Intake Specialist – Intake & Client Relations Specialist

• Coordinate with the team to ensure call coverage during absences or breaks
• Act as backup for phone answering or intake coverage when needed
• Make outbound calls at the client’s request
• Coordinate with reception to ensure proper handoffs, handling 15–30 calls per day
• Maintain accurate records in Clio and Clio Grow
• Persuasively convert new leads into qualified clients
• Answer and return intake and follow-up calls from new and existing clients
• Perform intake-related administrative tasks, data entry, and legal document management
• Conduct collections outreach when applicable
• Contribute to intake projects and tasks as business needs evolve
• Support existing clients with general, non-substantive inquiries
• Schedule appointments and follow-ups
• Handle inbound calls and provide updates or information on current cases

• Previous experience in intake, legal support, customer service, sales, call center, or a related client-facing role
• Strong verbal and written English communication skills
• Excellent bilingual communication skills in English and Spanish
• Ability to confidently communicate with prospective clients and build trust
• Comfortable handling inbound and outbound calls
• Ability to maintain accurate client records and confidential information
• Reliable computer and phone availability throughout scheduled working hours
• Strong and dependable internet connection and professional home office setup
• Ability to provide a rapid emergency contact method, such as WhatsApp or a personal phone number
• Availability Monday through Friday, 8:00 AM to 5:00 PM Pacific Standard Time
• Experience with Clio, Clio Grow, phone and communication systems, and Microsoft Office or comparable productivity tools
• Approximately 5 to 10 inbound calls per day and 10 to 12 outbound calls per day
• Strong persuasive and consultative communication abilities
• Excellent listening and interpersonal skills
• Strong client service orientation
• Professional and courteous demeanor
• Highly reliable and punctual
• Strong responsibility and accountability
• Excellent follow-through and responsiveness
• Strong organizational and time management skills
• Detail-oriented approach to data entry and record management
• Independent and proactive work style
• Resourceful problem-solving ability
• Adaptability and willingness to take on additional intake-related tasks and projects
• Ability to coordinate effectively with team members to maintain consistent phone coverage
• Professional judgment when handling client communications and non-substantive inquiries

• Remote work opportunity
• Great Place to Work Certification environment
• Recruiter guidance through the application process