7Seventy Recruiting · 4 hours ago
Intake Specialist - $18 - $23 per hour
7Seventy Recruiting is seeking an Intake Specialist for a fully remote position that serves as the first point of contact for clients seeking legal guidance. This role involves responding to inquiries, conducting intake conversations, scheduling consultations, and maintaining client information to ensure a supportive and professional experience.
Information Services
Responsibilities
Respond promptly and professionally to inbound inquiries via phone, email, and online forms
Conduct initial intake conversations to assess case eligibility and service alignment
Schedule attorney consultations and manage calendars and follow-up communications
Accurately enter and maintain client information in the intake CRM system
Track leads and manage the intake pipeline to ensure no inquiries are missed
Perform basic conflict checks and ensure compliance with intake policies
Provide empathetic support to individuals dealing with sensitive or stressful situations
Clearly explain the intake process, expectations, and next steps to prospective clients
Assist with follow-ups and help convert qualified inquiries into active engagements
Maintain confidentiality and professionalism at all times
Support administrative and operational tasks as needed
Qualification
Required
Excellent verbal and written communication skills
Strong organizational skills with high attention to detail
Comfortable multitasking in a fast-paced remote environment
Tech-savvy and able to quickly learn CRM and intake software tools
Ability to communicate calmly and compassionately with clients under stress
Sales- and conversion-oriented mindset
High integrity and commitment to confidentiality
Empathetic, patient, and client-centered
Confident communicator and active listener
Organized, reliable, and detail-oriented
Comfortable working independently in a remote setting
Thrives in both structured processes and unpredictable situations
Preferred
Associate degree or higher preferred, but not required
Prior experience in legal intake, customer service, or high-volume support environments preferred
Experience with estate planning or probate is a plus, but not required
Company
7Seventy Recruiting
7Seventy Recruiting connects employers with qualified candidates through transparent, data-driven recruitment solutions.
Funding
Current Stage
Early StageCompany data provided by crunchbase