Legal Intake Specialist

Martine Law, PLLC - Criminal Defense and Family Attorneys; Colombia; Remote; COP 35,079,000 - 43,849,000; Full time

Job summary

Martine Law, PLLC - Criminal Defense and Family Attorneys is seeking an Intake Specialist for a 100% remote position. You will qualify leads, manage inbound/outbound communications, and schedule case evaluations, while maintaining accurate intake data and delivering an exceptional first impression of the firm.

The ideal candidate is empathetic, detail-oriented, and thrives in a fast-paced, client-focused environment with experience in CRM platforms like Clio/HubSpot and calling tools such as

Qualifications

• High school diploma required; advanced training or college education preferred.
• 1+ years of experience in customer service, client relations, or a similar fast-paced environment.
• Experience in legal services or professional services preferred.
• Familiarity with Clio, HubSpot, and/or similar CRM platforms preferred.
• Experience using call communication platforms such as AirCall.
• Proven ability to convert leads through persuasive and empathetic communication.
• Proficiency in Microsoft Outlook and calendar management.

Responsibilities

• Lead Qualification & Conversion
• Respond to inbound inquiries (phone, email, text) within defined response times.
• Conduct structured intake calls to qualify leads based on firm criteria.
• Schedule case evaluations with Sales team members.
• Follow up with unretained PNCs to maximize conversion opportunities.
• Proactively conduct outbound follow-up to warm leads.
• Outcome: Increased scheduled consultations and improved lead-to-retained-client conversion rates.
• Client Experience & Relationship Management
• Deliver a warm, professional, and empathetic first interaction.
• Clearly explain the next steps and process expectations.
• Ensure clients feel heard, informed, and confident in choosing the firm.
• Outcome: High client satisfaction and strong first-impression brand impact.
• CRM & Data Integrity
• Maintain accurate and detailed records of all client interactions.
• Track follow-ups, status changes, and conversion stages.
• Ensure zero data loss and clean CRM reporting.

Skills

Persuasive communication

Empathy

Detail-oriented

Tech-savvy

Highly organized

Customer-focused

Education

High school diploma

College education preferred

Tools

Clio

HubSpot

AirCall

Job description

Martine Law, a leading law firm, has been consistently ranked among the fastest-growing in the nation for three consecutive years. Specializing in criminal defense and family law, we seamlessly blend traditional legal expertise with cutting-edge technology to deliver unparalleled client representation. Our dynamic, tech-savvy culture foster a supportive environment where our team can excel professionally while enjoying a harmonious work-life balance.

Position Overview

The Intake Specialist plays a critical role in the client journey by qualifying leads and enhancing client experience. This position is responsible for managing inbound and outbound communications, scheduling case evaluations, and maintaining accurate intake data. The ideal candidate is empathetic, detail-oriented, and thrives in a fast-paced, client-focused environment.

• This role owns the front end of the client journey; responding rapidly to inquiries, qualifying potential new clients, and ensuring seamless handoffs to the Sales team.
• The Intake Specialist drives revenue growth by converting qualified leads into scheduled consultations and retained clients while delivering an exceptional first impression of the firm.
• Success in this position is measured by conversion rates, response time, data accuracy, and client experience metrics.
• The ideal candidate is persuasive yet empathetic, highly organized, tech-savvy, and thrives in a fast-paced, performance-driven environment.

At Martine Law, we firmly believe that a successful legal career can go hand in hand with a fulfilling personal life. By eliminating commutes and office politics, we streamline our operations to focus on delivering top-notch legal services efficiently to clients.

Compensation

$8 - $10 per hour

Qualifications

• REQUIRED QUALIFICATIONS
• High school diploma required; advanced training or college education preferred.
• 1+ years of experience in customer service, client relations, or a similar fast-paced environment.
• Experience in legal services or professional services preferred.
• Familiarity with Clio, HubSpot, and/or similar CRM platforms preferred.
• Experience using call communication platforms such as AirCall.
• Proven ability to convert leads through persuasive and empathetic communication.
• Proficiency in Microsoft Outlook and calendar management.
• Remote Work & Home Office Requirements
• We are a 100% remote law firm, and our team members work from their own dedicated home office environments. To ensure you have the best experience and can successfully use the systems and software required for this role, applicants must have a home office setup that meets the following minimum requirements.
• Computer Requirements
• Windows 11 Pro (preferred) or Home operating system
• Intel Core i5 processor (or AMD equivalent)
• Minimum 16 GB RAM
• Processor speed of 2.0 GHz or higher
• Built-in or external webcam for video meetings
• Internet Requirements
• Reliable high-speed internet with a minimum 100 Mbps download speed
• A quiet, professional workspace suitable for video meetings and phone calls is also expected.
• During your interview, please be prepared to answer the following question:
• Do you currently have a home office setup that meets all the minimum equipment and internet requirements described above.

Responsibilities

• Lead Qualification & Conversion
• Respond to inbound inquiries (phone, email, text) within defined response times.
• Conduct structured intake calls to qualify leads based on firm criteria.
• Schedule case evaluations with Sales team members.
• Follow up with unretained PNCs to maximize conversion opportunities.
• Proactively conduct outbound follow-up to warm leads.
• Outcome: Increased scheduled consultations and improved lead-to-retained-client conversion rates.
• Client Experience & Relationship Management
• Deliver a warm, professional, and empathetic first interaction.
• Clearly explain the next steps and process expectations.
• Ensure clients feel heard, informed, and confident in choosing the firm.
• Outcome: High client satisfaction and strong first-impression brand impact.
• CRM & Data Integrity
• Maintain accurate and detailed records of all client interactions.
• Track follow-ups, status changes, and conversion stages.
• Ensure zero data loss and clean CRM reporting.