Global Intake Specialist

Are you driven by the opportunity to transform qualified leads into meaningful client consultations?

Do you thrive in a fast-paced, remote environment while managing a robust intake system?

Can you ensure that every potential client sees the value of speaking with our legal team?

Is empathetic communication and effective follow-through at the heart of your professional approach?

• Please do not reach out through our website's contact information (telephone, email, or web chat) or via direct messaging on any social media platform.

• →Lead Management: Handle inbound leads from website inquiries, social media, referrals, phone calls, and chats, ensuring prompt response and structured follow-up.
• →Client Qualification: Screen leads for potential eligibility and value using prescribed firm SOPs and scripts.
• →Consult Scheduling: Communicate the value of the firm’s services and confidently guide qualified prospects toward securing a consultation with an attorney, aiming to book the consultation on the initial call.
• →Follow-Up: Consistently follow up with potential clients to maintain engagement and ensure consultations move forward as scheduled.
• →Engagement Agreements: Prepare and send engagement agreements, ensuring they are signed and returned promptly.
• →Data Management: Maintain accurate and up-to-date records in Clio, ensuring all interactions are logged.
• →Process Improvement: Identify and act upon opportunities to streamline and enhance the intake process.
• →Reporting: Contribute to team success by tracking performance metrics and achieving monthly targets.
• →What Success Looks Like: A successful person in this role improves consultation booking and show rates by effectively engaging qualified prospects and driving them toward scheduled consultations with the firm’s attorneys.

• Bilingual Fluency: Must be fluent in both Spanish and English, capable of engaging diverse client populations.
• Sales Experience: Proven experience in consultative sales within professional services, emphasizing empathy over high-pressure tactics.
• Follow-Up Skills: Demonstrated persistence and ability to handle objections empathetically and effectively.
• Tech Proficiency: Familiarity with CRM systems, particularly Clio, plus Microsoft 365 and communication tools like WhatsApp.
• Self-Starter: High initiative, able to act independently without needing direction, and continuously seek improvement.
• Communication: Excellent communication skills with a focus on empathetic client interactions.
• Process Discipline: Ability to diligently follow scripts and SOPs while adapting as needed to client contexts.
• Coachable: Open to feedback and adaptable to process improvements, with an eagerness to learn and grow.
• Remote Work Readiness: Proven ability to thrive in a remote work environment while maintaining accountability, communication, and consistent performance.

• Meaningful Impact: Work where your efforts directly change lives and facilitate dreams.
• Leadership Access: Collaborate closely with partners and influence firm growth.
• Professional Growth: Join a team that values continuous learning and skill development.
• Supportive Culture: Be part of a team that prizes clarity, data-driven decisions, and collaborative improvements.