Remote Intake Specialist — Family Law Client Services

Modern Family Law; Texas; Remote; USD 46,000 - 52,000; Full time

Benefits offered by this job

Health insurance

Job summary

Modern Family Law in Texas is expanding our intake team, a primarily remote role handling inquiries across email, chat, and web forms, guiding prospective clients through the intake process and ensuring accurate CRM records.

You will conduct conflict checks, schedule consultations, follow up with leads, and collaborate with marketing, IT, and attorneys. The position offers flexibility to work remotely with occasional in-office meetings as needed and compensation in the listed hourly range.

Qualifications

• Two to Five (2-5) years of experience in sales, customer service, or a related field, with a proven track record of client engagement and follow-up.
• Experience in legal intake or a client service role is a plus.

Responsibilities

• Monitor and respond promptly to inquiries across email, chat, and web forms, providing potential clients with information about the firm’s services and setting expectations for the intake process.
• Conduct conflict checks to ensure compliance with firm policies.
• Answer incoming calls with professionalism and empathy, transferring calls to the appropriate team members, and handling voicemails and follow-ups as needed.
• Manage and update client records in the CRM, ensuring accuracy and timeliness in data entry.
• Distribute, collect, and process fee agreements and credit card authorizations, entering details into the system with precision and facilitating retainer fee transactions.
• Schedule meetings and initial consultations for attorneys, coordinating with both clients and firm calendars.
• Follow up with potential clients via phone, email, or chat to address questions, encourage engagement, and guide them through the next steps.
• Track and log follow-up activities to maintain a complete record in the CRM.
• Identify high priority leads and escal ate them to attorneys or senior intake team members as necessary.
• Actively participate in weekly intake meetings and contribute to continuous improvement efforts within the intake department.
• Collaborate with other departments, including marketing, IT, and sales, to ensure smooth client experiences.

Skills

Communication

Organization

Attention to detail

Collaboration

Adaptability

CRM proficiency

Tools

Apple products

CRM software

Job description

Modern Family Law in Texas is expanding our intake team, a primarily remote role handling inquiries across email, chat, and web forms, guiding prospective clients through the intake process and ensuring accurate CRM records.

You will conduct conflict checks, schedule consultations, follow up with leads, and collaborate with marketing, IT, and attorneys. The position offers flexibility to work remotely with occasional in-office meetings as needed and compensation in the listed hourly range.