Client Intake Specialist – Fast, Accurate First Contact

Jimerson Birr, P.A.

Jacksonville (FL)

On-site

USD 42,000 - 56,000

Full time

14 days+

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Job summary

Jimerson Birr, P.A. is seeking a Client Intake Specialist in Jacksonville, FL. You will be the first human connection for prospective clients, ensuring inquiries are captured, qualified, and moved to the right next step.

You will respond to inquiries, gather information, determine fit, schedule consultations, and prepare prospects for what comes next, all while maintaining speed and accuracy in a fast-paced legal environment.

Qualifications

Experience in client intake, customer service, administrative support, inside sales, or a similar client-facing role.
Excellent verbal communication and active listening skills.
Ability to build rapport quickly with people you've never spoken with.
Strong attention to detail and accuracy.
Ability to follow established processes, scripts, and qualification standards consistently.

Responsibilities

Respond quickly and professionally to inbound inquiries from web, phone, campaigns, and overnight queues.
Create a positive, high-trust first impression for every prospective client.
Listen carefully and gather accurate information during the initial conversation.
Confirm contact information, matter details, and required permissions.
Check existing records so returning clients and former clients are recognized appropriately.
Complete the required conflict flag before substantive outreach.