Legal Client Intake Specialist
About The Position
Mayersohn Law Group, P.A. — a dynamic, long‑established Family & Criminal Law firm in Fort Lauderdale — is looking for a friendly, confident, tech‑savvy Legal Intake Specialist to be the welcoming voice of our team. If you love connecting with people, asking smart questions, and helping callers feel supported from the very first hello, you’ll thrive here. You’ll guide potential clients through their first interaction with the firm, listen with genuine care, gather key details, and help them take the next step with clarity and confidence. This role is perfect for someone who enjoys meaningful conversations, stays organized, and brings positive energy to every interaction. If you want a role where your voice matters, your personality shines, and your work truly helps people during important moments in their lives, we’d love to meet you!
Requirements
- Clear spoken English, stellar written and verbal communication skills, and a strong phone presence with active listening skills
- Experience turning inbound calls into meetings
- Ability to follow structured intake procedures, ask clear questions, and actively listen to client responses
- Exceptional Google Sheets and data entry skills
- Tech‑savvy with reliable high‑speed internet, consistent power, a quality headset, and a computer capable of handling video calls
- Exceptional organizational skills with attention to detail in document review, proofreading, transcription, and data entry
- Ability to work independently in a remote setting, maintain strong organization, attention to detail, and time management skills while multitasking and continuously meeting deadlines
- Comfortable using a time tracker that utilizes screenshots for validity
Nice To Haves
- Experience working in a law firm (family or criminal law preferred) or previous experience in legal intake, customer service, or inbound sales
- Proficiency in Clio
- Fully bilingual in Spanish
- Ability to cover evening and weekend shifts, if needed
- Dual monitors and a printer, or easy access to a printing service
Responsibilities
- Answer incoming calls promptly and professionally as the primary voice of the firm.
- Engage with prospective clients to understand their legal situation, concerns, and goals by asking targeted questions related to legal areas to determine case eligibility based on firm criteria.
- Provide clear information about the firm’s services, processes, and next steps while maintaining confidentiality and handling sensitive information with discretion.
- Maintain organized records of client interactions utilizing the firm’s legal case management system, Clio, ensuring confidentiality and compliance with legal standards.
- Identify urgent or time‑sensitive matters and escalate them appropriately to the Client Engagement Manager.
- Review incoming documents for completeness and accuracy; assist in entering clean and organized data in Google Sheets
- Communicate with attorneys and staff regarding new leads, case fit, and client updates, and schedule consultations or follow‑up appointments for those that are qualified.
Benefits
- 100% Remote role - Work from the comfort of your home!
- $8.00 per hour + Incentives
- Opportunities for growth in sales
- Professional development, ongoing support, and training opportunities
- Supportive, collaborative, and inclusive firm culture
- Stability with a well-established, renowned firm that’s been in business for 26+ years
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
Number of Employees
1-10 employees
