Modern Family Law, a rapidly expanding law firm specializing in Family Law, is seeking a remote Intake Specialist to join our sales team in Colorado, Texas or Georgia. This candidate will be required to work a MST timezone shift.

If you are a dedicated professional seeking a dynamic and rewarding career in client services, this is your opportunity to shine with a leading firm. 

As a key member of our intake department, you will play a critical role in welcoming potential clients and guiding them through their initialinteractions with the firm. Your ability to communicate clearly and empathetically, manage client records with precision, and collaborate with other departments will ensure a positive and seamless intake experience.  

Primary Duties: 

• Monitor and respond promptly to inquiries across email, chat, and web forms, providing potential clients with information about the firm’s services and setting expectations for the intake process. 

• Conduct conflict checks to ensure compliance with firm policies. 

• Answer incoming calls with professionalism and empathy, transferring calls to the appropriate team members, and handling voicemails and follow-ups as needed. 

• Manage and update client records in the CRM, ensuring accuracy and timeliness in data entry. 

• Distribute, collect, and process fee agreements and credit card authorizations, entering details into the system with precision and facilitatingretainer fee transactions. 

• Schedule meetings and initial consultations for attorneys, coordinating with both clients and firm calendars. 

• Follow up with potential clients via phone, email, or chat to address questions, encourage engagement, and guide them through the next steps. 

• Track and log follow-up activities to maintain a complete record in the CRM. 

• Identify high priority leads and escalate them to attorneys or senior intake team members as necessary. 

• Actively participate in weekly intake meetings and contribute to continuous improvement efforts within the intake department. 

• Collaborate with other departments, including marketing, IT, and sales, to ensure smooth client experiences.