Intake Specialist

Modern Family Law

62d•$20 - $24•Remote

About The Position

Modern Family Law, a rapidly expanding law firm specializing in Family Law, is seeking a remote Intake Specialist to join our sales team in Colorado, Texas or Georgia. This candidate will be required to work an MT timezone shift. If you are a dedicated professional seeking a dynamic and rewarding career in client services, this is your opportunity to shine with a leading firm. As a key member of our intake department, you will play a critical role in welcoming potential clients and guiding them through their initialinteractions with the firm. Your ability to communicate clearly and empathetically, manage client records with precision, and collaborate with other departments will ensure a positive and seamless intake experience.

Requirements

Two to Five (2-5) years of experience in sales, customer service, or a related field, with a proven track record of client engagement and follow-up.
As our culture is remote-first, all employees are expected to have the ability to work from home with a reliable internet connection and to set up a workstation that supports productive work during normal business hours.
Proficiency with Apple products and CRM systems, with a typing speed of 50 WPM or higher and excellent attention to detail.
Ability to communicate calmly and effectively with clients in stressful situations, demonstrating empathy and professionalism.
Strong organizational skills and the ability to prioritize multiple competing tasks in a fast-paced environment.
Client-focused mindset, dedicated to delivering exceptional service and fostering positive client relationships.
Excellent written and verbal communication skills with the ability to handle client interactions with care and clarity.
Strong organizational skills, with the ability to handle multiple priorities and meet tight deadlines.
High attention to detail, ensuring accuracy in client records, communications, and transaction processing.
Ability to collaborate effectively within a supportive, professional work culture.
Adaptability and flexibility, thriving in both remote work and in-person settings when required.
Proficiency in CRM systems and technology used in remote client management.

Nice To Haves

Experience in legal intake or a client service role is a plus.

Responsibilities

Monitor and respond promptly to inquiries across email, chat, and web forms, providing potential clients with information about the firm’s services and setting expectations for the intake process.
Conduct conflict checks to ensure compliance with firm policies.
Answer incoming calls with professionalism and empathy, transferring calls to the appropriate team members, and handling voicemails and follow-ups as needed.
Manage and update client records in the CRM, ensuring accuracy and timeliness in data entry.
Distribute, collect, and process fee agreements and credit card authorizations, entering details into the system with precision and facilitatingretainer fee transactions.
Schedule meetings and initial consultations for attorneys, coordinating with both clients and firm calendars.
Follow up with potential clients via phone, email, or chat to address questions, encourage engagement, and guide them through the next steps.
Track and log follow-up activities to maintain a complete record in the CRM.
Identify high priority leads and escalate them to attorneys or senior intake team members as necessary.
Actively participate in weekly intake meetings and contribute to continuous improvement efforts within the intake department.
Collaborate with other departments, including marketing, IT, and sales, to ensure smooth client experiences.