Modern Family Law · 1 month ago
Intake Specialist
United States
Full-time
Remote
New Grad, Entry LevelModern Family Law is a rapidly expanding law firm specializing in Family Law, seeking a remote Intake Specialist to join their sales team. The role involves welcoming potential clients, managing client records, and ensuring a positive intake experience through effective communication and collaboration with various departments.
Legal
Responsibilities
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 facilitating retainer 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
Qualification
Required
Ability to communicate clearly and empathetically
Manage client records with precision
Collaborate with other departments
Monitor and respond promptly to inquiries across email, chat, and web forms
Conduct conflict checks to ensure compliance with firm policies
Answer incoming calls with professionalism and empathy
Transfer calls to the appropriate team members
Handle voicemails and follow-ups as needed
Manage and update client records in the CRM
Ensure accuracy and timeliness in data entry
Distribute, collect, and process fee agreements and credit card authorizations
Enter details into the system with precision
Facilitate retainer fee transactions
Schedule meetings and initial consultations for attorneys
Coordinate with both clients and firm calendars
Follow up with potential clients via phone, email, or chat
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
Contribute to continuous improvement efforts within the intake department
Collaborate with other departments, including marketing, IT, and sales
Company
Modern Family Law
Modern Family Law is a national family law firm focusing on modern solutions for today's families.
Founded in 2004
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
M. David Johnson
Chief Executive Officer
Dani Zhang, MBA
Chief Financial Officer
Recent News
ACCESSWIRE Newsroom
2025-01-14
Company data provided by crunchbase