Client Intake & Experience Specialist

Ball and Morse, PLLC; Oklahoma City (OK); On-site; USD 28,000 - 40,000; Full time

Benefits offered by this job

Competitive compensation

Work-life balance

Collaborative culture

High-impact work

Job summary

Ball Morse Lowe PLLC seeks a Client Advocate – Intake to serve as the front line for client communication and experience. You will handle inbound inquiries, perform high-quality conversations, and convert qualified prospects into active clients with empathetic communication.

In this fast-paced legal environment, you will document interactions, submit complete intakes, and maintain organized records using Microsoft Office and HubSpot.

Qualifications

• Education: High school diploma with preference for associate or bachelor's degree.
• Skills: Proficient in Microsoft Office (Word, Outlook, Excel), strong organization and attention to detail.
• Experience: Preference for at least 1 year in Call-Center and/or customer service experiences.
• Skills: Proficient in Microsoft Office (Word, Outlook, Excel), strong organization and attention to detail, and preference for experience with HubSpot or a similar CRM

Responsibilities

• Respond to inbound inquiries via phone calls, 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

Attention to detail

Verbal and written communication

Organizational skills

Education

High school diploma

Associate or bachelor's degree

Tools

Microsoft Office

HubSpot CRM

Job description

Ball Morse Lowe PLLC seeks a Client Advocate – Intake to serve as the front line for client communication and experience. You will handle inbound inquiries, perform high-quality conversations, and convert qualified prospects into active clients with empathetic communication.

In this fast-paced legal environment, you will document interactions, submit complete intakes, and maintain organized records using Microsoft Office and HubSpot.