Modern Family Law
Family Law
IntakeSpecialist
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“Intake Specialist at Modern Family Law. Skills: Client communication, Client record management, Client follow-up. 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.”
Industry & Context.
Must be able to work a MST timezone shift.
What They're Looking For.
Must Have
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., Ability to work from home with a reliable internet connection and to set up a workstation that supports productive work during normal business hours., Proficiency with Apple products and CRM systems, Typing speed of 50 WPM or higher, Excellent attention to detail., Ability to communicate calmly and effectively with clients in stressful situations, demonstrating empathy and professionalism., Organizational skills and the ability to prioritize multiple competing tasks in a fast-paced environment., Client-focused mindset, dedicated to delivering exceptional service and fostering positive client relationships.
Nice to Have
Experience in legal intake or a client service role is a plus.
What You'll Do.
Monitor and respond promptly to inquiries across email
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.
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
or chat to address questions
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 escalate 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.
How You'll Work.
Team & Collaboration
Collaborate with other departments, including marketing, IT, and sales, to ensure smooth client experiences.; Collaborate effectively within a supportive, professional work culture.
Communication Scope
Excellent written and verbal communication skills with the ability to handle client interactions with care and clarity.
Full Job Description
**Modern Family Law** , a rapidly expanding law firm specializing in Family Law, is seeking a **remote** **Intake Specialis** t to join our sales team in **Colorado, Texas or Georgia**. _**This candidate will be required to work a MST timezone shift**_ _._ If you are a dedicated professional seeking a dynamic and rewarding career in client services, this is your opportunity to shine with a leading firm. As a key member of our intake department, you will play a critical role in welcoming potential clients and guiding them through their initialinteractions with the firm. Your ability to communicate clearly and empathetically, manage client records with precision, and collaborate with other departments will ensure a positive and seamless intake experience. **Primary Duties: ** * 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 facilitatingretainer 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 escalate them to attorneys or senior intake team members as necessary. * Actively participate in weekly intake meetings and contribute to continuous im
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