Intake Specialist

Are you a highly effective and empathetic communicator with the ability to move conversations forward?

Do you excel in fast-paced, high-volume environments where urgency and responsiveness are key?

Can you transform relationships with empathy while navigating the complexities of personal injury and family law cases?

Are you ready to elevate the intake process and significantly impact revenue growth at a dynamic law firm?

• 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 Conversion: Manage approximately 150 inbound calls per week, including prompt handling of web and overnight inquiries, owning the full intake process from initial contact through follow-up. Qualify leads, build trust quickly, and actively convert prospective clients, handling each lead with urgency and consistent follow-up.
• →Consult Scheduling: Coordinate and schedule consultations for qualified Family Law leads while ensuring a smooth and organized transition to the legal team. Maintain accuracy, confirm appointments, and proactively reduce no-shows through consistent communication.
• →Client Interaction: Serve as the first point of contact, conveying the firm’s value through clear, empathetic communication while building trust and delivering a strong first impression.
• →Process Management: Maintain adherence to the intake process, helping ensure a smooth and consistent workflow. Take initiative in improving processes by identifying and addressing bottlenecks.
• →Performance & Accountability: Maintain strong performance across key metrics including call volume, consult scheduling, and conversions. Stay proactive in meeting targets, identifying gaps, and continuously improving results.
• →Case Handoff: Ensure a smooth and timely transition of new clients to Case Managers, with clear communication and complete information, supporting a consistent and high-quality client experience.
• →Data Management: Maintain accurate and detailed documentation of all interactions in systems such as Filevine and Lead Docket. Ensure information is complete, organized, and actionable to support team efficiency and continuity of service.

• Sales Experience: 3–5 years preferred, with a proven ability to guide conversations toward action and drive meaningful results.
• Communication Skills: Strong verbal communication skills, with the ability to handle sensitive conversations with empathy, clarity, and professionalism.
• High Urgency: Operates with a strong sense of urgency, effectively managing a high volume of calls while maintaining timely and responsive follow-up.
• Customer Service Orientation: Demonstrates genuine empathy and care, building trust and fostering positive relationships with clients during challenging situations.
• Tech Proficiency: Comfortable navigating systems such as Filevine and Lead Docket, ensuring accurate and efficient documentation.
• Driven Personality: Self-motivated and results-oriented, with a proactive mindset and a natural drive to improve and succeed.

• Professional Growth: Opportunity to develop into a lead role with potential to build and manage an intake team.
• Meaningful Work: Make a real difference in people’s lives by being their first point of contact during challenging situations, providing guidance, reassurance, and a positive experience from the very start.
• Leadership Access: Work closely with firm leaders Ashley and Sean Brodie, gaining direct exposure, mentorship, and insights from experienced decision-makers.
• Impactful  Work: This role provides true ownership of a critical function within the firm, with the opportunity to refine processes, improve performance, and influence how intake is done moving forward.