Maintain accurate records and data related to intake calls and retention metrics
Collect detailed information regarding client matters and legal needs
Conduct initial intake calls with prospective new clients with compassion and empathy
Support the Client Intake Manager with reporting and departmental needs
Track ongoing contact with non-retaining prospective clients using spreadsheets
Communicate best practices for working with the firm and legal team
Follow firm guidelines to ensure consistent and effective communication with prospective clients

Timezone: PST
Software/Tools: Microsoft Word, Outlook, Excel, Windows Operating System, Adobe Acrobat, Clio or Datto
2-3 years of experience in client-facing or intake roles preferred
Strong proficiency with Microsoft Office Suite
Familiarity with legal or professional services environments a plus
Strong communication and interpersonal skills
High emotional intelligence and empathy
Confidence and diplomacy in challenging conversations
Ability to transition prospective clients into retained clients
Self-motivated and self-directed in a goal-oriented environment
Detail-oriented with strong organizational skills
Proficiency in Microsoft Office Suite and Windows OS
Familiarity with Adobe Acrobat
Experience with law practice management software (preferred)

Client Intake Representative I

Key skills