client intake specialist

Douglas Family Law Group

What You&rsquo;ll Do:<ul><li>Spearhead lead generation, qualification, and conversion for high-end legal services;</li><li>Manage a robust pipeline via CRM and metrics tracking;</li><li>Communicate with polish and empathy to high-net-worth prospects;</li><li>Collaborate and execute on digital marketing initiatives and outreach tactics.</li></ul>What You&rsquo;re Bringing:<ul><li>Proven track record selling luxury or premium services (legal, financial, concierge, etc.);</li><li>Pipeline/CRM experience&mdash;strong lead conversion history;</li><li>Sophisticated presence and strong emotional intelligence;</li><li>Tech-savvy, entrepreneurial, proactive mindset.</li></ul>Why Join Us:<ul><li>We&rsquo;re a high-tech, growth-minded family law firm using innovation + empathy.</li><li>Help build our sales engine from day one&mdash;creatively qualify elite clients.</li><li>Be a strategic partner in a modern legal environment.</li></ul>Experience in legal sales is preferred. Please include an example of a premium client conversion and pipeline management strategy. This is a required component of your application in order to be considered.Apply NowTo apply, submit your resume and a brief cover letter.Join us and lead impactful family law cases, mentor a talented team, and help shape the future of modern, client-centered legal service.Equal Opportunity EmployerWe celebrate diversity and are committed to building an inclusive environment where all legal professionals can thrive.Job Type: Full-timePay: $60,000.00 - $65,000.00 per yearBenefits:<ul><li>401(k)</li><li>401(k) matching</li><li>Dental insurance</li><li>Health insurance</li><li>Life insurance</li><li>Paid time off</li><li>Vision insurance</li></ul>Work Location: In person

Client Intake Specialist

Hembree Bell Law

<div>We're Hiring: Client Engagement Specialist (Sales)
Location: Austin
Employment Type: Full-Time
About Hembree Bell Law
Hembree Bell Law, PLLC is a modern, tech-forward family law firm based in Austin, TX. We help good people through hard things&mdash;divorce, custody battles, and everything in between&mdash; without losing their sanity, kids, or financial future in the process.
We&rsquo;re more than just a law firm. Our founder is on a mission to empower women with the knowledge and confidence they need to navigate divorce, live their best lives, and reach their full potential.
We are seeking a Client Engagement Specialist (CES) to join our dynamic team and be the first point of contact for prospective clients.
Position Overview:
As a Client Engagement Specialist, you&rsquo;ll be the face of the Firm to new clients. This is a &quot;non-attorney role&quot; focused on sales and client intake. Your goal is to conduct initial consultations with prospective clients, convert them into active clients, and ensure a smooth onboarding experience to the legal team.
What You&rsquo;ll Do:<ul><li>Serve as the initial point of contact for prospective clients.</li><li>Conduct consultations to assess client needs and determine if the Firm is a good fit.</li><li>Convert qualified leads into clients through a structured engagement process.</li><li>Prepare Engagement Agreements under the supervision of an attorney.</li><li>Coordinate with the Intake Specialist to schedule strategy sessions or case evaluations.</li><li>Maintain accurate client intake documentation and ensure clear handoff to the legal team.</li><li>Make reminder calls or send appointment messages to ensure client attendance.</li></ul>
Who You Are:<ul><li>Experienced in a sales or client-facing role&mdash;legal or service industry experience preferred.</li><li>Comfortable engaging with people during emotionally charged situations.</li><li>Detail-oriented, organized, and a proactive communicator.</li><li>Able to maintain strict boundaries around the unauthorized practice of law (no legal advice).</li><li>Ready to work closely with a team and under the guidance of attorneys.</li></ul>
Why Join Us?<ul><li>Opportunity to make a difference in clients&rsquo; lives.</li><li>Supportive, collaborative, and respectful work environment.</li></ul>
* Comprehensive benefits package including **medical, dental, and vision insurance**.<ul><li>401(k) retirement plan with company match.</li><li>Paid Time Off (PTO) and holidays.</li><li>Clear systems, training, and supervision to help you succeed.</li><li>Growth potential within a mission-driven firm.</li></ul>
Ready to help people take the first step toward legal solutions?
Apply now and become a key part of the Hembree Bell Law team!</div>

