Intake Specialist

2-5 years of experience in sales, customer service, or a related field. Experience in legal intake or a client service role is a plus. Ability to work from home with a reliable internet connection. 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. Strong organizational skills. Client-focused mindset.

Monitor and respond to inquiries via email, chat, and web forms. Conduct conflict checks. Answer incoming calls and handle voicemails. Manage and update client records in CRM. Process fee agreements and credit card authorizations. Schedule meetings and initial consultations. Follow up with potential clients. Track and log follow-up activities. Identify and escalate high priority leads. Participate in weekly intake meetings. Collaborate with other departments.