Client Intake Specialist (Legal Professional Services)

Overview:We are seeking a detail-oriented Intake and Client Relations Specialist 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 clientsEvaluate and qualify leads based on defined criteriaCoordinate and schedule consultations with qualified prospectsConduct timely follow-ups to nurture and engage potential clientsMonitor and report conversion performance metricsAssist with client onboarding and transition processes Key Performance Indicators (KPIs):Show-up rateConversion rateResponse timeRequirements:Minimum of 2 years of experience in sales or intake-related rolesStrong verbal and written English communication skillsProficiency in client management platforms such as Clio and similar CRM systems and firm toolsAbility to navigate and operate within structured systems and internal workflows with accuracy and efficiencyComfortable engaging in client-facing phone and video communicationsTechnical Requirements: Dedicated Windows 11 computer requiredReliable high-speed internet connection, with a backup internet option preferredProfessional, quiet, and distraction-free home workspaceIndependent Contractor Perks:Permanent work from homeImmediate hiringHealth Insurance Coverage for eligible locationsNote: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.