Client Engagement Specialist

Caldwell Wenzell & Asthana

Personal Injury Intake SpecialistOverviewThe intake specialist is the face of our firm and is often one of the first people clients will speak with after undergoing a traumatic experience. Candidates must be understanding and also be able to demonstrate that our firm is ready and willing to fight on their behalf.DescriptionOur rapidly-growing law practice is seeking a full-time legal intake specialist to join our team! The Intake Specialist provides the first impression of our firm by processing and determining prospective cases from potential clients. You&rsquo;ll survey prospective clients and empathize with them on the details of their case, manage new client onboarding and data entry, and help book and manage their appointments. This position plays a vital role in providing new clients with excellent client service. If you have prior customer service experience, great communication skills, and a passion for helping others, apply today!Responsibilities&middot; Evaluate prospective client inquiries and phone calls, analyzing their case fit and making sure they feel seen and heard.&middot; Making outbound calls to our leads.&middot; Supervise new client onboarding and current client files through data entry and paperwork collection to ensure our cases are managed efficiently.&middot; Work with marketing to collaborate on outbound sales tactics and partnerships with other law firms in order to help bring in new cases.Qualifications&middot; High school diploma or equivalent required&middot; Previous customer service or sales experience preferred&middot; Possesses outstanding communication skills and sense of empathy&middot; CRM and case management software experience a plus&middot; Solid data entry and computer skills&middot; Previous legal experience a plusBenefits Competitive salaryFull-time position in our Mobile locationBenefits: Health Insurance, 401(k), Paid Time Off, Paid HolidaysJob Type: Full-timePay: $40,000.00 per yearBenefits:<ul><li>401(k) matching</li><li>Health insurance</li></ul>Education:<ul><li>High school or equivalent (Preferred)</li></ul>Experience:<ul><li>Microsoft Office: 3 years (Preferred)</li></ul>Language:<ul><li>Spanish (Preferred)</li></ul>Work Location: In person

Personal Injury Intake Specialist

Finch Legal

Legal Intake SpecialistThis RoleIntake Specialists are the first voice potential clients hear from Finch. You&rsquo;ll build trust in minutes, qualify cases, and ensure every eligible client signs quickly and seamlessly. This 24/7 team is the front line of Finch&rsquo;s client experience.Responsibilities: <ul><li>Answer inbound calls for multiple Law Firms with empathy and professionalism</li><li>Qualify cases and confirm eligibility using defined criteria and an understanding of personal injury cases</li><li>Guide clients through the sign-up process and secure retainers</li><li>Hand off cases to attorneys and lead paralegals with complete and accurate information</li><li>Maintain responsiveness as a key builder of trust with every partner</li></ul>Your Team: Legal OperationsLegal Operations is responsible for delivering exceptional outcomes for our law firm partners and their injured clients with precision, speed &amp; care. At Finch, we&rsquo;re building a team of the top 1% of legal operators with experience from law firms across America, and enabling them with next-generation technology to serve more clients, with more humanity.You Might Be a Fit if You:<ul><li>Have 5+ years in client-facing intake or sales roles, ideally in legal services</li><li>Are an excellent communicator who can build trust quickly</li><li>Can lead conversations with empathy while maintaining control of the call</li><li>Stay calm and focused under pressure</li><li>Are able to multi-task in a fast paced environment</li><li>Can confidently help people understand how a lawyer can best help with their situation with a soft sales approach</li></ul>Compensation$55,000 &ndash; $75,000 annual salaryWe&rsquo;re building a best-in-class team and accordingly aim for competitive salary and offer shares in the company to every legal operator. Salary is commensurate with experience and location.Additional benefits include:<ul><li>100% coverage for health, dental, and vision</li><li>Flexible PTO (we trust you to take the time you need)</li></ul>Job Type: Full-timePay: $55,000.00 - $75,000.00 per yearBenefits:<ul><li>Dental insurance</li><li>Health insurance</li><li>Paid time off</li><li>Vision insurance</li></ul>Experience:<ul><li>Personal injury law: 5 years (Required)</li></ul>Language:<ul><li>Spanish (Required)</li></ul>Work Location: Remote

Legal Intake Specialist (Bilingual - English/Spanish)

