Client Intake Specialist

Maimone Legal; Fort Lauderdale (FL); On-site; USD 40,000 - 65,000; Full time

Job summary

Miamone Legal in Fort Lauderdale is seeking an on-site Client Intake Specialist to greet prospective clients and guide them through immigration, business, and estate planning needs.

In this role you will listen to client goals, explain our process, and lead them toward the right next steps while coordinating with the intake and legal teams to ensure smooth handoffs and strong client care.

Qualifications

• 2+ years in a client-facing role (legal intake, customer service, guest services, client relations, or consultative sales)
• Confident on the phone and on video calls
• Clear, professional written and verbal communication
• Strong follow-up habits and ability to manage several conversations at once
• Able to work on-site in Fort Lauderdale, Monday–Friday

Responsibilities

• Speak with prospective clients by phone and video to make the first contact a positive experience
• Listen for clients' goals, timeline, and circumstances and obtain needed information for the legal team
• Explain services and processes clearly and help clients understand next steps
• Follow up consistently until a client makes a decision
• Maintain detailed notes and an organized pipeline in the CRM
• Collaborate with intake and legal teams for smooth case handoffs
• Address questions and objections with patience and professionalism

Skills

Client-facing experience

Phone & video communication

Written & verbal communication

CRM experience

Multitasking

Tools

CRM

Job description

Client Intake Specialist

On-Site | Full-Time | Monday–Friday | $40,000–$65,000/year | Fort Lauderdale, FL

About the Role

You'll be the first person a prospective client speaks with at Miamone Legal. These are warm inbound inquiries — people who already reached out about immigration, business, or estate planning help. Your job is to listen, understand what they're trying to accomplish, explain how our process works, and help them figure out the right next step.

This isn't cold calling. It's client care at the moment it matters most, and it takes someone who's genuinely good with people — patient, organized, and comfortable guiding someone through an important decision. If you've built your career on making people feel taken care of, this role has room to grow as the firm does.

Relevant Backgrounds: Legal Intake · Client Intake · Customer Service · Client Relations · Guest Services · Hospitality · Inside Sales · Client Success · Patient Coordinator

What You'll Do

• Speak with prospective clients by phone and video, and make their first contact with the firm a good one
• Listen for each client's goals, timeline, and circumstances, and ask the questions our legal team needs answered
• Explain our services and process clearly, and help clients understand the right next step
• Follow up consistently until a client makes a decision
• Keep detailed, accurate notes and an organized pipeline in our CRM
• Work closely with the intake and legal teams so cases hand off cleanly
• Handle questions, concerns, and objections with patience and professionalism

What We're Looking For

Required

• 2+ years in a client-facing role — legal intake, customer service, guest services, client relations, or consultative sales
• Confident on the phone and on video calls
• Clear, professional written and verbal communication
• Strong follow-up habits and comfort managing several conversations at once
• Able to work on-site in Fort Lauderdale, Monday through Friday

Preferred

• Bilingual in English and Spanish, or another additional language
• Legal intake or law firm experience
• Familiarity with immigration services
• CRM experience
• Hospitality, guest services, real estate, or high-ticket sales background

Compensation

$40,000 base salary, plus performance-based bonuses tied to how well you serve and convert the clients who come to us.

Who We Are

Miamone Legal is a family-run, immigrant-owned law firm in Fort Lauderdale practicing immigration, business, and estate planning law. Our founders immigrated from Canada themselves, so we understand what our clients are going through.

We go beyond paperwork — clients get strategies built for their situation and direct access to the professionals handling their case. Every person on our team shapes that experience.

Learn More: https://maimonelegal.com