Intake Specialist
External job listingat San Miguel Attorneys P.C.
San Miguel Attorneys P.C. is hiring an intake specialist to interview prospective clients, qualify leads, schedule consultations, and maintain CRM records.
Salary
Not provided
Location
The Woodlands, United States
Employment type
Full time
Workplace
Not provided
Intake Specialist
The Woodlands, United States
Job description
About the role
San Miguel Attorneys P.C. is hiring an intake specialist to handle prospective client inquiries and legal matter intake.
Responsibilities
- Conduct detailed intake interviews and gather information about prospective legal matters.
- Evaluate and qualify potential clients using established firm criteria.
- Schedule consultations, explain the process, collect fees, and help convert leads into clients.
- Maintain accurate records and workflows in CRM systems.
Requirements
- Experience in client intake, sales, customer service, or legal support.
- English-Spanish fluency is required.
- Strong communication and organization skills, with the ability to multitask in a fast-paced environment.
- Clio Grow/Clio Manage preferred.
How to apply
Apply directly on CazVid.
Key facts
- English-Spanish fluency is required.
- Experience in client intake, sales, customer service, or legal support.
- Clio Grow/Clio Manage preferred.
- Apply directly on CazVid.
Estimated salary
Estimated salary for customer service in United States: USD 3,050 - 4,600 per month, based on 313 CazVid job posts that state their pay. This is an estimate, not the salary offered.
Frequently asked questions
What does the intake specialist do?
The role involves conducting intake interviews, evaluating potential clients, scheduling consultations, and maintaining CRM records and workflows.
What qualifications are required?
English-Spanish fluency is required. Experience in client intake, sales, customer service, or legal support is listed.
How can I apply?
Apply directly on CazVid.
How much does this job pay?
This listing does not state the pay. As a reference, the estimated salary for customer service in United States is USD 3,050 - 4,600 per month, based on 313 CazVid job posts that state their pay. This is an estimate, not the salary offered.