What are the responsibilities and job description for the Client Intake Specialist position at Rebecca K Sapp Law Firm?
Are you a people-first communicator with a passion for helping others during difficult times? Our personal injury law firm is looking for a motivated Intake Specialist to be the first point of contact for potential clients. You'll play a critical role in converting leads into signed cases while delivering a compassionate, world-class experience from the very first call.
What you'll do
- Answer inbound calls, web inquiries, and referrals promptly and professionally, ensuring no lead goes uncontacted.
- Conduct thorough intake interviews to gather case details and qualify prospective clients against firm criteria.
- Confidently present the firm's services and guide potential clients through the sign-up process — hitting weekly and monthly conversion targets.
- Follow up persistently with prospects via phone, text, and email to maximize case sign-ups.
- Accurately document all client information and case notes in the firm's case management system (CRM).
- Coordinate with attorneys and paralegals to ensure smooth handoff of newly signed clients.
- Handle client inquiries with empathy, professionalism, and urgency.
What we're looking for
- 2 years of experience in a sales, customer service, or client-facing intake role (legal, healthcare, or financial services preferred).
- Proven track record meeting or exceeding sales conversion goals or KPIs.
- Exceptional communication skills — warm, persuasive, and clear on both phone and in writing.
- Ability to handle high call volume while maintaining accuracy and a positive attitude.
- Strong organizational skills and attention to detail in data entry and documentation.
- Empathy and sensitivity when speaking with injured individuals and their families.
- Proficiency with CRM software or case management systems; ability to learn new technology quickly.
- Bilingual in English and Spanish is a strong plus — additional compensation may be offered.
Why join us
- Competitive base salary performance-based incentives.
- Comprehensive benefits including health, dental, and vision coverage.
- Paid time off, including vacation, sick leave, and holidays.
- Supportive team environment at a fast-growing, client-focused firm.
- Opportunity to grow within the firm — many of our intake specialists advance into paralegal or operations roles.
Salary : $18