Job Details

Description

Our Real Estate Law Firm is seeking a savvy, polished, and productive Receptionist/Intake Specialist who will focus on connecting us with potential clients and providing an exceptional customer service experience. This position plays a critical role in ensuring that everyone who contacts the firm feels welcomed, supported, and confident that we care about helping them.

You will work closely with our Customer Relationship Management (CRM) system and our Senior Intake Specialist to develop and follow processes that effectively screen, qualify, and guide leads through our intake funnel.

As the first point of contact for potential clients, you will be instrumental in creating a strong first impression, guiding prospects through the intake process, and ensuring all leads are properly qualified and scheduled.

Health & Dental Benefits included. Position is hybrid and requires in-office, in-person time.

Responsibilities

• Handle incoming calls and emails, greeting prospects, clients, and referral sources with professionalism and care
• Transfer incoming calls to other team members
• Screen and qualify leads to determine suitability for the firm, gauge urgency, and identify potential conflicts of interest
• Schedule client meetings and initial consultations, and collect payments for engagements
• Initiate the pre-engagement process to improve consultation show-up rates and client engagement
• Provide attorneys with all necessary information to prepare for consultations
• Follow up with potential clients who do not schedule, miss consultations, or have not signed engagement agreements
• Maintain accurate records in the firm's CRM (Lawmatics), tracking leads, referrals, consultations, and key metrics
• Ensure every person who contacts the firm is better off-whether by scheduling a consultation, receiving a referral, or accessing helpful resources

Qualifications

• Prior customer service experience required; legal or real estate experience is a plus
• Experience with CRMs and data tracking/reporting is required
• Strong phone and email communication skills with excellent attention to detail
• Ability to manage multiple calls and tasks efficiently
• Empathy and real-life experience ("battle scars") are a plus, allowing you to connect meaningfully with clients facing challenges
• Education or experience equivalent to a bachelor's degree preferred, but not required