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Job Description:

We are seeking an Intake Specialist to support a Family Law firm by managing warm leads and converting them into retained clients or paid consultations. The ideal candidate is persuasive, emotionally intelligent, and skilled at building trust through clear, empathetic communication. This role is perfect for someone with strong sales acumen and experience working with CRM systems like HubSpot.

Monthly Compensation: 1,150 to 1,220 USD

Responsibilities include, but are not limited to:

• Send and manage retainer agreements.

• Qualify and nurture leads through consistent follow-up.

• Ensure a professional, empathetic, and supportive experience for every potential client.

• Maintain accurate records and updates within the CRM (HubSpot).

• Advise hesitant leads to book a paid consultation when appropriate.

• Explain the firm’s services and guide potential clients through the intake process.

• Handle warm leads and convert them into retainers or paid consultations.

Requirements:

• 1 - 2 years of experience in sales, customer service, or client intake roles, preferably in a legal or professional services environment.

• Strong proficiency in CRM systems, specifically HubSpot, with familiarity in similar platforms.

• Excellent English communication skills.

• Comfortable conducting client calls via Zoom or similar video conferencing tools.

• Ability to handle sensitive client situations with empathy and professionalism.

• Highly organized, detail-oriented, and able to manage multiple leads simultaneously.

• Persuasive and confident with demonstrated closing skills.•Eager to learn, coachable, and adaptable to process improvements.

Key Skills

• Excellent spoken and written English.

• Familiarity with CRM platforms such as HubSpot, Pipedrive, or Salesforce.

• Persuasive and confident communication style with strong closing skills.

• Empathetic, patient, and emotionally intelligent when dealing with sensitive family law clients.

• Highly organized, proactive, and attentive to detail.

• Coachable, eager to learn, and comfortable handling client calls via Zoom.

• Strong listening and conversational skills to build trust and understanding.

Software

• HubSpot

Schedule

• Monday to Friday

Work Shift:

8:00 AM - 5:00 PM [CST][CDT] (United States of America)

Languages:

English, Spanish

Ready to dive in? Apply now and make sure to follow all the instructions! 

Our application process involves multiple stages, and submitting your application is just the first step. Every candidate must successfully pass each stage to move forward in the process.

Please keep an eye on your email and WhatsApp for the next steps. A recruiter will be assigned to guide you through the application process. Be sure to check your spam folder as well.