Modern Family Law
Modern Family Law, a rapidly expanding law firm specializing in Family Law, is hiring a Remote Intake Specialist to join our sales team across Colorado, Texas, and Georgia. This candidate will be required to work an MT time zone shift.
If you are a dedicated professional seeking a dynamic and rewarding career in client services, this is your opportunity to shine with a leading firm.
Responsibilities
Monitor and respond promptly to inquiries across email, chat, and web forms, providing potential clients with information about the firm's services and setting expectations for the intake process.
Conduct conflict checks to ensure compliance with firm policies.
Answer incoming calls with professionalism and empathy, transferring calls to the appropriate team members, and handling voicemails and follow-ups as needed.
Manage and update client records in the CRM, ensuring accuracy and timeliness in data entry.
Distribute, collect, and process fee agreements and credit card authorizations, entering details into the system with precision and facilitating retainer fee transactions.
Schedule meetings and initial consultations for attorneys, coordinating with both clients and firm calendars.
Follow up with potential clients via phone, email, or chat to address questions, encourage engagement, and guide them through the next steps.
Track and log follow-up activities to maintain a complete record in the CRM.
Identify high priority leads and escalated them to attorneys or senior intake team members as necessary.
Actively participate in weekly intake meetings and contribute to continuous improvement efforts within the intake department.
Collaborate with other departments, including marketing, IT, and sales, to ensure smooth client experiences.
Requirements
Two to five years of experience in sales, customer service, or a related field, with a proven track record of client engagement and follow-up.
Experience in legal intake or a client service role is a plus.
As a remote‑first culture, all employees are expected to work from home with a reliable internet connection and a workstation that supports productive work during normal business hours.
Proficiency with Apple products and CRM systems, typing speed of 50 WPM or higher and excellent attention to detail.
Ability to communicate calmly and effectively with clients in stressful situations, demonstrating empathy and professionalism.
Strong organizational skills and ability to prioritize multiple competing tasks in a fast‑paced environment.
Client‑focused mindset, dedicated to delivering exceptional service and fostering positive client relationships.
Skills and Competencies
Excellent written and verbal communication skills with the ability to handle client interactions with care and clarity.
Strong organizational skills, with the ability to handle multiple priorities and meet tight deadlines.
High attention to detail, ensuring accuracy in client records, communications, and transaction processing.
Ability to collaborate effectively within a supportive, professional work culture.
Adaptability and flexibility, thriving in both remote work and in‑person settings when required.
Proficiency in CRM systems and technology used in remote client management.
ADA Compliance All candidates and incumbents are expected to perform the duties as assigned so long as they can meet the expectations set forth with or without reasonable accommodations. Should a candidate require accommodation, they need to advise the Director of People & Culture in advance.
Compensation $20 - $24 per hour. The range presented is a reliable estimate of the base salary this individual is expected to receive. Actual pay will be adjusted based on experience, location, internal and external pay equity, and other job‑related factors as permitted by law. Full‑time employees may be eligible for health insurance with an optional Flexible Spending Account or a Health Savings Account, short‑term disability, long‑term disability, dental insurance, vision care, life insurance, 401(k) retirement, vacation, sick time, and an employee assistance program to support the personal wellness needs of our employees.
Benefits
Health Care Plan (Medical, Dental & Vision)
Retirement Plan (401k, IRA)
Life Insurance (Basic, Voluntary & AD&D)
Paid Time Off (Vacation, Sick & Public Holidays)
Short Term & Long Term Disability
Training & Development
Work from Anywhere – eligible after 6 months.
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If you are a dedicated professional seeking a dynamic and rewarding career in client services, this is your opportunity to shine with a leading firm.
Responsibilities
Monitor and respond promptly to inquiries across email, chat, and web forms, providing potential clients with information about the firm's services and setting expectations for the intake process.
Conduct conflict checks to ensure compliance with firm policies.
Answer incoming calls with professionalism and empathy, transferring calls to the appropriate team members, and handling voicemails and follow-ups as needed.
Manage and update client records in the CRM, ensuring accuracy and timeliness in data entry.
Distribute, collect, and process fee agreements and credit card authorizations, entering details into the system with precision and facilitating retainer fee transactions.
Schedule meetings and initial consultations for attorneys, coordinating with both clients and firm calendars.
Follow up with potential clients via phone, email, or chat to address questions, encourage engagement, and guide them through the next steps.
Track and log follow-up activities to maintain a complete record in the CRM.
Identify high priority leads and escalated them to attorneys or senior intake team members as necessary.
Actively participate in weekly intake meetings and contribute to continuous improvement efforts within the intake department.
Collaborate with other departments, including marketing, IT, and sales, to ensure smooth client experiences.
Requirements
Two to five years of experience in sales, customer service, or a related field, with a proven track record of client engagement and follow-up.
Experience in legal intake or a client service role is a plus.
As a remote‑first culture, all employees are expected to work from home with a reliable internet connection and a workstation that supports productive work during normal business hours.
Proficiency with Apple products and CRM systems, typing speed of 50 WPM or higher and excellent attention to detail.
Ability to communicate calmly and effectively with clients in stressful situations, demonstrating empathy and professionalism.
Strong organizational skills and ability to prioritize multiple competing tasks in a fast‑paced environment.
Client‑focused mindset, dedicated to delivering exceptional service and fostering positive client relationships.
Skills and Competencies
Excellent written and verbal communication skills with the ability to handle client interactions with care and clarity.
Strong organizational skills, with the ability to handle multiple priorities and meet tight deadlines.
High attention to detail, ensuring accuracy in client records, communications, and transaction processing.
Ability to collaborate effectively within a supportive, professional work culture.
Adaptability and flexibility, thriving in both remote work and in‑person settings when required.
Proficiency in CRM systems and technology used in remote client management.
ADA Compliance All candidates and incumbents are expected to perform the duties as assigned so long as they can meet the expectations set forth with or without reasonable accommodations. Should a candidate require accommodation, they need to advise the Director of People & Culture in advance.
Compensation $20 - $24 per hour. The range presented is a reliable estimate of the base salary this individual is expected to receive. Actual pay will be adjusted based on experience, location, internal and external pay equity, and other job‑related factors as permitted by law. Full‑time employees may be eligible for health insurance with an optional Flexible Spending Account or a Health Savings Account, short‑term disability, long‑term disability, dental insurance, vision care, life insurance, 401(k) retirement, vacation, sick time, and an employee assistance program to support the personal wellness needs of our employees.
Benefits
Health Care Plan (Medical, Dental & Vision)
Retirement Plan (401k, IRA)
Life Insurance (Basic, Voluntary & AD&D)
Paid Time Off (Vacation, Sick & Public Holidays)
Short Term & Long Term Disability
Training & Development
Work from Anywhere – eligible after 6 months.
#J-18808-Ljbffr