About this role

Serve as the first point of contact for potential clients via phone calls, website forms, and emails.
Ensure a professional and positive client experience at all times.
Collaborate with internal tools and systems to track and manage leads.
Send relevant information and follow-ups to potential clients.
Schedule appointments and manage calendars efficiently.
Screen and assess potential clients based on provided criteria.
Conduct inbound and outbound calls to engage and qualify leads.
Send appointment reminders and ensure client readiness.
Maintain ownership of the full intake process from first contact to scheduling.
Assist candidates in completing questionnaires and intake forms.

Schedule: Monday to Friday, 9:00 AM to 5:00 PM.
Time Zone: CST.
Experience in legal environments, particularly estate planning, is a plus but not required.
Soft sales skills are highly desirable.
Ability to handle inbound and outbound calls efficiently.
Experience managing client intake or lead qualification processes preferred.

Intake Specialist, Legal Intake Specialist – Scheduling Coordinator

Key skills