Intake Specialist

🕒 5 days ago

⛰️ Colorado, Texas – Remote

⛰️ Colorado – Remote 🤠 Texas – Remote

💵 $20 - $24 / hour

⏰ Full Time

🟢 Junior

🟡 Mid-level

🚫👨‍🎓 No degree required

Apply Now

Find Similar Remote Jobs

Set Up Email Alert For New Jobs

📊 Check your resume score for this job

Improve your chances of getting an interview by checking your resume score before you apply.

Upload Resume

Modern Family Law

WebsiteLinkedInAll Job Openings

51 - 200 employees

Founded 2004

💼 Consulting

🏥 Healthcare

⚖️ Legal

Consulting • Healthcare • Legal

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 to inquiries across email, chat, and web forms • Provide potential clients with information about the firm’s services and set expectations for the intake process • Conduct conflict checks for compliance with firm policies • Answer incoming calls, transfer calls to appropriate team members, and handle voicemails and follow-ups • Manage and update client records in the CRM • Distribute, collect, and process fee agreements and credit card authorizations • Enter transaction details into the system and facilitate retainer fee transactions • Schedule attorney meetings and initial consultations • Follow up with potential clients by phone, email, or chat • Track and log follow-up activities in the CRM • Identify high-priority leads and escalate them to attorneys or senior intake team members • Participate in weekly intake meetings and continuous improvement efforts • Collaborate with marketing, IT, and sales to ensure smooth client experiences

🎯 Requirements

• 2–5 years of experience in sales, customer service, or a related field • Proven track record of client engagement and follow-up • Experience in legal intake or a client service role is a plus • Ability to work from home with a reliable internet connection and a productive workstation • Proficiency with Apple products and CRM systems • Typing speed of 50 WPM or higher • Excellent attention to detail • Ability to communicate calmly and effectively with clients in stressful situations • Empathy and professionalism • Strong organizational skills and ability to prioritize competing tasks in a fast-paced environment • Client-focused mindset • Excellent written and verbal communication skills • Ability to collaborate effectively within a supportive, professional work culture • Adaptability and flexibility in remote work and in-person settings when required • Ability to work an MST timezone shift

🏖️ Benefits

• Full-time employees may be eligible for health insurance with an optional Flexible Spending Account or a Health Savings Account • Short-term disability • Long-term disability • Dental insurance • Vision care • Life insurance • 401(k) Retirement • Vacation • Sick time • Employee assistance program • Voluntary accident insurance • Voluntary life insurance • Voluntary disability insurance • Voluntary long-term care insurance • Voluntary critical illness and cancer insurance • Pet insurance • Commuter and transit benefit programs in some markets • Health Care Plan (Medical, Dental & Vision) • Retirement Plan (401k, IRA) • Life Insurance (Basic, Voluntary & AD&D) • Paid Time Off (Vacation, Sick & Public Holidays) • Training & Development • Work from Anywhere -- eligible after 6 months.