A Legal Intake Specialist is to provide friendly, empathetic customer service to individuals from the time they make initial contact with the firm into the indefinite future, thereby increasing referral business and positive reviews. Further, a Legal Intake Specialist is to provide timely and efficient intake services to screen leads, schedule case evaluations/sales meetings, and maximize the conversion rate of new clients signed to contracts.

• Intake - Taking Intake Calls

• Contacting PNCs that come through in a manner other than via telephone

• Scheduling Consultations/Sales Meetings and processing payments

• Complete PNC qualifying form

• Managing Leads in Lawmatics to Ensure Leads are in the proper portion of the pipeline

• Following up on leads as necessary

• Adding and modifying automations in Lawmatics as directed

• Drafting engagement letters for new clients and completing associated tasks in Smokeball

• Scheduling initial client meetings following successful onboarding of PNC

• GAS call to client 90 days after SB matter closed, followed by annual follow-up GAS calls

• All other tasks as assigned by supervisor or management

• Intake specialist shall have a high school diploma or equivalent

• Intake specialist should have a minimum of 2 years' experience in a customer service position or equivalent

• Strong communication skills and interpersonal skills, with the ability to be personable yet persistent

Klie Law Offices, PLLC, is a growing litigation firm dedicated to guiding clients through challenging times with honest and efficient service. We focus on family law, employment law, and personal injury, serving clients across West Virginia with offices in Buckhannon, Parkersburg, Clarksburg, Morgantown, and Canton, OH. Our commitment is to provide high-quality, ethical, and legal services and prioritize client satisfaction.

This isn’t a big firm where you’ll disappear behind the scenes.

This is a place where your work will matter to your team, clients, and your future.

Ready to start your next chapter?