Legal Intake Specialist: Client Onboarding & CRM
Jobtailor
Jobtailor in the United States (Washington) is seeking an Intake Specialist to manage inquiries, qualify leads, and guide clients through the firm's intake process. You will respond across email, chat, and phone, set expectations, and support attorneys with scheduling and conflict checks. The role emphasizes client engagement, accurate CRM data, and teamwork with marketing, IT, and sales to ensure smooth experiences. A 2–5 year track record in client service and CRM proficiency are preferred. #J-18808-Ljbffr Jobtailor
- ...and web forms Provide potential clients with information about the... ...and set expectations for the intake process Conduct conflict checks... ...update client records in the CRM Distribute, collect, and process... ...engagement and follow-up Experience in legal intake or a client service...LegalCRMRemote work
- Modern Family Law in Washington is seeking an intake specialist to join our expanding team in a primarily... ...meetings. You will welcome potential clients, guide them through initial interactions, manage client records in the CRM, and collaborate with marketing, IT, and sales...CRMRemote jobWork at office
$25.48 - $28.37 per hour
...to excellence, we deliver exceptional legal services to our clients while nurturing a supportive and collaborative... ...leading firm. As a key member of our intake department, you will play a critical... ...and update client records in the CRM, ensuring accuracy and timeliness in...LegalCRMHourly payFull timeTemporary workWork at officeRemote workWork from homeFlexible hours- ...Advocates, a growing personal injury law firm with branches across the United States, is seeking an Intake Specialist (Remote) to join our PNW team. You will engage potential clients who have reached out, listen empathetically, and guide them toward signing with our firm...SuggestedRemote job
$22 - $25 per hour
...4:00 PM Dubin Law Group is seeking a Legal Sales-Intake Specialist to serve as the first point of contact for potential clients. In this role, you will speak with individuals... ...Comfortable documenting conversations in a CRM or intake system while speaking with...LegalCRMFull timeTemporary workWork at officeMonday to Friday- ...Lawyers seeks a detail-oriented Post-Retention Intake Specialist to support the transition of newly retained clients into the firm. You will gather and verify client... ...records in Filevine for seamless handoff to the legal team. The role emphasizes professional, empathetic...Legal
$22 - $25 per hour
...Social Security Disability Intake Specialist — PST / Bilingual Spanish Location: Remote Schedule... ...for current workers’ compensation clients who may also qualify for Social Security... ...clients take the next step with our legal team. The ideal candidate is a confident...LegalFull timeWork at officeRemote workMonday to Friday- ...results. With over $2 billion recovered for clients, we handle complex, high-stakes cases... ...and highly organized Post-Retention Intake Specialist to support the transition of newly retained... ...for handoff to the appropriate legal team. Responsibilities Communicate with...LegalFull time
$141k - $173k
.... Our work powers everything from smarter CRM experiences and next-gen commerce sites to... ...’re strategic enablers. Whether helping a client modernize their infrastructure, integrate... ...with criminal histories, consistent with legal requirements. Slalom welcomes and encourages...LegalCRMTemporary workLocal area- ...opening for an FPATH Engagement Specialist. Our F-PATH Case Manager -... ...reduction, trauma-informed, and client centered approach. At... ...with financial, mental, and legal assistance. SCHEDULE Monday-Friday... ...of the jail system Complete intake documentation as needed Serve...LegalHourly payFull timeImmediate startMonday to Friday
$129.81k - $197.8k
...development opportunities, strengthen client relationships, and proactively... ...mindset and experience in a legal or professional services... ...data, market intelligence, and CRM tools to identify... ...knowledge repositories.Support onboarding and integration efforts for lateral...LegalCRMFull timeWork at officeRemote workRelocationVisa sponsorshipRelocation package$68k - $80k
...strategies. The Brokerage Specialist will play a central role in... ...quality presentations and client deliverablesMaintain... ...deliverable schedulesSupport onboarding of new team members and implement... ...to internal departments (Legal, Research, Marketing, CRM) to ensure seamless...LegalCRMWork at officeFlexible hours- ...Senior Client Service Associate A growing, independent wealth management firm is seeking... ...and service requests Support client onboarding, account maintenance, and ongoing relationship... ...Manage client information, records, and CRM systems Track advisor priorities,...CRMFull timeWork at office
- ...Our client is a growing RIA seeking a Senior Client Service Associate to play a key role... ...ongoing service needs Facilitate client onboarding and account maintenance, ensuring... ...specialty area, such as client onboarding, CRM and technology, family office services, training...CRMFull timeWork at office
