Remote Client Intake Specialist (High-Touch Legal)

ADP, Inc.; Irvine (CA); Remote; USD 60,000 - 70,000; Full time

Job summary

The Estate Lawyers in Irvine, CA are seeking an Intake Coordinator to guide prospective clients through discovery and engagement, helping them understand legal needs and move toward engagement with the firm.

You will be the first voice clients hear, handling consultations, gathering case details, and presenting our value in alignment with their goals, while maintaining compassionate, client-focused service in a fast-paced environment.

Qualifications

• 3+ years of experience in consultative sales or high-touch client experience.
• Experience selling luxury services/products is strongly preferred.
• Experience in a law firm or estate/probate environment a plus.
• Prior legal intake, real estate, or high-end financial services background is ideal.

Responsibilities

• Conduct consultations (by phone, Zoom, or in-office) with prescreened potential new clients (PNCs).
• Collect and document relevant case facts with compassion and clarity.
• Present our firm’s value in a way that aligns with the PNC’s core pain points and future goals.
• Identify whether our legal team is the right fit for the matter.
• Guide qualified PNCs through our engagement process with confidence.
• Draft retainer agreements and ensure smooth transition to legal production team.
• Follow up with undecided PNCs using scheduled contact sequences and CRM tools.
• Maintain accurate intake records in Clio Manage and HubSpot.
• Coordinate with attorneys for retainer reviews, intake notes, and legal conflict checks.

Skills

Sales experience

Communication

CRM proficiency

Time management

Emotional intelligence

Coachable

High energy

Tools

Clio Manage

HubSpot

Adobe Sign

Job description

The Estate Lawyers in Irvine, CA are seeking an Intake Coordinator to guide prospective clients through discovery and engagement, helping them understand legal needs and move toward engagement with the firm.

You will be the first voice clients hear, handling consultations, gathering case details, and presenting our value in alignment with their goals, while maintaining compassionate, client-focused service in a fast-paced environment.