Client Intake Advocate Specialist

Ball Morse Lowe PLLC; Oklahoma City (OK); On-site; USD 38,000 - 58,000; Full time

Benefits offered by this job

Health insurance

Retirement plans

Team culture and support

Job summary

Ball Morse Lowe PLLC is seeking a compassionate Client Advocate Specialist- Intake in Oklahoma City. The role serves as the front line of client experience, handling inbound inquiries and converting qualified prospects into active clients through empathetic communication.

This full-time position requires strong attention to detail, effective communication, and time/workflow management within a fast-paced legal environment. Training is team-based with robust leads and tools to support success.

Qualifications

• Minimum of 1 year in a customer service or client-facing role; experience in a legal setting is a plus.
• Excellent verbal and written communication abilities.
• High emotional intelligence with the ability to handle sensitive conversations professionally.
• Goal-oriented mindset with a focus on guiding clients toward positive outcomes.
• Ability to manage multiple tasks efficiently in a fast-paced environment.
• Willingness to learn and use CRM software and other office tools (training provided).

Responsibilities

• Respond to inbound inquiries via phone, online form submissions, and live chat from prospective clients.
• Conduct timely communication and follow-up through calls, emails, and chat to move prospective clients forward.
• Use sound judgment and discretion to manage inquiries and gather accurate case information.
• Prepare and submit completed client intakes to the appropriate legal teams for review.
• Establish prospective client’s trust and confidence by clearly communicating the firm’s value with empathy and competency.
• Maintain thorough case and communication records including notes, tasks, and history interaction.
• Adapt communication style to effectively engage a wide range of personalities and situations.

Skills

Communication

Empathy

Organization

Professionalism

Time management

Teamwork

Tools

CRM software

Microsoft Office

HubSpot or similar CRM

Job description

Ball Morse Lowe PLLC is seeking a compassionate Client Advocate Specialist- Intake in Oklahoma City. The role serves as the front line of client experience, handling inbound inquiries and converting qualified prospects into active clients through empathetic communication.

This full-time position requires strong attention to detail, effective communication, and time/workflow management within a fast-paced legal environment. Training is team-based with robust leads and tools to support success.