Client Intake Specialist

Job Title: Client Intake Specialist (Remote – U.S.)
Company: Klein & Sheridan, LC – Consumer Protection Law Firm
Website: www.kleinsheridan.com

About Us
Klein & Sheridan, LC is a small but growing consumer protection law firm. We represent individuals in disputes with mortgage companies, debt collectors, credit reporting agencies, and other large financial institutions. Our work is mission-driven: we help real people facing stressful financial and credit problems.

We are building a dedicated intake team and are hiring a Client Intake Specialist to be the first point of contact for potential clients.

Responsibilities

• Answer and return inbound calls and web inquiries from potential clients
• Conduct structured intake interviews to gather key facts, timelines, and documents
• Listen empathetically to people in stressful situations while keeping the conversation focused
• Use firm criteria and checklists to identify whether a matter is likely a good fit
• Clearly communicate next steps, including when we cannot take a case
• Prepare concise summaries for attorney review
• Enter and update information accurately in intake/case-management systems
• Upload and organize documents and maintain orderly digital files
• Track lead status (new, in review, declined, converted to client)
• Follow up with potential clients for missing information or documents
• Coordinate with attorneys and staff to schedule consultations or follow-up calls

What We’re Looking For

Core Traits

• Empathetic but firm: You can be kind and patient, and still say “no” when a case is not a fit
• Calm under pressure: Comfortable speaking with anxious or upset callers
• Detail-oriented: You notice inconsistencies and ask good follow-up questions
• Organized: You follow processes and keep information up to date
• Clear communicator: You explain things in plain, everyday language

Required Qualifications

• Experience in intake, customer service, call center, legal assistant, social services, or another client-facing role
• Strong phone presence and professional written communication
• Comfortable working in a paperless, tech-heavy environment (multiple software systems)
• Ability to handle confidential information with discretion
• Able to work full-time during standard business hours in Eastern Time

Preferred Qualifications

• Experience with consumer law, debt collection, mortgage/foreclosure, credit reporting, or financial services
• Prior experience in a plaintiff-side law firm or legal environment
• Familiarity with intake or case-management software (e.g., Clio, Lawmatics, or similar tools)
• Experience working remotely and collaborating with a distributed team

Job Type, Location, Compensation & Benefits

• Job Type: Full-time
• Location: Remote (must be located in the United States)
• Schedule: Monday–Friday, standard business hours (Eastern Time)
• Compensation: Competitive salary commensurate with experience
• Benefits:
• Health insurance
• Life insurance
• Disability insurance
• Paid time off
• Sick leave
• Performance bonuses
• Start Date: Flexible; typically within 30 days of hire

How to Apply

Please apply through Indeed and upload:

• Your resume, and
• A brief cover letter describing:
• Why you are interested in consumer protection work
• A time when you had to be empathetic but still say “no” to someone
• Any experience you have with high-volume intake, triage, or call handling

Pay: $17.67 - $23.50 per hour

Expected hours: 40.0 per week

Benefits:

• 401(k)
• 401(k) matching
• Health insurance
• Life insurance
• Paid sick time
• Paid time off
• Profit sharing

Work Location: Remote