Strategic Client Intake & Onboarding Specialist

Merlin Law Group; Tampa (FL); On-site; USD 42,000 - 65,000; Full time

Benefits offered by this job

Competitive salary

Medical insurance

Dental insurance

Vision insurance

401(k) with match

Disability benefits

Job summary

Merlin Law Group in Tampa, FL is seeking a Client Intake Specialist to welcome prospective clients and guide them through the intake process. You will gather factual information, collect documentation, and prepare complete intake packages for attorneys, while maintaining a high-touch, professional client experience.

The ideal candidate communicates exceptionally well, stays organized, and moves leads forward using CRM systems like HubSpot, Litify, or Salesforce.

Qualifications

• Experience in legal intake, customer service, insurance, claims, sales, account management, or other high-touch client environments preferred.
• Experience with HubSpot, Litify, Salesforce, or similar systems is a plus.

Responsibilities

• Serve as a primary point of contact for prospective clients throughout the intake process.
• Conduct professional, structured intake conversations and gather required factual information.
• Build rapport and create a high-touch, responsive client experience.
• Manage assigned leads and proactively move them through the intake process.
• Request, collect, organize, and track required documentation.
• Follow up consistently by phone, text, and email to prevent leads from stalling.
• Review information for completeness and obvious inconsistencies.
• Identify when additional information or escalation is needed.
• Prepare clear, accurate intake records and factual summaries for attorney review.
• Maintain complete and accurate information in HubSpot, Litify, and other firm-approved systems.
• Recognize high-value, strategic, unusual, or time-sensitive opportunities and promptly escalate them.
• Work closely with Intake leadership, attorneys, assistants, Marketing, and Operations to ensure smooth handoffs and a consistent client experience.
• Support lead tracking, conversion visibility, and continuous improvement of the intake process.

Skills

Communication skills

Phone presence

Rapport building

Customer service

Organization

Attention to detail

Lead management

CRM experience

Tools

HubSpot

Litify

Salesforce

Job description

Merlin Law Group in Tampa, FL is seeking a Client Intake Specialist to welcome prospective clients and guide them through the intake process. You will gather factual information, collect documentation, and prepare complete intake packages for attorneys, while maintaining a high-touch, professional client experience.

The ideal candidate communicates exceptionally well, stays organized, and moves leads forward using CRM systems like HubSpot, Litify, or Salesforce.