Intake Specialist

Crisp Recruit • Lebanon, TN

16h • Onsite

About The Position

The Intake Specialist role at Turklay Law is a pivotal new position designed to enhance client interaction and ensure every lead is pursued diligently. By focusing on capturing and converting inbound inquiries, the specialist will play a vital role in driving the firm's growth. This person will alleviate attorneys' workloads by managing initial client interactions and streamlining the follow-up process, ensuring that every potential client receives timely and attentive service.

Requirements

• Proven track record in converting leads and influencing client decisions.
• Demonstrated ability to manage leads with attention to detail and persistence.
• Excellent verbal skills with the ability to engage a diverse clientele.
• Strong skills in tracking tasks and maintaining detailed records in a CRM system.
• Keen ability to assess leads and know when to escalate issues to attorneys.
• Ability to seamlessly handle diverse functions in sales, administration, and client interaction.
• Comfortable with a wide range of personalities and can stay calm, persuasive, and professional with difficult or unpredictable callers. This client base requires real-world confidence—not a purely corporate script.

Responsibilities

• Handle incoming calls and form submissions, conduct initial conversations, and assess lead quality.
• Track all leads and ensure consistent follow-up via phone, text, and email to prevent lost opportunities.
• Transform qualified leads into scheduled attorney meetings and office visits, ensuring smooth client engagement.
• Oversee payment plans, including follow-ups on outstanding payments to maintain financial health.
• Maintain accurate records of leads, follow-ups, and statuses, facilitating effective client tracking and engagement.
• Participate in local events to foster relationships and identify potential new clients. Includes creative lead-generation support such as monitoring court dockets for unrepresented defendants and helping the firm ethically follow up through approved outreach methods.
• Serve as the initial point of contact for walk-ins and provide administrative support as needed.
• Assist attorneys and fill administrative gaps to ensure the smooth functioning of the office.

Benefits

• Competitive salaries with potential bonuses based on performance metrics.
• Health insurance
• Retirement options

What This Job Offers

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