Intake Specialist

NextLaw PLLC; Tacoma (WA); On-site; USD 52,000 - 70,000; Full time

Benefits offered by this job

Full medical benefits (includingDepend

Dental and vision coverage

Four weeks annual PTO

Sick pay per state law

401(k) with 4% employer match

Paid parking

Job summary

NextLaw PLLC, Tacoma's growing criminal and injury law firm, seeks an Intake Specialist to be the first contact for clients, shaping their experience with empathy and efficiency.

You will manage 10-15 intake calls daily, qualify leads, and coordinate with attorneys to convert consultations into signed cases, while maintaining meticulous records in Clio. A Spanish-speaking candidate is highly valued and a path to leadership awaits.

Qualifications

• Minimum 1–3 years of experience in a legal intake environment, preferably PI or criminal.
• Proven ability in objection handling and ethical sales practices.
• Strong organizational, note-taking, and follow-through skills.
• Bilingual Spanish is a valuable asset.

Responsibilities

• Handle 10–15 intake calls daily for criminal and personal injury cases.
• Conduct confident consultation calls to qualify leads and convert interactions into signed cases.
• Address pricing and payment plan concerns with client-centered solutions.
• Send post-call follow-ups and help improve the follow-up system (templates, cadence, messaging and assets).
• Maintain accurate records and track leads in Clio.
• Collaborate with attorneys and staff for timely updates and better team synergy.
• Refine the intake process through training and best practices.

Skills

Intake experience

Sales skills

Communication skills

Multitasking

Problem solving

Learning mindset

Bilingual Spanish

Tools

Clio CRM

Job description

Are you driven to transform stressful situations into seamless client experiences?

Do you have what it takes to be the cornerstone of a dynamic legal intake team?

Are you ready to innovate and lead within a high-impact, growth-oriented firm?

Can you balance empathy with efficiency to convert consultations into meaningful outcomes?

Final question: When faced with a challenge, do you get excited or run away?

NextLaw is the Northwest's fastest growing and highest rated Criminal and Injury Law Firm, a distinction we've earned through a steadfast commitment to delivering exceptional results and compassionate client service. Founded by former prosecutor Dan Gerl, our firm handles a wide range of legal issues including DUI, criminal defense, personal injury, and wrongful death, among others. With over twenty years of dedicated service, thousands have trusted Dan and his team to guide them through some of the most challenging periods of their lives.

Our mission is streamlined and robust: to ensure the best possible client experience and results. We aren't just any legal team. We are a results-driven group that prioritizes the unique perspective of each client, ensuring they are equipped with a strategic, winning plan.

Consequently, we boast an impressive track record of acquittals, dismissals, settlements, and verdicts that underscore the effectiveness of our strategies. Located in the thriving hubs of Tacoma and Olympia, we are deeply committed to and embedded in our community.

The Intake Specialist role is pivotal to NextLaw's mission of providing unmatched legal service and outcomes to our clients. In this role, you will serve as the initial point of contact, representing the firm's compassionate and professional reputation. Your work will have a direct impact on client satisfaction and retention, as well as the firm's overall growth and success. As an integral part of our team, you'll support, nurture, and guide clients through their legal journeys, ensuring every interaction is steeped in empathy, respect, and strategic acumen.

What you’ll do:

• Client Engagement: Handle 10-15 intake calls daily for criminal and personal injury cases, ensuring each call is informative and engaging.
• Consultation Management: Conduct confident, consultative calls to qualify leads, build rapport, and convert interactions into signed cases.
• Objection Handling: Address pricing and payment plan concerns, offering solutions that align with client needs and firm policies.
• Follow-up Excellence: Send post-call follow-ups using firm videos and assets to maintain engagement and improve conversion rates. You will also help build and continuously improve our follow-up system (templates, cadence, messaging, and assets) so leads don’t fall through the cracks.
• Systems Management: Maintain accurate records and track leads in Clio,; utilize tools effectively.
• Collaboration: Work closely with attorneys and staff providing timely updates and enhancing team synergy.
• Process Improvement: Continuously refine the intake process using training and best practices to boost efficiency and effectiveness.

What we’re looking for:

• Intake Experience: Minimum 1-3 years in a legal (preferably PI or criminal) setting, handling client intake processes.
• Sales Skills: Proven ability in objection handling and ethical sales practices, with confidence in discussing payment plans.
• Tech Proficiency: Familiarity with Clio is preferred.
• Communication Skills: Excellent organization, note-taking, and follow-through with strong verbal and written communication.
• Multitasking Ability: Capable of managing multiple leads and tasks simultaneously, effectively prioritizing as needed.
• Problem Solving: Proactive approach in identifying problems and implementing innovative solutions.
• Learning Mindset: Open to continuous improvement and self-education to enhance skills and productivity.
• Bilingual Capability: Spanish fluency is a valuable asset in serving a diverse client base.

Why you should work here:

• High-Impact Role: Your work will have a significant impact on the firm’s growth and client satisfaction.
• Autonomy and Ownership: Opportunity to shape and improve the intake function, making it uniquely yours.
• Career Growth: Clear pathway to advance into leadership roles within the intake department.
• Learning Environment: Access to premier training resources and encouragement to innovate with support from firm leadership.
• Comprehensive Benefits: Full medical benefits, including dependents, along with dental and vision coverage.
• Generous PTO: Four weeks annual paid time off, with additional sick pay according to state law.
• Retirement Savings: 401(k) plan with a 4% employer match, fully vested from day one.
• Paid Parking: Covered parking provided for all employees.

This is more than just an intake specialist position - it is a chance to shape the future of client engagement at NextLaw. If you are motivated by meaningful challenges, ready to collaborate with a team of dedicated legal professionals, and eager to drive the firm’s growth and success, we invite you to apply. Join us in our mission to provide unparalleled legal service and make a real difference in our clients’ lives.