Intake Specialist

Maimone Legal; Fort Lauderdale (FL); On-site; USD 40,000 - 55,000; Full time

Job summary

Maimone Legal in Fort Lauderdale, FL seeks a Client Intake Specialist to greet prospective clients, assess goals, explain how the process works, and guide them to the right next steps. This on-site, full-time position handles warm inbound inquiries across immigration, business, and estate planning.

You’ll collaborate with the legal team, keep organized notes in the CRM, and maintain a smooth handoff to attorneys.

Qualifications

• 2+ years in a client-facing role in a professional setting.
• Confident on the phone and on video calls.
• Clear, professional written and verbal communication.
• Strong follow-up habits and ability to manage several conversations.
• On-site work in Fort Lauderdale, Monday–Friday.

Responsibilities

• Speak with prospective clients by phone and video, making their first contact positive.
• Listen for clients' goals, timeline, and circumstances and gather needed details.
• Explain services and process clearly and help clients choose the next step.
• Follow up consistently until a decision is made.
• Keep detailed notes and an organized pipeline in the CRM.
• Collaborate with intake and legal teams for smooth handoffs.
• Address questions and objections with patience and professionalism.

Skills

Client-facing

Phone & video calls

Written communication

Follow-up discipline

CRM usage

Tools

CRM

Job description

Client Intake Specialist

On-Site | Full-Time | Monday–Friday | $40,000–$55,000/year | Fort Lauderdale, FL

About the Role

You’ll be the first person a prospective client speaks with at Maimone Legal. These are warm inbound inquiries — people who already reached out about immigration, business, or estate planning help. Your job is to listen, understand what they’re trying to accomplish, explain how our process works, and help them figure out the right next step.

This isn’t cold calling. It’s client care at the moment it matters most, and it takes someone who’s genuinely good with people — patient, organized, and comfortable guiding someone through an important decision. If you’ve built your career on making people feel taken care of, this role has room to grow as the firm does.

Relevant Backgrounds:

• Legal Intake
• Client Intake
• Customer Service
• Client Relations
• Guest Services
• Hospitality
• Inside Sales
• Client Success
• Patient Coordinator

What You’ll Do

• Speak with prospective clients by phone and video, and make their first contact with the firm a good one
• Listen for each client’s goals, timeline, and circumstances, and ask the questions our legal team needs answered
• Explain our services and process clearly, and help clients understand the right next step
• Follow up consistently until a client makes a decision
• Keep detailed, accurate notes and an organized pipeline in our CRM
• Work closely with the intake and legal teams so cases hand off cleanly
• Handle questions, concerns, and objections with patience and professionalism

What We’re Looking For

Required

• 2+ years in a client-facing role — legal intake, customer service, guest services, client relations, or consultative sales
• Confident on the phone and on video calls
• Clear, professional written and verbal communication
• Strong follow-up habits and comfort managing several conversations at once
• Able to work on-site in Fort Lauderdale, Monday through Friday

Preferred

• Bilingual in English and Spanish, or another additional language
• Legal intake or law firm experience
• Familiarity with immigration services
• CRM experience
• Hospitality, guest services, real estate, or high-ticket sales background

Compensation

$40,000 base salary, plus performance-based bonuses tied to how well you serve and convert the clients who come to us.

Who We Are

Maimone Legal is a family-run, immigrant-owned law firm in Fort Lauderdale practicing immigration, business, and estate planning law. Our founders immigrated from Canada themselves, so we understand what our clients are going through.

We go beyond paperwork — clients get strategies built for their situation and direct access to the professionals handling their case. Every person on our team shapes that experience.

Learn More: https://maimonelegal.com