Modern Family Law · 9 hours ago
Intake Specialist
United States
Full-time
Remote
Entry, Mid Level
$20/hr - $24/hr
2+ years expModern Family Law is a rapidly expanding law firm specializing in Family Law. They are seeking a remote Intake Specialist to play a critical role in welcoming potential clients and guiding them through their initial interactions with the firm, ensuring a positive intake experience.
Legal
Responsibilities
Monitor and respond promptly to inquiries across email, chat, and web forms, providing potential clients with information about the firm's services and setting expectations for the intake process
Conduct conflict checks to ensure compliance with firm policies
Answer incoming calls with professionalism and empathy, transferring calls to the appropriate team members, and handling voicemails and follow-ups as needed
Manage and update client records in the CRM, ensuring accuracy and timeliness in data entry
Distribute, collect, and process fee agreements and credit card authorizations, entering details into the system with precision and facilitating retainer fee transactions
Schedule meetings and initial consultations for attorneys, coordinating with both clients and firm calendars
Follow up with potential clients via phone, email, or chat to address questions, encourage engagement, and guide them through the next steps
Track and log follow-up activities to maintain a complete record in the CRM
Identify high priority leads and escalate them to attorneys or senior intake team members as necessary
Actively participate in weekly intake meetings and contribute to continuous improvement efforts within the intake department
Collaborate with other departments, including marketing, IT, and sales, to ensure smooth client experiences
Qualification
Required
Two to Five (2-5) years of experience in sales, customer service, or a related field, with a proven track record of client engagement and follow-up
As our culture is remote-first, all employees are expected to have the ability to work from home with a reliable internet connection and to set up a workstation that supports productive work during normal business hours
Proficiency with Apple products and CRM systems, with a typing speed of 50 WPM or higher and excellent attention to detail
Ability to communicate calmly and effectively with clients in stressful situations, demonstrating empathy and professionalism
Strong organizational skills and the ability to prioritize multiple competing tasks in a fast-paced environment
Client-focused mindset, dedicated to delivering exceptional service and fostering positive client relationships
Excellent written and verbal communication skills with the ability to handle client interactions with care and clarity
Strong organizational skills, with the ability to handle multiple priorities and meet tight deadlines
High attention to detail, ensuring accuracy in client records, communications, and transaction processing
Ability to collaborate effectively within a supportive, professional work culture
Adaptability and flexibility, thriving in both remote work and in-person settings when required
Proficiency in CRM systems and technology used in remote client management
Preferred
Experience in legal intake or a client service role is a plus
Benefits
Health Care Plan (Medical, Dental & Vision)
Retirement Plan (401k, IRA)
Life Insurance (Basic, Voluntary & AD&D)
Paid Time Off (Vacation, Sick & Public Holidays)
Short Term & Long Term Disability
Training & Development
Work from Anywhere -- eligible after 6 months.
Company
Modern Family Law
Modern Family Law is a national family law firm focusing on modern solutions for today's families.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
M. David Johnson
Chief Executive Officer
Dani Zhang, MBA
Chief Financial Officer
Recent News
ACCESSWIRE Newsroom
2025-01-14
Company data provided by crunchbase