Intake Specialist

Crisp Recruit; United States; Remote; USD 42,000 - 54,000; Full time

Job summary

Elliott Frazier Law in the United States seeks an Intake Specialist to be the primary contact for new clients in Family Law and Personal Injury. You will manage intake, communicate the value of paid consultations, and introduce our services professionally.

This role emphasizes empathy, strong communication, and meticulous data management, with remote ET-hour work and opportunities to collaborate with senior attorneys for growth.

Qualifications

• Sales experience with the ability to handle objections.
• Excellent verbal communication and a clear phone demeanor.
• High empathy and professionalism when dealing with distressed clients.
• Strong organizational skills with attention to detail and follow-through.
• Familiarity with Lead Docket preferred; willingness to learn.
• Bilingual Spanish is a plus for diverse client communication.
• Proficiency with Outlook/Office 365 for email and scheduling.
• Ability to work remotely with proactive communication.

Responsibilities

• Serve as the main point of contact for all new client intake across Family Law and Personal Injury.
• Effectively communicate the value of paid consultations and encourage scheduling and payment.
• Coordinate on-site and remote consults to ensure timely readiness.
• Qualify and triage prospective Personal Injury clients to align with firm capabilities.
• Enter and update lead information in Lead Docket for follow-up.
• Manage calendar bookings in Lead Docket and Outlook with attorneys.
• Follow up with no-show clients to reschedule consultations.
• Coordinate conflict checks and maintain a conflict log for smooth service.
• Assist in refining intake scripts and processes to improve efficiency.

Skills

Sales experience

Communication skills

Empathy

Organizational skills

Lead Docket proficiency

Bilingual Spanish

Outlook/Office 365

Remote work

Tools

Lead Docket

Outlook

Job description

Are you skilled in delivering empathetic and efficient client interactions, especially in high-stress situations?

Can you confidently communicate the value of legal consultations and handle objections with ease?

Are you adept at managing intake processes for both Family Law and Personal Injury cases?

Do you thrive in a dynamic environment where your contributions directly impact client experience and firm growth?

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

Elliott Frazier Law is a distinguished legal institution rooted in a legacy of empathy and justice. Founded by Angela Frazier, the firm has built a reputation for excellence in Family Law and Personal Injury cases. Our mission is not only to represent our clients but also to empower them through compassionate advocacy and personalized solutions.

Inspired by a personal family tragedy, Angela Frazier has made it her life’s work to seek justice for others. This commitment is reflected in our comprehensive legal services, covering a wide range of areas from divorce and child custody to personal injury and wrongful death. Our firm stands out for its dedication to client-centered advocacy, ensuring that every client feels supported and informed throughout their legal journey.

The Intake Specialist role at Elliott Frazier Law is a crucial gateway to delivering compassionate, high-quality legal representation. As the main point of contact for new clients, you will be instrumental in managing intake processes for both Family Law and Personal Injury cases. This position supports our mission of client-centered advocacy by ensuring that each prospective client receives a personalized and professional introduction to our services, thereby enhancing their overall experience and satisfaction.

What you’ll do:

• Client Contact: Serve as the main point of contact for all new client intake across Family Law and Personal Injury.
• Consultation Sales: Effectively communicate the value of paid consultations to prospective Family Law clients, encouraging them to schedule and pay for initial appointments.
• Consultation Coordination: Ensure that on-site intake staff are ready for in-person consults or contact and transfer remote consults in a timely manner.
• Client Qualification: Quickly qualify and triage prospective Personal Injury clients, ensuring that cases align with firm capabilities.
• Data Management: Enter and update lead information in Lead Docket, ensuring data accuracy and thoroughness for effective follow-up.
• Scheduling: Manage calendar bookings in both Lead Docket and Outlook, coordinating with attorneys to streamline consultation scheduling.
• Follow-Up: Conduct follow-up calls with no-show clients to reschedule consultations, maintaining client engagement and prospect retention.
• Conflict Resolution: Coordinate quick conflict checks and maintain a conflict log to prevent scheduling issues and ensure seamless client service.
• Script Development: Assist with refining intake scripts and processes, enhancing the firm’s efficiency and client service quality.

What we’re looking for:

• Sales Experience: Proven phone-based sales experience with strong objection handling skills.
• Communication Skills: Outstanding verbal communication with a clear, understandable phone demeanor.
• Empathy: High level of empathy and professionalism when dealing with distressed clients.
• Organizational Skills: Strong organizational skills with attention to detail and reliable follow-through.
• Lead Docket Proficiency: Experience with Lead Docket preferred, with a willingness to learn and use effectively.
• Language Skills: Bilingual Spanish is a strong plus, enhancing communication with a diverse client base.
• Tech Skills: Proficiency with Outlook/Office 365 for email and scheduling purposes.
• Remote Work: Self-directed and reliable in a remote environment, with proactive communication skills. Remote (global) role with set Eastern Time hours (8:30am–5:00pm ET, Mon–Fri; 30-min lunch).

Why you should work here:

• High-Impact Role: Your work will directly influence the firm’s revenue and reputation by shaping the initial client experience.
• Leadership Exposure: Collaborate closely with leadership, gaining insights and mentorship from senior attorneys.
• Autonomy: Enjoy significant autonomy in managing intake processes and contributing to process improvements.
• Growth Opportunities: Engage in an environment that encourages professional development and skill enhancement.
• Technology Access: Firm provides email and cloud logins, ensuring all tools for success are available.
• Competitive Compensation: Competitive monthly compensation including performance based incentives based on experience and skill set.

This role is an extraordinary opportunity to make a meaningful impact at Elliott Frazier Law. If you are passionate about client service and thrive in a dynamic, professional environment, we invite you to apply and become a pivotal part of our team. Your expertise will shape client experiences and contribute to our legacy of compassionate and effective legal advocacy.