Intake Specialist

Law firm in Columbia, SC is seeking an Intake Specialist to serve as the first point of contact for prospective clients. This role is critical in delivering a high-quality client experience, evaluating new inquiries, and supporting the conversion of leads into retained clients. This is an excellent opportunity for someone who thrives in a fast-paced, client-focused environment and enjoys making a meaningful impact. Responsibilities Serve as the primary point of contact for incoming client inquiries via phone, web submissions, and referrals Deliver a professional, empathetic, and reassuring experience to all prospective clients Conduct structured intake conversations to collect key information and assess client needs Identify and qualify potential cases aligned with the organization’s core service areas Accurately document client details and interaction notes within a CRM or case management system Route qualified opportunities to appropriate internal teams in a timely manner Follow up with prospective clients to nurture relationships and support conversion to signed engagements Track and manage the intake pipeline to ensure timely response and no missed opportunities Assist with scheduling consultations and supporting onboarding-related administrative tasks Maintain organized, accurate, and up-to-date records across all intake activities Qualifications Required 1–3+ years of experience in customer service, call center operations, or client-facing roles Strong verbal communication skills with a professional and confident phone presence Proven ability to build rapport quickly and guide conversations effectively Excellent listening skills and high emotional intelligence Strong organizational skills with keen attention to detail Preferred Experience in a law firm, healthcare setting, or other professional services environment Familiarity with CRM or case management platforms Experience handling high-volume inbound calls or lead-driven environments Military background or experience working with diverse populations is a plus Salary range based on experience: $35,000-$43,000 #J-18808-Ljbffr