Intake Specialist

Crisp Recruit • Tacoma, WA

4h • Onsite

About The Position

The Intake Specialist role is pivotal to NextLaw’s mission of providing unmatched legal service and outcomes to our clients. In this role, you will serve as the initial point of contact, representing the firm’s compassionate and professional reputation. Your work will have a direct impact on client satisfaction and retention, as well as the firm’s overall growth and success. As an integral part of our team, you'll support, nurture, and guide clients through their legal journeys, ensuring every interaction is steeped in empathy, respect, and strategic acumen.

Requirements

• Minimum 1-3 years in a legal (preferably PI or criminal) setting, handling client intake processes.
• Proven ability in objection handling and ethical sales practices, with confidence in discussing payment plans.
• Familiarity with Clio, Lead Docket, and Filevine systems is preferred.
• Excellent organization, note-taking, and follow-through with strong verbal and written communication.
• Capable of managing multiple leads and tasks simultaneously, effectively prioritizing as needed.
• Proactive approach in identifying problems and implementing innovative solutions.
• Open to continuous improvement and self-education to enhance skills and productivity.
• Spanish fluency is a valuable asset in serving a diverse client base.

Responsibilities

• Handle 10-15 intake calls daily for criminal and personal injury cases, ensuring each call is informative and engaging.
• Conduct confident, consultative calls to qualify leads, build rapport, and convert interactions into signed cases.
• Address pricing and payment plan concerns, offering solutions that align with client needs and firm policies.
• Send post-call follow-ups using firm videos and assets to maintain engagement and improve conversion rates.
• Help build and continuously improve our follow-up system (templates, cadence, messaging, and assets) so leads don’t fall through the cracks.
• Maintain accurate records and track leads in Clio, Lead Docket, and Filevine systems; utilize tools effectively.
• Work closely with attorneys and staff providing timely updates and enhancing team synergy.
• Continuously refine the intake process using training and best practices to boost efficiency and effectiveness.

Benefits

• Full medical benefits, including dependents, along with dental and vision coverage.
• Four weeks annual paid time off, with additional sick pay according to state law.
• 401(k) plan with a 4% employer match, fully vested from day one.
• Covered parking provided for all employees.

What This Job Offers

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