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Intake Specialist

Daic Law, Houston, Texas, United States, 77246

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Daic Law is dedicated to providing client-focused legal guidance and representation, ensuring individuals receive personalized attention. The firm specializes in a variety of civil litigation matters, including debt defense and Chapter 7 bankruptcy. With a commitment to excellence, Daic Law supports members of the community seeking legal assistance tailored to their unique situations.

Role Description This is a full-time hybrid role for an Intake Specialist based in Texas, with flexibility for remote work. The Intake Specialist will manage client intake processes, communicate with clients and potential clients, follow up on leads, gather necessary information for case evaluations, and ensure a professional, compassionate & empathic experience. Additionally, the individual will assist with administrative tasks, updating the CRM, and maintain client records accurately.

Qualifications

Strong Communication and Interpersonal Skills for engaging with clients, legal teams, and other parties

Experience in Client Intake and Customer Service to ensure seamless onboarding and exceptional client interactions

Organizational skills, attention to detail, and ability to manage case files and administrative tasks

Proficiency in using office software and technology for maintaining digital client records

Ability to work in a remote environment, balancing remote work effectively

Previous experience in a legal or related professional environment is a plus

Associate’s degree or equivalent work experience in a related field is preferred

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