inbound lead management
- Outbound follow-up
- Consultation scheduling
- Calendar coordination
- CRM management
- Accurate data entry
- Attention to detail
- Results-oriented approach
- Strong work ethic
- Professionalism
- Team collaboration
- Organization and time management
- Reliability and accountability
- Ability to manage multiple priorities
- Consistent follow-through
Nice To Haves
- Spanish language skills
Responsibilities
- Make outbound calls to prospective clients who require additional follow-up
- Manage inbound leads and guide prospective clients through the initial intake process
- Answer incoming calls and provide a professional first point of contact for prospective clients
- Schedule paid consultations and add appointments to the appropriate calendar
- Collaborate with the legal team to support consultation scheduling and lead conversion efforts
- Communicate professionally with prospective clients and internal team members
- Support a consistent and organized intake experience
- Track lead activity and update communication records in the CRM
- Coordinate appointments through Calendly and Outlook
- Send consultation reminders and follow-up communications
- Maintain accurate and current lead information in Clio Grow and Clio Manage
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
