Overview. The Intake Specialist handles the Firm’s initial contact with potential new clients. The primary functions are to (1) qualify and screen leads for type of law and conflict of interest, (2) initiate the pre-engagement glide path, and (3) ensure all leads are properly directed through the intake funnel. Reporting Relationship. The Intake Specialist reports to the Firm Administrator (or Owner, until the Administrator position is filled). A...
