Lead Client Intake Specialist: CRM & Quick Follow-Up

Zimmer & Rens LLC; La Crosse (WI); On-site; USD 32,000 - 37,000; Full time

Job summary

Zimmer & Rens LLC is seeking a Lead Intake Specialist to own the first experience for every client. You’ll respond to inquiries by phone and email, gather essential information, and route leads to the right attorney and paralegal team in a fast, organized manner.

You will work with a paperless system, maintain accurate records in CRM, and help refine intake processes as the firm grows in Wisconsin. Prior intake or front-desk experience is preferred.

Qualifications

• 1+ years in client intake, reception, customer service, or sales.
• Warm, professional phone manner and clear writing.
• Organizational skills; manage many leads and keep records.
• Respect for confidential information; no legal advice given.
• Comfort with CRM and paperless workflows; Smokeball a plus.

Responsibilities

• Respond quickly and professionally to new inquiries by phone and email.
• Gather key information using intake questions to match with the right attorney.
• Enter and track leads in CRM; run conflict checks and monitor status.
• Assign leads to attorneys and paralegals with clear summaries.
• Schedule consultations and follow up with non-responsive prospects.
• Explain consultations, fees, and retainers clearly.
• Spot urgent matters and escalate as needed.
• Help refine intake workflows, templates, and automations.

Skills

Warm communication

Written communication

Organization

Discretion

Tech literacy

Education

HS diploma

Tools

CRM

Smokeball

Practice-management software

Job description

Zimmer & Rens LLC is seeking a Lead Intake Specialist to own the first experience for every client. You’ll respond to inquiries by phone and email, gather essential information, and route leads to the right attorney and paralegal team in a fast, organized manner.

You will work with a paperless system, maintain accurate records in CRM, and help refine intake processes as the firm grows in Wisconsin. Prior intake or front-desk experience is preferred.