V104- Client Intake Representative I

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Job Description:

The Client Intake Representative role is a vital part of the Marketing Department, supporting the Client Intake Manager and ensuring prospective new clients receive a professional, compassionate, and seamless experience. In this position, you will be the first point of contact for individuals seeking legal representation, guiding them through the intake process with empathy and clarity. Your work will directly contribute to building strong client relationships, maintaining accurate records, and supporting the firm’s growth. This role is ideal for someone who thrives in a goal-oriented environment, communicates with confidence and diplomacy, and enjoys helping people navigate important decisions.

• Salary Range: 1150 USD to 1220 USD

Responsibilities include, but are not limited to:

• Maintain accurate records and data related to intake calls and retention metrics

• Collect detailed information regarding client matters and legal needs

• Conduct initial intake calls with prospective new clients with compassion and empathy

• Support the Client Intake Manager with reporting and departmental needs

• Track ongoing contact with non-retaining prospective clients using spreadsheets

• Communicate best practices for working with the firm and legal team

• Follow firm guidelines to ensure consistent and effective communication with prospective clients

Requirements:

Timezone: PST

Software/Tools: Microsoft Word, Outlook, Excel, Windows Operating System, Adobe Acrobat, Clio or Datto

2-3 years of experience in client-facing or intake roles preferred

Strong proficiency with Microsoft Office Suite

Familiarity with legal or professional services environments a plus

Strong communication and interpersonal skills

High emotional intelligence and empathy

Confidence and diplomacy in challenging conversations

Ability to transition prospective clients into retained clients

Self-motivated and self-directed in a goal-oriented environment

Detail-oriented with strong organizational skills

Proficiency in Microsoft Office Suite and Windows OS

Familiarity with Adobe Acrobat

Experience with law practice management software (preferred)

Work Shift:

8:30 AM - 5:30 PM [PST][PDT] (United States of America)

Languages:

English

Ready to dive in?Apply now and make sure to follow all the instructions! 

Our application process involves multiple stages, and submitting your application is just the first step. Every candidate must successfully pass each stage to move forward in the process.

Please keep an eye on your email and WhatsApp for the next steps. A recruiter will be assigned to guide you through the application process. Be sure to check your spam folder as well.