Intake Specialist

Cooper & Cooper, P.A; Florida; Hybrid; USD 42,000 - 62,000; Full time

Benefits offered by this job

Competitive compensation

Bonus opportunities

Ongoing training

Professional development

Advancement opportunities

Job summary

Cooper & Cooper, P.A. is seeking an Intake Specialist in Florida who can warmly engage prospective clients, explain options, and schedule consultations. You will build trust, educate callers about processes, and coordinate with our attorneys and team to ensure a smooth client journey.

Ideal candidates bring exceptional communication, empathy, and organization. Spanish-speaking applicants are encouraged to apply, with training provided to help you succeed in a fast-paced, growth-focused firm.

Qualifications

• No legal experience required; strong people skills and empathy are essential.
• Preferred experience includes law firm intake, sales, customer service, or call centers.
• Spanish-speaking candidates are encouraged to apply.

Responsibilities

• Create an outstanding first impression and build trust with prospective clients.
• Answer incoming calls and online inquiries; listen and respond empathetically.
• Explain services, fees, and consultation options; coordinate scheduling.
• Maintain detailed CRM notes and coordinate with attorneys and staff.
• Follow up with leads and monitor pipelines for timely engagement.

Skills

Exceptional communicator

Friendly

Confident

Personable

Compassionate

Organized

Tech-savvy

Empathy

Goal-oriented

Tools

CRM software

Google Workspace

Microsoft Office

Job description

Change Lives Every Day While Helping Build One of Florida's Fastest-Growing Law Firms

For many people, the first call to a law firm comes during one of the most stressful and emotional moments of their lives.

They're scared.

They're overwhelmed.

They're uncertain about what comes next.

Your ability to listen, communicate with empathy, and confidently guide someone through that first conversation can completely change their experience.

At Cooper & Cooper, our Intake Specialists do much more than schedule consultations.

They build trust.

They educate.

They solve problems.

They help people take the first step toward protecting their family, their future, and their peace of mind.

If you genuinely enjoy helping people while thriving in a fast-paced, goal-oriented environment, we'd love to meet you.

Build Your Career With a Firm That Is Growing

Cooper & Cooper has grown into a seven-figure law firm in a remarkably short period of time.

That growth means more people are turning to us for help every day.

We're looking for someone who wants to become an important part of that continued success.

Someone who enjoys connecting with people.

Someone who communicates with confidence.

Someone who understands that exceptional client service and exceptional business results go hand in hand.

If you're looking for a career where your work has a measurable impact every single day, this may be the opportunity you've been waiting for.

Why Cooper & Cooper

What Makes Cooper & Cooper Different?

You're the First Impression of Our Firm

Before a client ever meets one of our attorneys, they'll meet you.

Your professionalism, compassion, confidence, and communication set the tone for everything that follows.

We trust our Intake Specialists with one of the most important responsibilities in our firm because we know first impressions matter.

Helping People Comes First

Conversions matter.

Growth matters.

But those things happen naturally when people feel heard, respected, and genuinely cared for.

Our approach is never high-pressure.

Instead, we focus on understanding each person's situation, educating them about their options, and helping them make informed decisions.

We continually invest in technology, automation, artificial intelligence, and efficient intake systems that allow our team to focus on what matters most - building relationships with prospective clients.

Opportunities to Grow

As Cooper & Cooper continues expanding, there will be opportunities for outstanding team members to take on additional responsibilities, assist with training, contribute to process improvements, and grow into leadership positions.

We invest in people who consistently demonstrate initiative, professionalism, and a commitment to excellence.

The Role

What You'll Do

As an Intake Specialist, you'll be responsible for creating an exceptional first impression while helping prospective clients understand how Cooper & Cooper can help them.

Responsibilities may include:

• Answering incoming telephone calls and online inquiries.
• Building rapport and trust with prospective clients.
• Listening carefully to each caller's situation and asking thoughtful follow-up questions.
• Explaining our services, legal process, and consultation options.
• Helping prospective clients understand legal fees and payment options.
• Scheduling consultations and retaining qualified clients.
• Following up with prospective clients who have not yet made a decision.
• Maintaining detailed notes and accurate records in our CRM.
• Coordinating with attorneys and other team members regarding new matters.
• Monitoring lead pipelines and ensuring timely follow-up.
• Responding promptly to text messages, emails, website inquiries, and chatbot leads.
• Helping continually improve our intake process and client experience.
• Delivering compassionate, professional, and confident communication during every interaction.

The Fit

Who We’re Looking For

We're looking for someone who is:

• An exceptional communicator.
• Friendly, confident, and personable.
• Compassionate without losing focus.
• Comfortable discussing legal fees and payment options.
• Naturally organized and detail-oriented.
• Comfortable using technology and learning new systems.
• Able to remain calm during emotional conversations.
• Goal-oriented and motivated by measurable results.
• Accountable and dependable.
• Professional in every interaction.
• Comfortable receiving feedback and continually improving.
• Excited to help build a growing law firm.

NO LEGAL EXPERIENCE REQUIRED

You Don't Need to Be a Lawyer

You don't need legal experience to succeed in this role.

You do need exceptional people skills.

We'll teach you about our services, our processes, and how we help clients.

What we can't teach is genuine empathy, professionalism, curiosity, and the desire to help people during difficult moments.

If you bring those qualities, we'll provide the training and support to help you succeed.

PREFERRED EXPERIENCE

Preferred Experience

Strong candidates may have experience in:

• Law firm intake.
• Sales.
• Customer service.
• Hospitality.
• Call center environments.
• Client success or account management.
• Medical or dental scheduling.
• Financial services.
• High-volume telephone communication.
• CRM software.
• Google Workspace and Microsoft Office.

Spanish-speaking candidates are strongly encouraged to apply.

Performance

What Success Looks Like

A successful Intake Specialist at Cooper & Cooper:

• Creates an outstanding first impression.
• Builds trust quickly.
• Communicates with empathy and confidence.
• Responds promptly to new inquiries.
• Maintains excellent follow-up.
• Consistently converts qualified leads into clients.
• Keeps accurate CRM notes.
• Works collaboratively with attorneys and staff.
• Takes ownership of performance metrics.
• Looks for ways to continually improve the client experience.
• Represents the Cooper & Cooper brand with professionalism in every interaction.

COMPENSATION & BENEFITS

What We Offer

Our team members receive:

Competitive compensation based on experience and qualifications.

Performance-based bonus opportunities.

Modern technology and continually improving systems.

Ongoing training and professional development.

Meaningful work that truly helps people.

A collaborative workplace built on accountability and teamwork.

Opportunities for advancement as the firm continues to grow.

The opportunity to help build one of Florida's premier law firms.

Specific compensation and benefits will be discussed during the interview process.

A Personal Note

A Personal Note from Anthony Cooper

One phone call can change someone's life.

That's why I believe our Intake Specialists play one of the most important roles in our entire firm.

The people who contact us are often experiencing fear, uncertainty, or one of the most difficult moments they've ever faced.

They deserve someone who listens carefully, treats them with respect, and helps them understand that they don't have to face those challenges alone.

We're looking for someone who genuinely enjoys helping people, takes pride in delivering exceptional service, and understands that every conversation represents an opportunity to make a meaningful difference.

If you're someone who enjoys connecting with people, loves learning, and wants to build a career with a firm that's continually growing, I hope you'll apply.

I'd love the opportunity to learn more about you.

Anthony Cooper
Founder & Managing Partner

Ready to Make a Difference?

If you're excited about helping people, building relationships, and becoming the first impression of one of Florida's fastest-growing law firms, we'd love to hear from you.

Every application is personally reviewed by our hiring team.