Legal Intake Specialist

Modern Law is a dynamic family-centered law firm on a mission to make the divorce and family law process more compassionate transparent and effective. We believe that the first call or consultation sets the tone for a clients entire experience which is why our intake team plays one of the most important roles in the firm.

Were looking for an extroverted outgoing and emotionally intelligent professional to lead the client intake process. This role combines customer service sales and leadership - helping potential clients take their first steps toward legal representation while supporting our team of Client Advocates.

Youll be the voice of the firm for new clients - building trust listening deeply and guiding people toward the right solution. Were looking for someone who describes themselves as a people person and truly enjoys working on a team. Our ideal candidate is upbeat high-energy and enthusiastic.

This is a full-time in-person position.

• Serve as the first point of contact for potential clients by phone email or online inquiries.
• Build rapport quickly listen actively and help potential clients make confident decisions about hiring the firm.
• Guide clients through scheduling consultations and completing intake forms.
• Coach and support other client advocates on communication empathy and conversion techniques.
• Track leads consultations and conversion rates using our CRM and intake software (Clio Grow Acuity).
• Collaborate with the marketing team to improve lead quality and follow-up systems.
• Participate in regular role-plays training and team reviews to continually improve performance.
• Provide data insights and recommendations to management on whats working and whats not.
• Work with marketing to collaborate on outbound sales tactics and partnerships with other law firms to help bring in new cases
• Book consultations for prospective clients with our lawyers to expand our caseload and ensure meeting schedules are accurate.
• Take charge of various office tasks such as email correspondence document management data organization and research to make sure our firm is running at peak efficiency.
• Screen incoming potential client phone calls to make sure the case falls within the scope of the firm while helping the caller feel heard and understood.

• Bachelors degree or higher.
• Possesses outstanding communication skills and a sense of empathy.
• Previous customer service or sales experience preferred.
• CRM and case management software experience is a plus.

Required Experience:

IC