Client Intake Specialist (Remote – Evenings) | Legal Calls | MUST Have Phone + CRM Experience - Contract to Hire

Overview:

We are a fast-growing law firm looking for a highly reliable, detail-driven Client Intake Specialist to answer inbound calls from prospective clients.

This is not a basic customer service role. Our callers are often dealing with urgent and emotional legal matters (probate, estate planning, elder law). We need someone who can follow a proven intake system, build trust quickly, and capture information with precision and zero sloppiness.

If you are the type of person who “mostly gets things right,” this is not the role for you.

What You’ll Do:

Answer inbound calls from Google Ads and office lines

Guide callers through a structured intake process

Accurately enter all information into our CRM (no missed fields)

Identify legal needs and route/schedule correctly

Represent the firm with professionalism, empathy, and control of the conversation

Schedule:

Weekdays: 4:00 PM – 6:00 PM CST (required)

Weekends: ~2 flexible hours

On-call availability to cover 8:00 AM – 4:00 PM CST shifts (as needed)

Non-Negotiable Requirements:

Proven phone-based role (intake, call center, or client support)

Experience using a CRM daily (must be comfortable, not “willing to learn”)

Strong attention to detail — you catch mistakes others miss

Ability to follow scripts and systems exactly

Clear, confident, and professional speaking voice

Quiet, distraction-free work environment

Reliable internet and availability during listed hours

Preferred (Strong Advantage):

Legal intake experience (probate, estate planning, elder law)

Experience handling Google Ads inbound leads

Familiarity with tools like Clio Grow, HubSpot, or Salesforce

Training & Expectations:

We provide clear scripts, systems, and training. Your job is to execute consistently and accurately.

We measure success by:

Call handling quality

Accuracy of information entered

Ability to convert callers into scheduled consultations

Do NOT Apply If:

You multitask heavily while on calls

You struggle with data entry accuracy

You need constant supervision to follow a process

You are not comfortable handling emotional or urgent conversations

How to Apply (Required – Applications without this will be ignored):

Brief summary of your phone + CRM experience

Confirmation of availability for the required hours

A 1–2 minute voice recording answering:

“How do you handle a caller who is overwhelmed or emotional?”