Client Intake Specialist

Career Opportunities with Merlin Law Group A great place to work. Careers At Merlin Law Group Are you ready for new challenges and new opportunities? Join our team! Current job opportunities are posted here as they become available. Subscribe to our RSS feeds to receive instant updates as new positions become available. We’re looking for a Client Intake Specialist to serve as the gateway to our firm’s client experience and play a key role in supporting case acquisition. This position sets the tone for professionalism, responsiveness, and trust from the very first interaction. Blending client experience, structured intake, and operational precision, this role ensures every prospective client is heard, guided, and supported throughout the intake process. The Client Intake Specialist is responsible for gathering, organizing, and documenting critical client and case information, ensuring attorneys are equipped with complete and accurate details to efficiently evaluate potential matters. What You’ll Do Answer calls, emails, and online inquiries from prospective clients Conduct intake conversations and collect key case information Enter and manage data in our CRM system Track leads and follow up to keep cases moving forward Collect and organize client documents Facilitate communication between prospective clients, attorneys, and internal teams Partner with Marketing to support lead flow optimization, tracking, and conversion efforts Deliver a professional, empathetic, and responsive client experience Our Ideal Candidate Strong communication skills and professional phone presence Ability to build rapport and handle sensitive conversations Highly organized with strong attention to detail and accuracy Comfortable multitasking in a fast-paced environment Deliver a professional, empathetic, and responsive client experience Experience in customer service, intake, call center, or legal support preferred CRM experience (like HubSpot) is a plus Why Join Us Flexible scheduling options (including evenings and weekends) Opportunity to make a real impact on client experience Collaborative, team-oriented environment Growth opportunities within a dynamic legal organization What We Offer Competitive salary based on experience Medical, dental, vision, and life insurance 401(k) with competitive match Short- & Long-Term disability Merlin Law Group is an equal employment opportunity employer and is committed to providing equal employment opportunity to all qualified persons without regard to such factors as race, color, sex, religion, national origin, age, disability, marital status, gender identity/expression, sexual orientation, genetic information, or any other protected status, consistent with federal, state, and local equal employment opportunity laws. #J-18808-Ljbffr