Haines Law Group, APC

Job DescriptionHaines Law Group, a plaintiff-side employment law firm located in El Segundo, is looking for a full-time legal Intake Coordinator to serve as one of the first points of contact for prospective clients. The Intake Coordinator will support the efficient and effective administration of the intake department, evaluate potential cases, and provide essential support to the lead attorneys. The candidate must be fully bilingual, fluent in both English and Spanish. Key Role:<ul><li>Execute all aspects of intake logistics including scheduling appointments, calendaring, preparing intake documents and reports, and executing necessary steps as outlined by lead attorneys</li><li>Conduct comprehensive preliminary screening of prospective cases</li><li>Assess viability of cases based on established standards / guidelines</li><li>Prepare summarized findings and recommendations for leadership team</li><li>Perform comprehensive review and analysis of wage and hour documentation</li><li>Maintain updated and organized intake database</li><li>Meet regularly with key attorneys</li><li>Conduct follow-up with prospective clients as required within established timeline</li><li>Relay accurate and thorough information to clients regarding the intake and class action litigation process</li><li>Serve as Spanish translator</li></ul>Required Knowledge, Skills and Abilities:<ul><li>Must be fluent in Spanish</li><li>Must be highly organized and reliable, self-motivated and detail oriented</li><li>Exhibit strong communication skills and the ability to distill information and communicate effectively</li><li>Must possess strong interpersonal skills and help prospective clients feel at ease</li><li>Must have exceptional organizational skills to manage high intake volume, and handle pipeline from beginning to end, for both external referrals and in-house client calls</li><li>Must possess strong critical thinking and problem-solving skills, and exhibit high degree of resourcefulness</li><li>Must have positive attitude and commit to a high standard of ethical and professional conduct</li><li>Ability to work well independently and effectively as a member of a team</li><li>Ability to analyze data, consolidate information and make clear and compelling data-driven recommendations</li><li>Expected to exercise initiative, independent judgment and skill while carrying out recurring duties and developing and strengthening systems</li><li>Strong ability to communicate verbally and write effectively in English and in Spanish</li><li>Proficient with Microsoft Office (Excel, MS Word and Outlook)</li></ul>Salary: Starting at $20 per hourBenefits:<ul><li>401(k)</li><li>Dental insurance</li><li>Health insurance</li><li>Paid time off</li><li>Vision insurance</li><li>Annual discretionary bonus</li><li>Quarterly and annual incentive pay for meeting department goals</li></ul>Language: Spanish - Fluent (Required)Job Type: Full-timePay: From $25.00 per hourBenefits:<ul><li>401(k)</li><li>401(k) matching</li><li>Dental insurance</li><li>Health insurance</li><li>Life insurance</li><li>Paid time off</li><li>Vision insurance</li></ul>Language:<ul><li>Spanish fluently (Required)</li></ul>Ability to Commute:<ul><li>El Segundo, CA 90245 (Required)</li></ul>Work Location: In person

Intake Coordinator

Rocky McElhaney Law Firm

Looking for an Intake Specialist - Bilingual English/Spanish with Gladiator Skills!Title: Intake Specialist - Bilingual English/SpanishHours: Full-time positionSchedule: Monday through Friday from 8:00 am to 5:00 pmSalary: Depends on your level of skill and experience We&rsquo;re not looking for a telephone operator. We&rsquo;re looking for someone exceptional.We&rsquo;re searching for an individual who feels that helping injury victims get back on their feet after an accident is a worthwhile thing to do and that playing a critical role in that process would drive them to excel. We&rsquo;re looking for someone who would fit right in with a culture of smart, funny, caring people who care as much about each other as for the work they do.You&rsquo;ll know you&rsquo;re a good fit if&hellip;<ul><li>You enjoy being part of a team that&rsquo;s working toward a common goal.</li><li>You have a healthy sense of humor.</li><li>You believe everyone deserves respect, regardless of their race, religion, sexual orientation, or level of income.</li><li>You are looking for a job that lets you go home every day knowing you've made a positive difference in the lives of others.</li><li>You&rsquo;re interested in the law and in being part of a team that helps victims gain justice.</li><li>You&rsquo;re someone who likes learning and wants to grow personally and professionally.</li><li>You want a boss that listens and helps you learn and grow.</li><li>You&rsquo;re looking for a job that you&rsquo;ll never want to leave.</li><li>You&rsquo;re looking for a role that will allow you to change lives.</li></ul>We&rsquo;ll know you&rsquo;re a good fit if&hellip;<ul><li>You have at least one year of experience working in the legal profession.</li><li>You have at least one year of experience with clerical/administrative work.</li><li>You have a knack for organization, details, and meeting deadlines.</li><li>You have the judgement required to prioritize tasks and juggle multiple things at once.</li><li>You&rsquo;re a self-starter who&rsquo;s likely to take personal initiative to get things done.</li><li>You&rsquo;re skilled at working independently but recognize when to seek help.</li><li>You've got good verbal and written communication skills.</li><li>You can adapt to change and function in a fast-paced environment.</li><li>You&rsquo;re skilled in Microsoft Office products and eager to learn new and updated software as it comes out.</li><li>You follow the rules because you understand that following policies and procedures keeps our work successful and our culture intact.</li></ul>What would I be doing every day?Our Legal Intake Gladiators report to the Intake Director and perform in a fast-paced environment with layered job responsibilities that include both legal and administrative tasks. Day-to-day duties include, but are not limited to, the following:<ul><li>Greeting Potential New Clients over the phone.</li><li>Inputting data in order to identify qualifying cases.</li><li>Working with the Intake Director to send correspondence to non-qualifying leads.</li><li>Scheduling of meetings with the appropriate teams for new clients.</li><li>Sending electronic sign up packets when necessary.</li><li>Reviewing, scanning, saving, and organizing important documents related to cases.</li><li>Entering notes and other data into the case management software.</li><li>Monitoring and following up with new clients to ensure they complete their sign-up packets.</li><li>Managing and overseeing new client email and working with them to get the information required to get their cases opened.</li></ul>What We're Offering<ul><li>Competitive pay and annual performance reviews.</li><li>Medical, dental, vision, and life insurance fully paid for by us.</li><li>Stipend paid for a monthly gym membership.</li><li>Generous paid time off plus an additional 10 to 11 holiday days off annually.</li><li>Flexible workday start and stop times.</li><li>Flex time during the week.</li><li>Free snacks and soft drinks provided each week.</li><li>Staff events and activities like Cookouts, Taco Tuesday, Holiday Celebrations, Family Bowling, Cornhole Tournaments, days where we buy everyone lunch just because we think they're awesome, and more. These are just a few of the things we do.</li><li>Spirit Day where we spend an entire day showing our appreciation for staff with gifts and events.</li><li>Employee assistance program (EAP).</li></ul>Why You Should Want to Join Rocky&rsquo;s Team?There are so many reasons. Here are a few:<ul><li>Rocky McElhaney Law Firm is an amazing place to work, and we&rsquo;ve got the awards to prove it: Nashville Business Journal&rsquo;s Best Places to Work since 2013.</li><li>We offer the best incentives and benefits available including generous vacation time, premier health insurance plans, staff appreciation events, ergonomic office equipment, stipend paid for gym membership, and more.</li><li>Our employees always come first. We know our employees are the key to our success. We&rsquo;re dedicated to maintaining a team that is valued, trusted, and fully supported, and we work hard meet their needs as they arise.</li></ul>Please note that if considered for the position, a background check will be required for employment.More about Rocky McElhaney Law Firm&rsquo;s CultureWe have high standards when it comes to the quality of our work, but we value and reward those who work smarter, not longer. We prize staff who are both teachers and learners, regardless of their age or job title. We&rsquo;re hard hitters when it comes to fighting for our clients and compassionate and loyal in our relationships with each other. We like to have fun and make sure our team has opportunities to do just that. We encourage healthy lifestyles and provide our staff with ways to maintain them. We&rsquo;re flexible and adaptive and strive to maintain a culture of happy, challenged, and fulfilled human beings.Job Type: Full-timeExpected hours: 40 per weekBenefits:<ul><li>401(k)</li><li>Dental insurance</li><li>Employee assistance program</li><li>Health insurance</li><li>Life insurance</li><li>Paid time off</li><li>Vision insurance</li></ul>Work Location: In person

