Intake Specialist

Grace and Faye Consulting LLC; Charlotte (NC); On-site; USD 42,000 - 52,000; Full time

Job summary

Grace and Faye Consulting LLC in Charlotte, NC seeks an Intake Specialist to be the first contact for prospective clients. This full-time, in-office role Monday–Friday 8:30am–5:30pm requires excellent communication and strong organizational skills as you manage a busy phone line and coordinate client intake.

You will gather client information, maintain records, and prepare documents for e-signature using tools like DocuSign. Prior law firm exposure and proficiency with Clio Grow are a plus.

Qualifications

• Experience in a professional office environment, preferably a law firm.
• Customer service experience, including answering phones in a professional office
• Experience managing calls, including transferring and returning them
• Experience with Clio Grow or a similar CRM tool
• Proficiency in Microsoft Office applications: Outlook, Word, Excel, and Teams
• Experience scheduling consultations or meetings in Outlook or a similar calendar tool
• Experience scheduling online meetings or consultations using Teams, Zoom, or a similar tool
• Experience preparing and sending documents for e-signature using tools such as DocuSign or Dropbox Sign

Responsibilities

• Answer, transfer, and return calls, and manage inbound inquiries professionally
• Conduct initial client intake and gather the information on prospective clients
• Maintain accurate client records and follow up on open inquiries
• Prepare and send documents for electronic signature

Skills

Customer service

Phone handling

Organization

Professional communication

Multitasking

Tools

Clio Grow

Clio Manage

Outlook

Word

Excel

Teams

Zoom

DocuSign

Job description

We’re partnering with a boutique law firm in Charlotte, NC to find an Intake Specialist who will be the first point of contact for prospective clients. This is a full-time, in-office role, Monday through Friday, 8:30am to 5:30pm. If you’re organized, personable, and comfortable managing a busy phone line, we’d like to hear from you.

What you’ll do:

• Answer, transfer, and return calls, and manage inbound inquiries professionally
• Conduct initial client intake and gather the information on prospective clients
• Maintain accurate client records and follow up on open inquiries
• Prepare and send documents for electronic signature

Must have:

• Experience in a professional office environment, preferably a law firm
• Customer service experience, including answering phones in a professional office
• Experience managing calls, including transferring and returning them
• Experience with Clio Grow or a similar CRM tool
• Proficiency in Microsoft Office applications: Outlook, Word, Excel, and Teams
• Experience scheduling consultations or meetings in Outlook or a similar calendar tool
• Experience scheduling online meetings or consultations using Teams, Zoom, or a similar tool
• Experience preparing and sending documents for e-signature using tools such as DocuSign or Dropbox Sign

Preferred:

• Experience with Clio Manage or Clio Grow
• Experience managing a lead pipeline in Clio Grow or a similar tool
• Experience in a law firm, preferably in business law, construction law, estate planning or family law