Remote Client Intake Specialist (Contract to Hire)

Jobot Consulting; Los Angeles (CA); Remote; USD 37,000 - 51,000; Full time

Benefits offered by this job

Medical

Dental

Vision

401k

Job summary

Jobot Consulting in Los Angeles, CA is seeking a Client Intake Specialist for a 100% remote, contract-to-hire opportunity. You will be the first point of contact for potential clients, gather and protect confidential information, and coordinate with attorneys to set consultations.

The role emphasizes client service, data accuracy, and collaboration with marketing. The ideal candidate has 1+ year in a similar legal role, strong client communication, and experience with CRM systems.

Qualifications

• 1+ years of experience in a similar role within the Legal industry
• Experience acquiring new clients and communicating with clients
• Proficiency with legal software and CRM systems

Responsibilities

• Serve as the first point of contact for potential clients, providing a professional impression
• Gather, organize, and input client information confidentially
• Conduct initial client interviews to assess fit for services
• Coordinate with attorneys to schedule consultations and follow-ups
• Manage the client intake process to ensure efficiency and client satisfaction
• Provide prompt, professional responses to client questions and concerns
• Maintain knowledge of firm services and legal expertise to guide clients
• Collaborate with marketing to follow up on leads and convert prospects
• Develop strategies to improve client intake processes

Skills

Legal administration

CRM systems

Client communication

Interpersonal skills

Legal terminology

Education

Bachelor's degree in law or business

Tools

Legal software

Job description

Jobot Consulting in Los Angeles, CA is seeking a Client Intake Specialist for a 100% remote, contract-to-hire opportunity. You will be the first point of contact for potential clients, gather and protect confidential information, and coordinate with attorneys to set consultations.

The role emphasizes client service, data accuracy, and collaboration with marketing. The ideal candidate has 1+ year in a similar legal role, strong client communication, and experience with CRM systems.