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Intake Specialist

1 week, 3 days ago
United States
Full-time
Mid Level
Customer Support
Customer and Technical Support
Apply Now
Modern Family Law

Modern Family Law

Modern Family Law provides compassionate and innovative legal representation in divorce and family law, focusing on helping modern families navigate the complexities of family dynamics while prioritizing the well-being of children.

Specialized Consumer Services
51-250
Founded 2004
View All Jobs 9

Description

  • Respond to inquiries through email, chat, web forms, and phone while explaining firm services and intake expectations.
  • Conduct conflict checks in accordance with firm policies.
  • Manage client records and follow-up activity accurately in the CRM.
  • Process fee agreements, credit card authorizations, and retainer transactions.
  • Schedule attorney meetings and initial consultations.
  • Follow up with prospective clients, answer questions, and guide them through next steps.
  • Identify high-priority leads and escalate them to attorneys or senior intake staff.
  • Participate in weekly intake meetings and continuous improvement initiatives.
  • Collaborate with marketing, IT, sales, and other departments to support smooth client experiences.

Requirements

  • 2–5 years of experience in sales, customer service, or a related field; legal intake or client service experience is preferred.
  • Experience engaging with clients and conducting follow-up activities.
  • Proficiency with Apple products, CRM systems, and remote client-management technology.
  • Typing speed of at least 50 WPM with strong attention to detail.
  • Excellent written and verbal communication skills, including the ability to communicate empathetically in stressful situations.
  • Strong organizational skills and the ability to prioritize competing tasks in a fast-paced environment.
  • Client-focused approach with a commitment to positive client relationships.
  • Ability to collaborate effectively and adapt to remote and occasional in-office work.
  • Ability to perform assigned duties with or without reasonable accommodation.

Benefits

  • $25.48–$28.37 per hour, adjusted based on experience, location, pay equity, and other job-related factors.
  • Primarily remote work environment.
  • Medical, dental, and vision insurance, with optional FSA or HSA.
  • 401(k) retirement plan.
  • Paid vacation, sick time, and public holidays.
  • Life insurance and short- and long-term disability coverage.
  • Training and development opportunities.
  • Employee assistance program plus optional accident, critical illness, long-term care, pet, commuter, and transit insurance programs.

Interested in this position?

Apply directly on the company website

Apply Now

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