- Expedia Group is seeking a Senior Salesforce Marketing Cloud Specialist to own CRM campaigns end-to-end, including Journey Builder, Automation... ...volume experiences and collaboration with Marketing, Data, and Legal teams. You will stay current with Agentforce/LLM...LegalCRM
- ...Lawyers is seeking a detail-oriented Post-Retention Intake Specialist to support the transition of newly retained clients into the firm. This role gathers and verifies... ...accurate records in Filevine for handoff to the legal team. You will manage a high volume of matters...Legal
$70k - $90k
...Client Service Associate Robertson Stephens Wealth Management is a national wealth management... ...accounts Plan and manage new account onboarding process including SMA and alternative... ...liaison with Salesforce and associated CRM activities, including mail list management...CRMWork at office$79.4k
...opportunity for Academic CRM Platform Manager to... ...direction, managing the intake and prioritization of platform... ...of staff, colleagues, clients, and stakeholders.... ...execution • Lead or co-lead onboarding projects for new... ...except when there are legal requirements, such as a...LegalCRMFull timeTemporary workWork at officeRemote workMonday to FridayShift work$127k - $191k
...responsible for providing clients and prospects with... ...for partners, support in onboarding Partner Account Executives... ...TPRA best practices. Intake and communicate product... ...Experience supporting Legal Data Intelligence... ...Relationship Management (CRM), Customer Relationships...LegalCRM- We are seeking a Senior Client Service Associate to support one of our client's largest advisor... ...a smooth, high-touch experience. Manage onboarding, account updates, cash movements,... ...with Tamarac reporting, Salesforce-based CRM systems, and Microsoft Office Suite. Why...CRMWork at office
$154k - $180k
...market intelligence and client targeting to cross-... ...complex/panel RFPs from intake through submission tailored... ...tracking; manage the CRM system; and apply rigorous... ..., league tables and legal directories, ensuring compelling... ...team members, support onboarding and integration of...LegalCRMTemporary workWork experience placementWork at officeFlexible hoursShift work$80k - $100k
...cases, communicate directly with clients, and take ownership of matters from intake through completion. Location: Washington... ...with attorneys and other legal support professionals to provide efficient... ...case management platforms and CRM systems. Strong written and...LegalCRMHourly payPermanent employmentFull timeH1bWork at office$65k - $75k
...Client Service Associate Focus Partners is seeking a Client Service Associate to join... ...provides account support services, including onboarding, account maintenance, distributions, and... ...systems (Tamarac, Axys, Orion) and CRM (Salesforce) preferred. ~ Excellent written...CRMInternshipWork at officeLocal areaRemote work2 days per week$60k - $70k
...a meaningful impact through exceptional client service, Coldstream has a fantastic opportunity... ...materials Coordinating the new client onboarding process: Opening brokerage accounts,... ...client data and activity notes in our CRM system Experience and Skills We...CRMTemporary workWork at office- ...Our client, a growing Registered Investment Advisor (RIA) serving high-net-worth clients... ...and asset transfers Support new client onboarding, including agreements, custodial forms, account... ...records, tasks, and workflows within the CRM Coordinate client meetings, scheduling...CRMFull time
$145k - $170k
...experience leading revenue operations, billing, client onboarding, and cash management functions in a... ...services, business services, legal services, or high-volume transaction-based environment. Experience with CRM and ERP implementations, upgrades, or integrations...LegalCRMCurrently hiringRemote work$68.64k - $85.8k
...Description Responsibilities: Manage end-to-end process of onboarding new clients, from straightforward to the most complex; prepare custodial... ...Wealthscape, DocuSign, Tamarac, Addepar, and Salesforce CRM, a plus Excellent written and oral communication skills...CRMPermanent employmentTemporary workWork experience placementFlexible hours$92k - $105k
...The Enterprise Solutions Specialist is responsible for driving takeaway... ...Collaboration Utilize CRM to review customer data, update... ...with marketing, product and client services to develop successful... ...comprehensive training and onboarding for iClicker adoptions at the...CRMFull timePart timeWork at officeLocal areaRemote work3 days per week$82.5k
...everywhere. Senior Saleforce Marketing Cloud Specialist We create and deliver tailored marketing... ...Cloud Developer who wants to own CRM production end-to-end while helping shape... ...foundation. Partner with Marketing, Data, Legal/Privacy, and Solution teams to identify high...LegalCRM- ...services for personal injury clients Industry Consumer Services... ...injury mass tort legal services and law firm services... ...post-sale lifecycle, including onboarding, adoption, ongoing engagement,... ...data fluency, proficiency with CRM systems, and a Bachelor's degree...LegalCRM
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