Remote Client Intake Specialist — Family Law

SMB Team; Orange (CA); Hybrid; USD 50,000 - 60,000; Full time

Benefits offered by this job

401(K)

PTO

Job summary

SMB Team in Orange, California seeks a Client Intake Specialist to warmly welcome prospective clients, respond to inquiries by phone, email, and text, and guide them through initial onboarding. You’ll help convert leads while maintaining accurate records, in a flexible work setup with a competitive base salary and performance bonuses.

Strong communication and empathy are essential. The role supports a family law practice, with emphasis on rapid, respectful client engagement and precise data

Qualifications

• Minimum high school diploma or equivalent required.
• Sales experience in professional services or law preferred.
• Strong communication and empathy essential.

Responsibilities

• Be the first point of contact for potential clients via calls, emails, and texts.
• Respond promptly to inquiries and guide clients through the onboarding process.
• Document interactions in the firm's digital systems with accuracy.
• Meet or exceed conversion targets and track progress with the team.
• Maintain data integrity and confidentiality.

Skills

Sales experience

Excellent communication

Active listening

Objection handling

Data entry

Computer skills

Phone and email drafting

Self-directed

Education

High School Diploma

Job description

SMB Team in Orange, California seeks a Client Intake Specialist to warmly welcome prospective clients, respond to inquiries by phone, email, and text, and guide them through initial onboarding. You’ll help convert leads while maintaining accurate records, in a flexible work setup with a competitive base salary and performance bonuses.

Strong communication and empathy are essential. The role supports a family law practice, with emphasis on rapid, respectful client engagement and precise data