Intake Specialist

Law firm in Columbia, SC is seeking an Intake Specialist to serve as the first point of contact for prospective clients. This role is critical in delivering a high-quality client experience, evaluating new inquiries, and supporting the conversion of leads into retained clients. This is an excellent opportunity for someone who thrives in a fast-paced, client-focused environment and enjoys making a meaningful impact.

Responsibilities:

• Serve as the primary point of contact for incoming client inquiries via phone, web submissions, and referrals
• Deliver a professional, empathetic, and reassuring experience to all prospective clients
• Conduct structured intake conversations to collect key information and assess client needs
• Identify and qualify potential cases aligned with the organization’s core service areas
• Accurately document client details and interaction notes within a CRM or case management system
• Route qualified opportunities to appropriate internal teams in a timely manner
• Follow up with prospective clients to nurture relationships and support conversion to signed engagements
• Track and manage the intake pipeline to ensure timely response and no missed opportunities
• Assist with scheduling consultations and supporting onboarding-related administrative tasks
• Maintain organized, accurate, and up-to-date records across all intake activities

Qualifications:

Required:

• 1–3 years of experience in customer service, call center operations, or client-facing roles
• Strong verbal communication skills with a professional and confident phone presence
• Proven ability to build rapport quickly and guide conversations effectively
• Excellent listening skills and high emotional intelligence
• Strong organizational skills with keen attention to detail

Preferred:

• Experience in a law firm, healthcare setting, or other professional services environment
• Familiarity with CRM or case management platforms
• Experience handling high-volume inbound calls or lead-driven environments
• Military background or experience working with diverse populations is a plus

Compensation & Benefits:

• Salary range based on experience: $35,000-$43,000
• PTO, Health Insurance, 401k match