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

Intake Specialist – Legal Intake, Client Conversion Specialist

Key skills