Intake Specialist: Fast, Professional Client Onboarding

Ramos Law; Northglenn (CO); On-site; USD 40,000 - 55,000; Full time

Job summary

Ramos Law is seeking an Intake Representative to support initial client evaluation by conducting intake calls, following scripts, and documenting prospective client information in real time. You will manage leads, prioritize follow-ups, and ensure clear communication with clients while maintaining confidentiality and data accuracy across case management systems.

The role requires strong organization, attention to detail, and the ability to follow established processes, escalate issues, and meet

Qualifications

• High school diploma or equivalent.
• 1+ years in customer service, call center, or similar client-facing roles.
• Clear, professional verbal communication and ability to follow scripts.
• Strong organizational skills and reliability in multi-tasking.
• Attention to detail and accurate documentation.
• Ability to use computer systems to enter information in real time.
• Proficiency with Microsoft applications.
• Bilingual or multilingual communication is a plus.

Responsibilities

• Lead Management & Prioritization – Manage assigned leads per firm guidelines with timely outreach.
• Client Contact & Communication – Serve as initial contact using approved scripts and messaging.
• Intake & Case Evaluation – Conduct intake calls and screen eligibility per criteria.
• Documentation & Systems – Enter intake information in real time in case management systems.
• Escalation & Support – Identify issues and escalate per procedures.
• Performance & Accountability – Meet response time, call volume, and quality targets.

Skills

Verbal communication

Follow scripts

Organization

Attention to detail

Documentation

Microsoft Office

Multilingual

Customer service

Time management

Education

High school diploma or equivalent

Tools

CRM

Case management software

Job description

Ramos Law is seeking an Intake Representative to support initial client evaluation by conducting intake calls, following scripts, and documenting prospective client information in real time. You will manage leads, prioritize follow-ups, and ensure clear communication with clients while maintaining confidentiality and data accuracy across case management systems.

The role requires strong organization, attention to detail, and the ability to follow established processes, escalate issues, and meet