Intake Specialist

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Our Client is a forward-thinking law firm dedicated to providing top-tier legal services in estate planning, estate administration, and estate litigation. They’re committed to innovation, excellence, and client-centered solutions to ensure every client’s best possible experience.

The Intake Specialist serves as the first point of contact for prospective clients (PNCs), managing lead qualification, scheduling consultations, and maintaining client records while supporting the firm’s sales and referral processes.

• Conduct initial screenings to assess potential new clients.
• Identify and refer unqualified leads appropriately.
• Follow up with qualified leads to complete intake steps.
• Set up and confirm consultations.
• Ensure collection of ...