Client Intake Specialist

Are you a people-first communicator with a passion for helping others during difficult times? Our personal injury law firm is looking for a motivated Intake Specialist to be the first point of contact for potential clients. You'll play a critical role in converting leads into signed cases while delivering a compassionate, world-class experience from the very first call. What you'll do Answer inbound calls, web inquiries, and referrals promptly and professionally, ensuring no lead goes uncontacted. Conduct thorough intake interviews to gather case details and qualify prospective clients against firm criteria. Confidently present the firm's services and guide potential clients through the sign-up process — hitting weekly and monthly conversion targets. Follow up persistently with prospects via phone, text, and email to maximize case sign-ups. Accurately document all client information and case notes in the firm's case management system (CRM). Coordinate with attorneys and paralegals to ensure smooth handoff of newly signed clients. Handle client inquiries with empathy, professionalism, and urgency. What we're looking for 2+ years of experience in a sales, customer service, or client-facing intake role (legal, healthcare, or financial services preferred). Proven track record meeting or exceeding sales conversion goals or KPIs. Exceptional communication skills — warm, persuasive, and clear on both phone and in writing. Ability to handle high call volume while maintaining accuracy and a positive attitude. Strong organizational skills and attention to detail in data entry and documentation. Empathy and sensitivity when speaking with injured individuals and their families. Proficiency with CRM software or case management systems; ability to learn new technology quickly. Bilingual in English and Spanish is a strong plus — additional compensation may be offered. Why join us Competitive base salary + performance-based incentives. Comprehensive benefits including health, dental, and vision coverage. Paid time off, including vacation, sick leave, and holidays. Supportive team environment at a fast-growing, client-focused firm. Opportunity to grow within the firm — many of our intake specialists advance into paralegal or operations roles. #J-18808-Ljbffr