Job Title: Client Intake Specialist
Location: Raleigh, NC (On-Site)
Salary: $45,000 - $50,000
Why This Opportunity?
A premier North Carolina domestic relations law firm is immediately adding a dynamic Family Law Client Intake Specialist to its high-performing team. Serving as the vital first point of contact for prospective legal clients, this high-visibility position drives firm lead conversions, manages initial client onboarding, and oversees prospective consultation scheduling within a supportive, growth-oriented environment.
Key Responsibilities
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Prospective Client Vetting: Lead high-volume initial screening calls and digital inquiries for individuals facing divorce, child custody, and complex marital estate matters.
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Conflict Identification: Conduct thorough conflict-of-interest checks in law firm database systems prior to scheduling attorney consultations.
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Consultation Scheduling: Manage consultation calendars for domestic litigation attorneys, capturing critical metrics and preliminary factual summaries.
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Fee Agreement Management: Draft, issue, and track client retainer agreements, fee arrangements, and onboarding documentation.
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CRM & Database Administration: Maintain real-time data integrity within legal CRM systems, tracking lead conversion pipelines and intake metrics.
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Lead Nurturing: Follow up empathetically with prospective clients to guide them through firm services, legal processes, and consult preparation.
Qualifications & Skills
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Experience: 1+ years of legal intake, prospective client consultation, or sales/onboarding experience in a law firm environment (family law or civil litigation preferred).
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Core Competencies: Strong emotional intelligence, exceptional active listening, and high-volume phone engagement skills.
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Technical Savvy: Proficiency with legal CRM platforms (Lawmatics, Salesforce), legal practice management software (Clio, MyCase), and MS Office.
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Education: Associate or Bachelor’s degree in Communications, Business, Paralegal Studies, or related field preferred.
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