Intake Specialist
Paired
Posted: 10/21/2026
Immigration Intake and Client Relations Specialist I
Job Duck
Posted: 10/9/2026VoIP
Client Scheduling and Intake Specialist
Winning Assistants LLC
Posted: 9/30/2026VoIPGo
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in client intake processes, effective communication, and payment collection while maintaining confidentiality and discretion. Proficient in managing multiple systems and channels to support client inquiries and consultations.
Highest-signal resume keywords
Intake ExperienceCustomer Service SkillsBilingual Fluency in English and SpanishPayment Collection ExperienceFamiliarity with Lawmatics
About the role
Key responsibilities & impact- Answer inbound calls and promptly call back new leads, prioritizing urgent and website inquiries
- Ask questions to understand each prospective client’s situation and determine whether the firm can assist
- Explain consultation fees and schedule consultations with attorneys
- Handle urgent inquiries involving recent arrests, warrants, and detentions
- Explain applicable retainer fees and collect payments over the phone when needed
- Keep lead information, call notes, and follow-up tasks accurate in the CRM
- Refer or redirect matters the firm cannot handle
- Route calls from current clients, courts, and internal teams to the appropriate person
- Support intake across phone, web, text, and other assigned channels
- Follow intake procedures while using sound judgment during sensitive conversations
Requirements
What you’ll need- Experience in intake, a call center, sales, or customer service
- Strong phone skills and the ability to listen, build rapport, and keep conversations focused
- Good judgment and confidence in applying eligibility and fee guidelines
- Comfort using several systems at once while speaking with a caller and taking accurate notes
- Discretion when handling confidential or sensitive information
- Availability for rotating shifts, including early mornings, evenings, weekends, and holidays
- Professional English communication skills
- Bilingual fluency in English and Spanish, or another language commonly spoken by clients
- Experience closing or collecting payments over the phone
- Familiarity with Lawmatics, Clio, Dialpad, or Slack
- Previous experience in a law firm or legal intake team
Benefits
Comp & perks- Competitive salary (USD)
- Work From Home
- Flexible hours
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Payment CollectionIntake ProceduresCall HandlingConsultation SchedulingCRM Management
Soft Skills
Strong Phone SkillsGood JudgmentBuilding RapportDiscretionEffective Listening
Tools & Technologies
LawmaticsClioDialpadSlack
Industry Keywords
Legal IntakeConfidential InformationClient ConsultationCall Center ExperienceSales Experience