Client Intake Specialist

Burch Law, PLLC; Dallas (TX); On-site; USD 45,000 - 52,000; Full time

Job summary

Burch Law, PLLC is seeking a Client Concierge in Dallas to be the first point of contact for clients, ensuring a smooth and straightforward experience throughout their interaction with the firm. You will manage intake, scheduling, and client follow-ups with a focus on outstanding service and relationship-building.

The role emphasizes empathy, integrity, and a long-term commitment, with responsibilities spanning CRM usage, client acquisition programs, and meticulous communication.

Qualifications

• Excellent client-facing communication and empathy.
• Wants a long-term position with no prior law firm experience required.
• Strong character, intelligence and integrity and positive office contribution.

Responsibilities

• Act as a client concierge from intake and scheduling.
• Follow up to schedule appointments and nurture client relationships.
• Use management software and CRMs; explore better tools for automation.
• Develop programs for new client acquisition and retention of clients.
• Treat every client as top priority, before and after their case.
• Use the Oxford comma and maintain accurate spelling of team members and clients.
• Demonstrate a great attitude with a long-term commitment.

Skills

Great personality

Sense of humor

Compassion

Integrity

Civil rights and equality

Willing to work hard

Attention to detail

Client-focused

Tools

CRM software

Job description

In this role, you would be called a Client Concierge. You will be one of the first people that anyone calling our office will speak with! You are to help make their experience with Burch Law as smooth and straightforward as possible.

Compensation

$45,000 - $52,000 yearly

Qualifications

• Our Preferred Candidate:
• Has a GREAT personality and sense of humor.
• Wants a long-term position.
• No experience in a law firm is necessary.
• Shows compassion when dealing with clients and has a talent for winning their confidence and respect.
• Is willing to work hard to see that clients receive top-notch service and results.
• We are looking for someone who has character, intelligence, and integrity, and someone who contributes positively to the atmosphere within the office.
• No one who takes themselves too seriously thinks that scanning a document is beneath them and will wash their own coffee cup.
• Someone who believes in civil rights and equality for all.

Responsibilities

• The Job
• Tasks include:
• Act as a “client concierge” from intake and scheduling of prospective clients, follow up to schedule appointments before and after, outreach after becoming a client, and nurture the client relationship for closed clients.
• Experience in sales and customer service is a must!
• Use management software and CRMs, including researching better online tools for automation and communication.
• Help develop programs for new client acquisition, glide paths for converted clients, and retention of closed clients.
• This position is ALL about treating every client as our TOP client, even before they become a client, and long after we have finished their case.
• Must use the Oxford Comma and pay great attention to detail in spelling the names of team members and clients.
• Great attitude and looking for long-term commitment.