Client Intake Specialist

SUMMARY

Purpose:

Serve as the first point of contact for people seeking legal help by handling inquiries with empathy, accuracy, and urgency so qualified prospects move quickly toward becoming clients.

Mission:

Answer, screen, and follow up on inbound leads so every potential client feels heard, understood, and guided into the right next step with the firm.

Get It, Want It, Capacity (GWC):

Understands the role, wants the responsibility, and has the skills, time, and energy to execute it at a high level.

Possess a comprehensive understanding of the role's intricacies, its significance, and its specific responsibilities.

Core Values (HECTOR):

Hungry: We are hungry. We take on tough challenges finding a way to win.

Execute: We take action with urgency and passion.

Compassion: We care for and respect our clients and our team members.

Team Over Self: We advance the team over self, we succeed or fail together.

Ownership: We take responsibility for all results.

Do the RIGHT thing: We do the right thing, every time.

Most Critical Outcome (MCO):

Qualified leads are handled promptly, screened accurately, and moved to attorney consults or sign-ups with minimal delay or data errors.

Drivers & Obsessions:

These represent general focus areas that guide priorities and can evolve with company needs.

• Fast response time.
• Empathetic communication.
• Accurate data capture.
• Script adherence.
• Follow-up discipline.
• Clear consult scheduling.

To be successful in this role, the individual must be able to perform the essential duties of the role and meet the performance expectations of the seat. The requirements below represent the knowledge, skills, and abilities required.