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Job Description – Intake Specialist Company: Legacy Solutions Law Firm Website: https://www.floridalegacylaw.com/ Type of agreement: Contractor This is a full-time remote position. Preferred background: Experience in law firms focused on Elder Law, Business Law, Asset Protection, or Tax Law is strongly preferred. Do you want a mission-driven career in a positive environment where you have autonomy, your opinions are respected, and you have significant opportunities for growth? We help secure the futures of special needs children and adults by helping their families build customized estate plans. We also help high-achieving professional families by tailoring legal and advisory services, ensuring seamless coordination of personal, financial, and planning needs. We are growing fast, and we need an Intake Specialist who can hit the ground running. Legacy Solutions Law Firm provides estate planning, probate, and guardianship legal services and is based in Hollywood, Florida. We handle matters statewide. We are seeking an Intake Specialist with outstanding communication and organizational skills. Excellent training and clear expectations will be provided. You will be treated as a professional, and we will invest in you to help you meet your personal goals. Client Relationship Focused Tasks Maintain a high level of customer service when interacting with clients. Ensure a positive client experience and represent the firm's values at all times. Collect necessary information from potential clients to assess their legal needs. Make referrals to callers looking for assistance outside of our practice areas. Active and consistent follow-up with potential clients who expressed interest but did not immediately retain the firm's services. Take and deliver messages for team members as appropriate. Work as a backup for reception and other administration, as needed. Make introductory calls to clients on behalf of the firm and send welcoming emails. Serve as the primary point of contact during the pre-engagement process, answering questions and keeping clients updated. Alert supervisor to potential conflicts of interest identified during the intake process. Administrative Tasks Accurately record and maintain detailed client information, including appointments and case details. Send questionnaires for case information to new clients. Open cases to initiate the legal process. Log all calls in the Lead Tracking Chart and CRM. Prepare and send accurate consultation invoices and track payments. Schedule appointments between prospective clients and the sales team. Reserve the conference room for in-person meetings. Help build and regularly review the intake process and suggest improvements. Prepare and present regular reports on intake activities. Attend regular team meetings and participate in ongoing training opportunities. Qualifications High School Diploma or equivalent. Previously held a role as an intake specialist at a law firm, Elder Law, Business Law, Asset Protection, or Tax Law. Proficient with business phone systems, office computer systems, and CRMs. To be considered for remote work, you must meet or exceed all requirements and expectations and possess a unique blend of skills, experience, and personal attributes that make you stand out from other candidates. This role offers an exciting opportunity for personal and professional growth within our organization. Important Candidates must apply in English and ensure their CV is error-free. #J-18808-Ljbffr
