Intake Specialist II

Responsibilities: The role involves conducting client intake by gathering information from potential clients and facilitating the execution of legal agreements. You will act as a liaison between clients and attorneys while maintaining high billable rates and meeting quarterly targets.

Requirements: Candidates need 4+ years of experience in sales, customer service, or a law office, along with a high school diploma or equivalent. Proficiency in CRM systems and strong communication skills are required, with legal office experience preferred.

Key skills: Client Intake, Customer Service, Sales, CRM Systems, Case Management Software, Interpersonal Communication, Relationship Building, Documentation, Confidentiality, Conflict Resolution, Onboarding, Training

Keywords: Client Acquisition, Legal Agreements, CRM, Case Management, Intake Specialist, Customer Success, Legal Industry, Billable Rate, Lead Conversion, Client Relations