Follow up with leads who have expressed interest but have not yet scheduled an appointment.
Process payments for initial consultations.
Conduct initial client screenings using the firm’s intake script, documenting key details such as client needs, urgency, and potential conflicts.
Track and update appointment statuses in the case management system.
Schedule initial consultations for qualified leads and send appointment reminders as needed.
Enter all client and lead information accurately into the CRM and maintain updated records at all times.
Update the firm’s CRM and tracking systems with accurate and current information regarding leads and consultations.
Implement a structured follow-up process for no-shows and unengaged leads, including scheduling reminder calls and sending follow-up emails.
Provide pre-appointment follow-up to ensure clients are prepared for their scheduled consultations.
Assist in screening potential new clients by gathering basic information and directing qualified leads to the appropriate attorney or legal assistant.
Use the firm’s intake script to identify the nature of the inquiry and ensure a smooth handoff to the legal team.
Provide a welcoming and professional conversation to support the firm’s mission of delivering the highest level of customer service.

Intake Specialist – Legal Intake, Client Conversion

Key skills