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Texas Licensed Intake Specialist

7/10/2025

Not Specified

Job Summary

A company is looking for an Intake Specialist in Texas (Remote).

Key Responsibilities
  • Monitor and respond to inquiries via email, chat, and web forms, providing information about the firm's services
  • Manage client records in the CRM, ensuring accuracy and facilitating retainer fee transactions
  • Schedule meetings and initial consultations for attorneys, while following up with potential clients to guide them through the intake process
Required Qualifications
  • 2-5 years of experience in sales, customer service, or a related field, preferably with legal intake experience
  • Proficiency with Apple products and CRM systems, with a typing speed of 50 WPM or higher
  • Strong organizational skills with the ability to prioritize multiple tasks in a fast-paced environment
  • Client-focused mindset dedicated to delivering exceptional service
  • Ability to communicate effectively and empathetically with clients in stressful situations

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