Job Summary
A company is looking for an Intake Specialist in Georgia (Remote).
Key Responsibilities
- Respond to inquiries via email, chat, and web forms, providing information about services and setting expectations for the intake process
- Conduct conflict checks, manage client records in the CRM, and facilitate retainer fee transactions
- Schedule meetings for attorneys and follow up with potential clients to guide them through the next steps
Required Qualifications
- 2-5 years of experience in sales, customer service, or a related field, preferably in legal intake
- Proficiency with Apple products and CRM systems, with a typing speed of 50 WPM or higher
- Strong organizational skills and ability to prioritize multiple tasks in a fast-paced environment
- Client-focused mindset dedicated to exceptional service and positive client relationships
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