Client Intake Specialist — Drive Growth & Service Excellence

Crisp Recruit; Schaumburg (IL); On-site; USD 45,000 - 50,000; Full time

Benefits offered by this job

Health insurance stipend

Gym onsite

Onsite role with client interview-旅行保費

Job summary

M&A Law Firm, P.C. is seeking a motivated Intake Coordinator to be the first contact for prospective clients, handling empathy-driven conversations, needs documentation, and scheduling.

You will work closely with attorneys and support staff to ensure smooth client onboarding. Daily tasks include following up leads, sending engagement letters, collecting retainer payments, routing calls, and maintaining case files in our Case Management System using Law Hustle and Smoke Ball.

Qualifications

• Minimum of a high school diploma; some college education preferred.
• Prior experience in sales and customer/client service is essential.
• Proficiency in typing, using office suite products, and general computer literacy.
• Exceptional verbal and written communication skills.
• A people person with a friendly demeanor and a passion for getting to know people.
• Familiarity with legal industry processes is a plus, though a background in litigation is not required.

Responsibilities

• Serve as the initial point of contact for prospective clients, demonstrating empathy, professionalism, and clear communication.
• Listen actively to prospective client needs, document their legal issues, and ensure every interaction reflects our commitment to excellence.
• Follow up with leads via phone and email, send out engagement letters, and collect retainer payments.
• Answer and route inbound calls to the appropriate person or department.
• Manage scheduling for consultations and maintain organized case files in our Case Management System.
• Use our technology platforms—Law Hustle and Smoke Ball to efficiently manage and track client interactions.

Skills

Sales experience

Customer service

Typing

Office suite

Communication skills

People skills

Education

High School Diploma

Some college preferred

Tools

Case Management System

Law Hustle

Smoke Ball

Job description

M&A Law Firm, P.C. is seeking a motivated Intake Coordinator to be the first contact for prospective clients, handling empathy-driven conversations, needs documentation, and scheduling.

You will work closely with attorneys and support staff to ensure smooth client onboarding. Daily tasks include following up leads, sending engagement letters, collecting retainer payments, routing calls, and maintaining case files in our Case Management System using Law Hustle and Smoke Ball.