Intake Coordinator- Burnside Law Firm, Augusta, GA

The JOY FM; Virginia (MN); On-site; USD 42,000 - 52,000; Full time

Job summary

Burnside Law Firm, LLP in Augusta, GA is seeking an Intake Coordinator to be the first point of contact for prospective clients and to manage intake. This full-time, in-office role may offer some flexibility and directly impacts firm growth through effective client communication.

You will handle client intake, answer calls, gather information, screen cases, schedule consultations, manage the CRM, track leads, follow up with prospects, and prepare files for paralegals and attorneys, ensuring

Qualifications

• Prior intake or customer service experience preferred.
• Strong phone and verbal communication skills.
• Comfort with CRM and case management systems.

Responsibilities

• Client intake processing.
• Answer calls and inquiries from potential clients.
• Gather intake data and screen cases.
• Communicate clearly with injured clients.
• Schedule consultations with attorneys.
• Explain next steps early in case.
• CRM management and data entry.
• Maintain CRM system.
• Track leads from first contact to representation.
• Follow up with potential clients.
• Track lead sources and intake conversions.
• Go High Level experience is a plus.
• File setup for new matters.
• Conduct conflict checks.
• Open new client files in the CMS.
• Ensure accurate data entry and document collection.
• Prepare files for paralegals and attorneys.
• Handle referrals and refer outside matters.
• Maintain referral records.

Skills

Phone communication

Customer service experience

CRM proficiency

Detail-oriented

Organized

Tools

Go High Level

Case management software

Job description

Intake Coordinator- Burnside Law Firm, Augusta, GA

Description: Burnside Law Firm, LLP is a personal injury law firm seeking an Intake Coordinator to serve as the first point of contact for prospective clients and to manage intake. This role directly impacts firm growth and is responsible for prospective client communication. The right candidate is professional, organized, empathetic, and confident on the phone. Schedule: Full-time, in-office (with some flexibility)

Key Responsibilities

• Client Intake


• Answer calls and respond to inquiries from potential clients


• Gather intake information and screen cases based on firm criteria


• Communicate clearly and compassionately with injured clients


• Schedule consultations with attorneys


• Explain next steps and expectations during early case stages


• CRM Management


• Maintain and operate the firm’s CRM system


• Track leads from first contact through signed representation


• Follow up with potential clients


• Track lead sources and intake conversion rates


• Experience with Go High Level a plus


• File Setup


• Conduct conflict checks


• Open new client files in the firm’s case management system


• Ensure accurate data entry and document collection


• Prepare files for transition to paralegals and attorneys


• Referrals


• Refer matters the firm does not accept to outside attorneys


• Maintain referral records

Qualifications

• Strong phone and communication skills


• Customer service or intake experience preferred


• Proactive, organized, and detail-oriented


• Strong technological skills


• Comfortable using CRM and case management software


• Calm, professional demeanor with emotional clients


• Reliable and responsive


• Medical intake experience and a familiarity with insurance claims processes is a plus.

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