Overview:

We are seeking a detail-oriented Client Intake Specialist (Legal Professional Services) to manage incoming inquiries, qualify leads, and coordinate consultations with prospective clients. In this role, you will nurture leads through timely follow-ups, track conversion performance, and support a smooth onboarding process for new clients. The ideal candidate has at least 2 years of sales or intake experience, strong English communication skills, and proficiency in CRM tools such as Clio, with the ability to work efficiently within structured systems and client-facing environments. 

Schedule: TBD during client business hours but this is a full-time role, 8 hours per day and 40 hours per week 

Responsibilities:

• Respond to inbound inquiries from prospective clients

• Evaluate and qualify leads based on defined criteria

• Coordinate and schedule consultations with qualified prospects

• Conduct timely follow-ups to nurture and engage potential clients

• Monitor and report conversion performance metrics

• Assist with client onboarding and transition processes 

Key Performance Indicators (KPIs)

• Show-up rate

• Conversion rate

• Response time

Requirements:

• Minimum of 2 years of experience in sales or intake-related roles
• Strong verbal and written English communication skills
• Proficiency in client management platforms such as Clio and similar CRM systems and firm tools
• Ability to navigate and operate within structured systems and internal workflows with accuracy and efficiency
• Comfortable engaging in client-facing phone and video communications

Technical Requirements: 

• Dedicated Windows 11 computer required
• Reliable high-speed internet connection, with a backup internet option preferred
• Professional, quiet, and distraction-free home workspace

Independent Contractor Perks

• Permanent work from home

• Immediate hiring

• Health Insurance Coverage for eligible locations

Note:

Please click the "Apply" button to complete your application, including the assessment questions, technical check, and voice recording. Your hourly pay rate will be established based on your performance in the application process; submissions with all requirements fulfilled will receive priority review.