Intake Specialist

Company Description

Geiger Legal Group, LLC serves clients across Georgia and Tennessee from offices in Canton, Dalton, Woodstock, and Chattanooga. Our mission is to rebuild lives by telling our clients’ stories and advocating for them when it matters most. Our attorneys are experienced trial lawyers with a proven record of recovering millions for clients each year. By handling a limited number of cases, we are able to provide every client with the personal attention, strategic guidance, and dedicated representation they deserve. With a client-focused approach rooted in integrity, compassion, and results, Geiger Legal Group, LLC helps individuals and families find clarity, confidence, and support through life’s most challenging moments.

Role Description

The Intake Specialist is the first voice prospective clients hear when they contact our firm. This person plays a critical role in turning qualified leads into signed clients by combining empathy, professionalism, and strong sales instincts. 

In this role, you will speak with people who may be going through one of the most difficult times in their lives. Your job is to make them feel heard, supported, and confident in taking the next step with our firm. You will guide potential clients through the intake process, gather key information, explain how we can help, and move qualified leads toward retention. 

This is an ideal role for someone who is compassionate and emotionally intelligent, but also driven, accountable, and motivated by results. The right person for this position understands that empathy and sales go hand in hand: people need to feel cared for before they are ready to say yes. 

This is a full-time, in-office position based in our Canton office.  

Compensation 

• Base salary: $40,000–$50,000 
• Commission opportunity: up to $60,000 total compensation 
• Compensation structure will reward strong performance, responsiveness, and conversion results 

Key Daily Responsibilities:

Lead Response and Client Conversion 

• Serve as the first point of contact for prospective clients by phone, text, email, and web form 
• Respond to new leads with urgency, professionalism, and empathy 
• Build trust quickly and confidently guide qualified leads through the intake process 
• Help convert potential clients into signed clients by clearly communicating the firm’s value and next steps 
• Follow up consistently with undecided, unresponsive, or incomplete leads to improve conversion rates 
• Create appropriate urgency while remaining compassionate and client-centered 

Intake and Case Screening 

• Conduct thorough intakes by collecting accurate personal, incident, and case-related information 
• Evaluate whether a matter fits the firm’s practice areas and escalate to an attorney when appropriate 
• Explain the intake process clearly and set expectations for prospective clients 
• Send retainer agreements and assist clients with completing e-signatures 
• Complete intakes for matters outside the firm’s scope when needed and provide professional, warm referrals 

CRM Management and Documentation 

• Maintain complete, accurate, and timely records in the firm’s CRM and case management systems 
• Document all calls, follow-ups, notes, and status updates in real time 
• Track lead activity, follow-up attempts, and conversion progress with strong attention to detail 
• Ensure no qualified lead falls through the cracks 

Responsiveness and Accountability 

• Meet response-time expectations for new inbound leads, including rapid response during scheduled shifts 
• Take ownership of follow-up, pipeline movement, and conversion outcomes 
• Stay organized and manage a high volume of inquiries without sacrificing quality or empathy 
• Use sound judgment to identify urgent matters and coordinate with attorneys or leadership when needed 

Team Collaboration and Professionalism 

• Represent the firm with professionalism, warmth, and a high standard of client service 
• Maintain confidentiality and handle sensitive information with discretion 
• Collaborate closely with attorneys and leadership to ensure a smooth intake-to-sign-up process 
• Contribute to a culture of accountability, responsiveness, and excellent client care 

Qualifications

• 2 years of experience in intake, sales, customer service, call center, legal support, or a similar client-facing role 
• Strong phone presence with the ability to build rapport, show empathy, and confidently ask for commitment 
• Proven ability to balance compassion with results in a fast-paced environment 
• Excellent verbal and written communication skills 
• Strong organizational skills and close attention to detail 
• Comfortable using CRMs, case management systems, and general office technology; Litify experience is a plus 
• Able to multitask, prioritize effectively, and stay calm under pressure 
• Self-motivated, dependable, and accountable for performance 
• High school diploma or equivalent required; associate’s or bachelor’s degree preferred 
• Legal intake or personal injury experience preferred, but not required for the right candidate