Intake Specialist

🔥 3 minutes ago

⛰️ Colorado, Texas – Remote

⛰️ Colorado – Remote 🤠 Texas – Remote

💵 $20 - $24 / hour

⏰ Full Time

🟢 Junior

🟡 Mid-level

🚫👨‍🎓 No degree required

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Modern Family Law

WebsiteLinkedInAll Job Openings

51 - 200 employees

Founded 2004

👥 B2C

B2C

Modern Family Law is a forward-thinking, tech-savvy, and compassionate family law firm that helps individuals and families navigate divorce, custody, support, and related family-law matters. The firm emphasizes cost-effective, technology-driven services (including calculators, a Resource Center, and flexible billing/SimpleStart retainers), operates across multiple U. S. locations, and supports career development through LLP support and a post-bar clerk mentorship program.

📋 Description

• 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 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, 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 improvement efforts within the intake department. • Collaborate with other departments, including marketing, IT, and sales, to ensure smooth client experiences.

🎯 Requirements

• 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. • Experience in legal intake or a client service role is a plus. • As our culture is remote-first, all employees are expected to have the 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, with a typing speed of 50 WPM or higher and excellent attention to detail. • Ability to communicate calmly and effectively with clients in stressful situations, demonstrating empathy and professionalism. • Strong 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.

🏖️ Benefits

• Health Care Plan (Medical, Dental & Vision) • Retirement Plan (401k, IRA) • Life Insurance (Basic, Voluntary & AD&D) • Paid Time Off (Vacation, Sick & Public Holidays) • Short Term & Long Term Disability • Training & Development • Work from Anywhere -- eligible after 6 months.