Intake Specialist (Client Support) - 58474536076

We are a fast-paced, high-growth US Criminal Defense firm dedicated to protecting the rights and futures of our clients. We handle a wide range of cases—from misdemeanors to serious felonies—and pride ourselves on providing responsive, aggressive, and client-centered representation.

We are currently restructuring our intake functions into a single, high-performance team. We are moving away from the "receptionist" model to a "Consultative Intake" model where there are no call transfers—just seamless, elite service from the first hello.

As a Legal Intake Specialist, you serve as the primary point of contact for prospective clients seeking legal representation during time-sensitive and often stressful situations.

• Full-Cycle Inquiry Management: Respond to inbound client inquiries via phone, email, and web forms.
• Case Documentation: Gather and document relevant case information accurately within our CRM (Clio).
• Strategic Follow-Up: Conduct proactive outreach with prospective clients to ensure no lead is left behind.
• Team Synergy: Communicate effectively with the legal team regarding client needs and the level of urgency.
• Confidentiality: Handle sensitive and confidential information with absolute discretion.

• Bilingual Mastery: Proficiency in Spanish and English is required to serve our diverse client base.
• The "Bedside Manner": You possess a calm, empathetic, and professional demeanor, especially when working with clients under extreme stress.
• Critical Thinking: You can think "outside the lines" of a script to solve problems and build trust quickly.
• Technical Precision: Excellent attention to detail and organizational skills; ability to manage multiple inquiries and follow-ups efficiently.
• Experience: Prior experience in legal intake or a law firm environment is preferred (Criminal Defense experience is a major plus). We also value backgrounds in high-touch hospitality or customer experience.

• Availability: This is a Full-Time Independent Contractor role. You agree to maintain availability to support timely responses to inbound inquiries during the firm’s business hours: 9:00 AM – 5:00 PM US Central Time (CST).
• Responsiveness: You will be expected to respond to assigned inbound inquiries within [X minutes] during the service window.
• Autonomy: You are responsible for managing your own schedule and workflow. You retain discretion over how and when services are performed, provided agreed-upon response times and deliverables are met.
• Flexibility: You may perform services for other clients, provided there is no conflict of interest with the firm.

• Timely and professional handling of all inbound inquiries.
• Accurate and complete intake documentation in Clio.
• Strong follow-up and high client engagement levels.
• Reliable communication and seamless coordination with the legal team.