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Client Intake Coordinator

Breeden Law Office • Cary, NC, US

Posted 7 hours ago

Breeden Law Office - Cary, NC - Full-time, in person

  • Do you want to make a difference in a career that helps children and families?

  • Are you the warm, calm voice people want to hear when they call a law firm during one of the hardest times of their lives?

  • Do you enjoy talking with people, understanding what they need, and guiding them confidently to the next step?

  • Are you comfortable making a persuasive case and handling objections, without ever being pushy?

  • Do you thrive in a fast-paced environment where no two days are the same?

  • Are you a quick learner with solid technology skills and a real eye for detail?

  • Do you hold yourself to high ethical standards and want to work for a firm that does the same?

If these questions describe you, our growing family law firm may be a great fit.

About the Role

We're looking for an Intake & Reception Specialist to be the first voice and first face of Breeden Law Office. This role is a blend of two jobs:

  • Reception: Welcoming clients and visitors, running a polished front office, and keeping the day's mail and administrative work moving.

  • Intake: Answering calls from people considering legal help, understanding their situation, and booking them for consultations with our team.

The right person is as comfortable reassuring a nervous caller as they are confidently turning that conversation into a scheduled consultation. You'll be a key part of how our firm grows. You don't need law firm experience. We provide extensive, structured intake training so you'll have a proven process to follow from day one. Law office experience is a plus, but we're glad to train the right person.

What You'll Do

Intake & Phones

  • As the first impression of Breeden Law Office, make everyone feel like they are communicating with someone who is knowledgeable, professional, and caring

  • Answer incoming calls quickly and professionally, with a pleasant demeanor, following our structured call process for prospective clients

  • Use a consultative approach to guide prospective clients to a consultation using the provided scripting

  • Listen carefully, address concerns and objections, and successfully schedule consultations

  • Qualify prospective clients to ensure they are actually new clients and are interested in the legal support that Breeden Law Office can provide

  • Make follow-up calls to leads based on the firm's follow-up schedule

  • Onboard prospective and new clients in our intake and case management systems

  • Work with our Law Firm Administrator on lead follow-up and pipeline management

  • Screen and manage solicitation calls

  • Follow existing SOPs and update them when team processes change.

  • Report daily on incoming and outgoing call activity

Front Desk & Client Experience

  • Greet prospective clients, current clients, and visitors warmly and promptly

  • Offer guests a beverage from our drink menu

  • Keep the lobby, front office, and conference rooms neat, organized, and welcoming, resetting rooms after each appointment

Scheduling, Payments & Billing

  • Schedule appointments across multiple attorneys and office locations

  • Process client payments accurately through our online payment portal

  • Bill clients carefully and accurately for work and services

  • Track your billable and non-billable time accurately on the same day the work is done

Mail & Administration

  • Receive and process daily mail and scan documents to the correct client folders

  • Log outgoing mail, verify contents and certificates of service, and apply proper postage

  • Keep the team informed of supply needs

Who You Are

  • Discreet. You keep client matters strictly confidential, always.

  • Trustworthy. You handle firm and client financial matters with care.

  • Detail-oriented. You follow through and follow established procedures accurately and consistently.

  • Calm under pressure. You stay professional and composed with clients, especially in stressful moments.

  • Warm and personable. You have a pleasant, professional manner on the phone and in person.

  • Persuasive. You can make a compelling, genuine case for why someone should book a consultation.

  • Organized. You balance and prioritize competing tasks efficiently.

  • Coachable. You welcome feedback and use it to keep improving.

  • Professional. You present a polished, professional appearance.

  • Answer inbound phone calls from prospective new clients

  • Diagnose prospective client calls and, if appropriate, schedule a consultation

  • Schedule meetings for current clients

  • Greet and seat current and prospective clients at the firm, making them feel welcome

  • Keep up office appearance and track supply needs

  • Copy, scan, and/or mail documents as requested

  • Communicate with team members and clients in a professional, kind, and courteous manner

Required:

  • Proficiency in Microsoft Word and Google Workspace (Gmail, Docs, Calendar, Sheets)

  • Comfortable learning new software quickly

  • North Carolina Notary Public commission, or the ability to obtain one within 60 days of your start date (a valid NC driver's license is required to become a notary)

Helpful, but not required:

  • Law office, intake, or sales experience

Compensation

$42,000 - $48,000 Annually

Breeden Law Office is a fast-growing family law firm based in Garner, North Carolina, serving Johnston, Harnett, and Wake Counties. We prioritize excellent service and strong advocacy for clients. Protecting the welfare of children and the long-term best interests of clients is our goal in all phases of representation. We bring small-town values and big-city practice standards to create a great work environment and an outstanding experience for clients.

We offer a competitive compensation package including salary, healthcare plan, paid time off, and a retirement plan with company match. This is an in-office role based out of our office in Cary, NC, as well as our other Triangle-area offices.

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Do you have experience in Customer Service?
Are you available to come in-person to the office full-time?
Do you have any relevant administrative experience?
Do you have experience using Microsoft Office programs?
How many years’ of experience do you have contacting customers via inbound or outbound calls to increase sales?

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