Intake Specialist - Bilingual English/Spanish

DiPasquale Moore

<div>Administrative Intake Specialist 
Kansas City, MO 
 
Overview
We are seeking a detail-oriented and organized Administrative Intake Specialist to join our team. This role plays a critical part in supporting the intake process by ensuring case accuracy, proper documentation, timely communication, and efficient assignment of cases to attorneys and investigators. The Administrative Intake Specialist will also assist with referrals, client communications, and various administrative projects to ensure a smooth workflow within the department.
Key Responsibilities<ul><li>
Verify accuracy of case information, including confirming correct Representation Agreements and correcting errors when necessary.</li><li>
Send assignment emails to ensure cases are distributed to attorneys in a timely manner.</li><li>
Escalate cases involving catastrophic injuries to the appropriate attorney for assignment.</li><li>
Monitor incoming emails, ensure they are addressed, and notify Intake Specialists if follow-up calls are needed.</li><li>
Review referrals in Lexamica, generate new client emails, and ensure intake teams follow up with prospective clients.</li><li>
Provide ongoing updates in Lexamica to keep referral partners informed of case status.</li><li>
Distribute completed referrals from Intake to appropriate contacts.</li><li>
Update Representation Agreements as needed.</li><li>
Assign cases and provide support by making calls if Intake requires assistance.</li><li>
Manage attorney task requests by scheduling them on investigators&rsquo; Outlook calendars and notifying investigators directly.</li><li>
Prepare and mail letters to potential clients.</li><li>
Send Representation Agreements to partner firms for Nursing Home and MT cases when necessary.</li><li>
Assist with special projects or provide additional support when the Intake team requires help.</li></ul> 
Qualifications<ul><li>
Strong attention to detail and accuracy in handling case-related documentation.</li><li>
Excellent written and verbal communication skills.</li><li>
Highly organized with the ability to prioritize multiple tasks.</li><li>
Proficiency with email, Outlook calendar management, and case management software.</li><li>
Ability to work collaboratively with attorneys, investigators, and intake specialists.</li></ul> 
What We&rsquo;re Looking For 
 
An organized, reliable team player who thrives in a fast-paced environment and ensures accuracy in every step of the intake process. The ideal candidate is proactive, detail-driven, and committed to supporting both clients and internal teams with professionalism.
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Administrative Intake Specialist

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