Legal Intake Specialist

Modern Law PLLC

Legal Intake Specialist

Mesa, AZ
Full Time
Paid
  • Responsibilities

    About Modern Law Modern Law is a dynamic, family-centered law firm on a mission to make the divorce and family law process more compassionate, transparent, and effective. We believe that the first call or consultation sets the tone for a client’s entire experience — which is why our intake team plays one of the most important roles in the firm. Position Summary We’re looking for a confident, outgoing, and emotionally intelligent professional to lead the client intake process. This role combines customer service, sales, and leadership — helping potential clients take their first steps toward legal representation while supporting our team of Client Advocates. You’ll be the voice of the firm for new clients — building trust, listening deeply, and guiding people toward the right solution. You’ll also help shape our sales process, track results, and ensure every lead receives an exceptional experience. Responsibilities: • Work with marketing to collaborate on outbound sales tactics and partnerships with other law firms in order to help bring in new cases • Book consultations for prospective clients with our lawyers to expand our caseload and ensure meeting schedules are accurate • Take charge of various office tasks such as email correspondence, document management, data organization, and research to make sure our firm is running at peak efficiency • Screen incoming potential client phone calls to make sure the case falls within the scope of the firm, while helping the caller feel heard and understood • Serve as the first point of contact for potential clients by phone, email, or online inquiries. • Build rapport quickly, listen actively, and help potential clients make confident decisions about hiring the firm. • Guide clients through scheduling consultations and completing intake forms. • Coach and support other client advocates on communication, empathy, and conversion techniques. • Track leads, consultations, and conversion rates using our CRM and intake software (Clio Grow, Acuity, Trello). • Collaborate with the marketing team to improve lead quality and follow-up systems. • Participate in regular role-plays, training, and team reviews to continually improve performance. • Provide data insights and recommendations to management on what’s working — and what’s not. Qualifications: • Possesses outstanding communication skills and sense of empathy • Previous customer service or sales experience preferred • CRM and case management software experience a plus • High school diploma or GED is a requirement; Bachelor’s degree is a plus Compensation: $25 - $30 per hour

    • Serve as the first point of contact for potential clients by phone, email, or online inquiries. • Build rapport quickly, listen actively, and help potential clients make confident decisions about hiring the firm. • Guide clients through scheduling consultations and completing intake forms. • Coach and support other client advocates on communication, empathy, and conversion techniques. • Track leads, consultations, and conversion rates using our CRM and intake software (Clio Grow, Acuity, Trello). • Collaborate with the marketing team to improve lead quality and follow-up systems. • Participate in regular role-plays, training, and team reviews to continually improve performance. • Provide data insights and recommendations to management on what’s working — and what’s not.