Legal Intake Specialist

Client Intake Specialist

Modern Law is a dynamic, family-centered law firm on a mission to make the divorce and family law process more compassionate, transparent, and effective. We believe that the first call or consultation sets the tone for a client's entire experience which is why our intake team plays one of the most important roles in the firm.

We're looking for an extroverted, outgoing, and emotionally intelligent professional to lead the client intake process. This role combines customer service, sales, and leadership - helping potential clients take their first steps toward legal representation while supporting our team of Client Advocates.

You'll be the voice of the firm for new clients - building trust, listening deeply, and guiding people toward the right solution. We're looking for someone who describes themselves as a "people person" and truly enjoys working on a team. Our ideal candidate is upbeat, high-energy, and enthusiastic.

This is a full-time in-person position.

Responsibilities

• Serve as the first point of contact for potential clients by phone, email, or online inquiries.
• Build rapport quickly, listen actively, and help potential clients make confident decisions about hiring the firm.
• Guide clients through scheduling consultations and completing intake forms.
• Coach and support other client advocates on communication, empathy, and conversion techniques.
• Track leads, consultations, and conversion rates using our CRM and intake software (Clio Grow, Acuity).
• Collaborate with the marketing team to improve lead quality and follow-up systems.
• Participate in regular role-plays, training, and team reviews to continually improve performance.
• Provide data insights and recommendations to management on what's working and what's not.
• Work with marketing to collaborate on outbound sales tactics and partnerships with other law firms to help bring in new cases
• Book consultations for prospective clients with our lawyers to expand our caseload and ensure meeting schedules are accurate.
• Take charge of various office tasks such as email correspondence, document management, data organization, and research to make sure our firm is running at peak efficiency.
• Screen incoming potential client phone calls to make sure the case falls within the scope of the firm, while helping the caller feel heard and understood.

Qualifications

• Bachelor's degree or higher.
• Possesses outstanding communication skills and a sense of empathy.
• Previous customer service or sales experience preferred.
• CRM and case management software experience is a plus.

Compensation $25 - $30 hourly About Modern Law PLLC

Modern Law is a launchpad for ambitious professionals. You'll join a collaborative, supportive team with the autonomy to run your practice your wayno micromanaging, just real trust.

We have more high-quality work than you can handle, so you can focus on advocacy, not client hunting. And our flexible billable requirements adapt to your goalswhether you want to maximize income or maintain balance, we'll back your definition of success.

Here, you bring the drive. We provide the rocket fuel.