Client Intake Specialist

Ave Staffing; Raleigh (NC); On-site; USD 45,000 - 50,000; Full time

Job summary

A premier North Carolina law firm in Raleigh seeks a Client Intake Specialist to be the first point of contact for prospective clients. You will screen inquiries, schedule consultations, and help convert leads into new matters in a fast-paced, client-focused environment.

Based in Raleigh, NC, this on-site role requires empathy, strong communication, and experience with legal CRM systems. Join Ave Staffing to support families through challenging matters and contribute to a growth-oriented team.

Qualifications

• 1+ years of legal intake, prospective client consultation, or sales/onboarding experience in a law firm environment (family law or civil litigation preferred).
• Strong emotional intelligence, exceptional active listening, and high-volume phone engagement skills.
• Proficiency with legal CRM platforms (Lawmatics, Salesforce), legal practice management software (Clio, MyCase), and MS Office.
• Associate or Bachelor’s degree in Communications, Business, Paralegal Studies, or related field preferred.

Responsibilities

• Prospective Client Vetting: Lead high-volume initial screening calls and digital inquiries for individuals facing divorce, child custody, and complex marital estate matters.
• Conflict Identification: Conduct thorough conflict-of-interest checks in law firm database systems prior to scheduling attorney consultations.
• Consultation Scheduling: Manage consultation calendars for domestic litigation attorneys, capturing critical metrics and preliminary factual summaries.
• Fee Agreement Management: Draft, issue, and track client retainer agreements, fee arrangements, and onboarding documentation.
• CRM & Database Administration: Maintain real-time data integrity within legal CRM systems, tracking lead conversion pipelines and intake metrics.
• Lead Nurturing: Follow up empathetically with prospective clients to guide them through firm services, legal processes, and consult preparation.

Skills

Emotional intelligence

Active listening

High-volume phone engagement

CRM proficiency

MS Office

Education

Associate or Bachelor's degree

Tools

Lawmatics

Salesforce

Clio

MyCase

Job description

Why This Opportunity?

A premier North Carolina domestic relations law firm is immediately adding a dynamic

Job Title:

Client Intake Specialist

Location:

Raleigh, NC (On-Site)

Salary:

$45,000 - $50,000

Why This Opportunity?

A premier North Carolina domestic relations law firm is immediately adding a dynamic Family Law Client Intake Specialist to its high-performing team. Serving as the vital first point of contact for prospective legal clients, this high-visibility position drives firm lead conversions, manages initial client onboarding, and oversees prospective consultation scheduling within a supportive, growth-oriented environment.

Key Responsibilities

• Prospective Client Vetting: Lead high-volume initial screening calls and digital inquiries for individuals facing divorce, child custody, and complex marital estate matters.
• Conflict Identification: Conduct thorough conflict-of-interest checks in law firm database systems prior to scheduling attorney consultations.
• Consultation Scheduling: Manage consultation calendars for domestic litigation attorneys, capturing critical metrics and preliminary factual summaries.
• Fee Agreement Management: Draft, issue, and track client retainer agreements, fee arrangements, and onboarding documentation.
• CRM & Database Administration: Maintain real-time data integrity within legal CRM systems, tracking lead conversion pipelines and intake metrics.
• Lead Nurturing: Follow up empathetically with prospective clients to guide them through firm services, legal processes, and consult preparation.

Qualifications & Skills

• Experience: 1+ years of legal intake, prospective client consultation, or sales/onboarding experience in a law firm environment (family law or civil litigation preferred).
• Core Competencies: Strong emotional intelligence, exceptional active listening, and high-volume phone engagement skills.
• Technical Savvy: Proficiency with legal CRM platforms (Lawmatics, Salesforce), legal practice management software (Clio, MyCase), and MS Office.
• Education: Associate or Bachelor’s degree in Communications, Business, Paralegal Studies, or related field preferred.