What are the responsibilities and job description for the Client Intake Specialist position at Merlin Law Group?
Were looking for a Client Intake Specialist to serve as the gateway to our firms client experience and play a key role in supporting case acquisition. This position sets the tone for professionalism, responsiveness, and trust from the very first interaction.
Blending client experience, structured intake, and operational precision, this role ensures every prospective client is heard, guided, and supported throughout the intake process. The Client Intake Specialist is responsible for gathering, organizing, and documenting critical client and case information, ensuring attorneys are equipped with complete and accurate details to efficiently evaluate potential matters.
What You'll Do
- Answer calls, emails, and online inquiries from prospective clients
- Conduct intake conversations and collect key case information
- Enter and manage data in our CRM system
- Track leads and follow up to keep cases moving forward
- Collect and organize client documents
- Facilitate communication between prospective clients, attorneys, and internal teams
- Partner with Marketing to support lead flow optimization, tracking, and conversion efforts
- Deliver a professional, empathetic, and responsive client experience
Our Ideal Candidate
- Strong communication skills and professional phone presence
- Ability to build rapport and handle sensitive conversations
- Highly organized with strong attention to detail and accuracy
- Comfortable multitasking in a fast-paced environment
- Deliver a professional, empathetic, and responsive client experience
- Experience in customer service, intake, call center, or legal support preferred
- CRM experience (like HubSpot) is a plus
Why Join Us
- Flexible scheduling options (including evenings and weekends)
- Opportunity to make a real impact on client experience
- Collaborative, team-oriented environment
- Growth opportunities within a dynamic legal organization
What We Offer
- Competitive salary based on experience
- Medical, dental, vision, and life insurance
- 401(k) with competitive match
- Short- & Long-Term disability
Note to Recruiters & Staffing Agencies: Thank you for your interest in our job advertisement. To streamline our communication process, we kindly request that you direct all inquiries to careers@merlinlawgroup.com. Please, no phone calls or direct emails to our employees. We appreciate your cooperation and look forward to collaborating with you.
Merlin Law Group is an equal employment opportunity employer and is committed to providing equal employment opportunity to all qualified persons without regard to such factors as race, color, sex, religion, national origin, age, disability, marital status, gender identity/expression, sexual orientation, genetic information, or any other protected status, consistent with federal, state, and local equal employment opportunity laws.