Client Intake Specialist

Jobot Consulting; Atlanta (GA); Remote; USD 37,000 - 52,000; Full time

Benefits offered by this job

Medical

Dental

Vision

401k

Job summary

Jobot Consulting seeks a Client Intake Specialist (Level 1-3) for a 100% remote, contract-to-hire opportunity. The role involves handling first contact with potential clients, entering data, and coordinating consultations with attorneys.

Requirements include 1+ year in a similar legal intake role and strong communication skills. Benefits include medical, dental, vision, and 401k; compensation is $27–$38 per hour.

Qualifications

• 1+ years of experience in a similar legal intake role.
• Experience with client communication and new client acquisition.
• Strong interpersonal and written communication skills.
• Proficiency with legal CRM systems and software.

Responsibilities

• Serve as the first point of contact for potential clients, providing a professional first impression.
• Gather, organize, and input client information into the database with accuracy and confidentiality.
• Conduct initial client interviews to assess fit for services.
• Coordinate with attorneys to schedule consultations and follow-ups.
• Monitor and manage the client intake process for efficiency and client-friendliness.
• Provide excellent customer service by addressing client questions promptly.

Skills

Interpersonal communication

Verbal communication

Detail oriented

Problem solving

Education

Bachelor's degree in law or business administration (preferred)

Tools

CRM systems

Legal software

Job description

Job details:

Client Intake Specialist (Level 1-3) needed for well established law firm 100% remote. This will be a 3-6 month contract to hire opportunity.

This Jobot Consulting Job is hosted by: Joseph Calabrese

Salary: $27 - $38 per hour

A bit about us:

Nation-wide law firm with strong track record of growth and success.

Why join us:

• 100% remote opportunity
• Ability to work for a large firm
• Career growth

Contractors receive full benefits:

• Medical
• Dental
• Vision
• 401k

Job Details:

Responsibilities:

• Serve as the first point of contact for potential clients, providing them with a positive and professional first impression of our firm.
• Gather, organize, and input client information into our database, ensuring accuracy and confidentiality at all times.
• Conduct initial client interviews to understand their needs and concerns, and determine if our services are a good fit.
• Coordinate with attorneys and other team members to schedule consultations and follow-up appointments.
• Monitor and manage our client intake process to ensure it is efficient, effective, and client-friendly.
• Provide exceptional customer service by answering client questions and addressing their concerns promptly and professionally.
• Maintain a strong knowledge of our services and areas of legal expertise to effectively guide potential clients.
• Collaborate with our marketing team to follow up on leads and convert potential clients into actual clients.
• Develop and implement strategies for improving the client intake process to enhance client satisfaction and increase our client base.

Qualifications:

• A minimum of 1+ years of experience in a similar role within the Legal industry.
• Proven experience in new client acquisition and client communication.
• Strong background in legal administration, including knowledge of legal terminology and procedures.
• Exceptional interpersonal and communication skills, both written and verbal.
• Proficiency in using legal software and CRM systems.
• Detail-oriented with excellent organizational skills.
• Strong problem-solving skills and the ability to make decisions under pressure.
• Ability to handle sensitive information with the highest degree of integrity and confidentiality.
• A degree in law, business administration, or a related field is preferred.

Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.

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