Client Intake Specialist

Leoforce; Los Angeles (CA); Remote; USD 37,000 - 51,000; Full time

Benefits offered by this job

Medical

Dental

Vision

401k

Job summary

Leoforce is seeking a Mid Level Legal Intake Specialist for a 100% remote position in the United States. You will be the first contact for potential clients, collect and organize client data, and assess fit for services through initial interviews.

You will coordinate with attorneys to schedule consultations, support the intake process, and collaborate with marketing to convert leads into clients while maintaining strict confidentiality and high professional standards.

Qualifications

• Minimum 1+ year of experience in a similar legal intake or client-facing role.
• Experience in new client acquisition and client communication.
• Strong background in legal administration and familiarity with legal terminology.
• Excellent written and verbal communication with confidentiality and discretion.
• Proficiency with legal software and CRM systems required.

Responsibilities

• Serve as the first point of contact for potential clients with a professional impression.
• Gather, organize, and input client information into our database accurately.
• Conduct initial client interviews to assess needs and fit for services.
• Schedule consultations and follow-ups with attorneys and team members.
• Monitor and improve the client intake process for efficiency and client satisfaction.
• Provide prompt, professional responses to client inquiries.
• Maintain knowledge of services and legal expertise to guide potential clients.
• Collaborate with marketing to follow up on leads and convert them to clients.
• Develop strategies to enhance the intake process and client base.

Skills

New client acquisition

Client communication

Interpersonal skills

CRM software

Attention to detail

Organization

Problem solving

Education

Law degree or related

Tools

CRM software

Legal software

Job description

Job Description

Experience: Mid Level

Salary: $27 - $37 per hour

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.

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