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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in client intake processes, lead qualification, and payment collection while maintaining strong communication and organizational skills. Proficient in managing schedules and utilizing legal software to support client interactions and administrative tasks.
Highest-signal resume keywords
Lead Qualification ExperiencePayment Collection ExperienceStrong Verbal And Written Communication In English And SpanishScheduling And Calendar Management ExperienceExperience With Clio And LawPay
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Client IntakeLead QualificationPayment CollectionSchedulingDocumentation Management
Soft Skills
Excellent Customer Service SkillsStrong Follow Up SkillsAttention To DetailOrganizational SkillsProfessional Phone Etiquette
Tools & Technologies
ClioLawPayClio GrowClio ManageCadence ConsultRingCentralGoogle Workspace
Industry Keywords
Client InteractionsRemote WorkEastern Standard Time (EST)Legal Team SupportConsultation Coordination
About the role
Key responsibilities & impact- Ensure accurate documentation of client interactions and next steps
- Track lead activity and intake progress within the CRM
- Maintain ongoing communication with prospective clients and inmates
- Send intake forms and required documentation
- Coordinate consultations and calls with correctional facilities
- Follow up with prospective clients after initial inquiries
- Process payments through LawPay
- Support the legal team with administrative and client service tasks
- Collect payments for consultations, case reviews, and representation agreements
- Schedule consultations and maintain attorney calendars
- Qualify incoming leads and evaluate potential client needs
- Perform receptionist and front line client intake duties
Requirements
What you’ll need- 1 year of experience working as an intake specialist
- Lead qualification experience
- Excellent customer service skills
- Strong verbal and written communication in both English and Spanish
- Tech-savvy and adaptable
- Ability to learn new systems quickly
- Strong follow up and relationship building skills
- Scheduling and calendar management experience
- Payment collection experience
- Comfortable discussing services and payment options with prospective clients
- Attention to detail
- Organizational skills
- Professional phone etiquette
- Ability to multitask effectively
- Clear and professional speaking voice
- Remote work aligned with Eastern Standard Time (EST)
- Working Monday to Friday
- Experience with Clio and LawPay preferred
- Experience with Clio Grow, Clio Manage, Cadence Consult, RingCentral, Google Workspace, and Law Pay
Benefits
Comp & perks- Remote job opportunity
- Great Place to Work Certification company culture