Legal Intake Specialist

Law Office of Lena A Clark • Frederick, MD

11d • Onsite

About The Position

Are you the kind of person who lights up a conversation, listens like a pro, and thrives on helping people make big decisions with clarity and confidence? We’re a fast-growing estate planning and probate law firm looking for a Legal Intake Specialist to be the warm, capable first point of contact for new, existing, and former clients.

Requirements

• Are confident and kind on the phone
• Ask good questions and really listen to the answers
• Can follow a system but think on your feet
• Stay organized when juggling many tasks
• Have experience in customer service, hospitality, or sales
• Are comfortable using tech

Responsibilities

• Speak with potential clients who have reached out via phone, email, or web form
• Conduct structured discovery calls using proven scripts
• Ask smart questions to understand client needs and goals
• Book qualified leads into consultations with our attorneys and case managers
• Keep detailed notes in our CRM and track follow-ups
• Reconnect with leads who cancel, no-show, or delay decisions
• Handle questions from prospective, existing, and former clients.
• Welcome law firm visitors

Benefits

• Competitive pay + KPI-based bonuses

What This Job Offers

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