Intake Specialist At Triangle Divorce Lawyers, we understand that reaching out to a family law firm is rarely easy. For many, it’s one of the most important and difficult decisions they’ll make. That first conversation matters. We’re looking for an Intake Specialist who can provide a calm, supportive, and professional experience from the very first interaction—while confidently guiding prospective clients through the next steps in our process. Why This Role Matters Our Intake Specialists play a key role in shaping the client experience. You’ll be the first point of contact for individuals seeking clarity, direction, and support. Your ability to listen carefully, communicate clearly, and guide conversations with confidence helps ensure each person feels heard, informed, and prepared to move forward. What You’ll Do • Serve as the first point of contact for prospective clients via phone, email, and online inquiries • Lead intake conversations with empathy, professionalism, and structure • Gather key information while helping clients understand their options and next steps • Confidently guide prospective clients toward scheduling consultations when appropriate • Maintain consistent and thoughtful follow-up with individuals who have reached out • Track and manage inquiries within our CRM system (HubSpot experience is a plus) • Collaborate closely with attorneys and internal teams to ensure a smooth and supportive client experience • Maintain accurate and detailed records of all communications What We’re Looking For • Prior experience in a client-facing role that includes guiding individuals through decision-making (sales or consultative experience strongly preferred) • Strong communication skills with the ability to build trust quickly • A calm, professional presence—especially in sensitive or emotional conversations • Highly organized with strong attention to detail • Comfortable working in a structured, fast-paced environment • Experience with CRM systems (HubSpot preferred) • Reliable, collaborative, and solutions-oriented What Sets You Apart • You approach conversations with empathy and intention • You are confident in guiding people without making them feel pressured • You listen first, then respond with clarity and purpose • You take pride in creating a positive and supportive experience for every person you speak with Our Core Values in Action At Triangle Divorce Lawyers, our work is guided by values that shape every interaction: • Empower the Client – We provide clarity so clients can move forward with confidence • Communication Matters – We prioritize responsiveness and transparency • Collaboration Wins – We support one another and work as a team • Take Ownership – We follow through and take pride in our work • Growth Mindset – We are always learning and improving Why Join Us • A supportive, team-oriented environment where your role truly matters • Clear systems and processes to help you succeed • Opportunities for growth within a forward-thinking firm • The ability to make a meaningful impact during important moments in people’s lives Responsibilities: • Serve as the first point of contact for prospective clients, creating a professional, supportive, and welcoming experience • Guide intake conversations with clarity and empathy while gathering key information and identifying client needs • Help prospective clients understand the firm’s process and confidently move forward with scheduling consultations • Maintain consistent and timely follow-up with individuals to ensure they feel supported and informed throughout the intake process • Accurately document all interactions and manage leads within the CRM system while collaborating with the legal team to ensure a seamless handoff Qualifications: • Proven experience in a client-facing role involving guiding individuals through decisions (consultative sales or intake experience strongly preferred) • Excellent communication skills with the ability to build trust quickly and navigate sensitive conversations with professionalism • Strong listening skills with the ability to ask thoughtful questions and respond with clarity and confidence • Highly organized with strong attention to detail and the ability to manage multiple inquiries in a fast-paced environment • Comfortable using technology and CRM systems (HubSpot or similar) to track interactions and maintain accurate records Compensation: $55,000+

• Serve as the first point of contact for prospective clients, creating a professional, supportive, and welcoming experience • Guide intake conversations with clarity and empathy while gathering key information and identifying client needs • Help prospective clients understand the firm’s process and confidently move forward with scheduling consultations • Maintain consistent and timely follow-up with individuals to ensure they feel supported and informed throughout the intake process • Accurately document all interactions and manage leads within the CRM system while collaborating with the legal team to ensure a seamless handoff