Overview
Legal Intake Specialist Jobs in Lakeside Park, KY at Lawrence & Associates, LLC
Lawrence & Associates is seeking a driven and client-focused Intake Specialist to join our team. This role is critical to the firm’s success, as the Intake Specialist serves as the first point of contact for prospective clients and is responsible for converting those initial conversations into signed client engagements.
While excellent customer service in a fast-paced environment is essential, this position is also sales-focused. Our firm operates on a first-call sign-up model, and Intake Specialists are expected to confidently guide potential clients through the intake process and secure a signed contract during the initial call whenever appropriate.
The ideal candidate is persuasive, empathetic, goal-oriented, and comfortable balancing high call volume with performance-driven outcomes.
Major Duties and Responsibilities:
Client Intake & Sales Conversion
- Serve as the first point of contact for prospective clients by answering a high volume of inbound calls.
- Conduct professional, empathetic, and persuasive conversations to assess legal needs and establish trust.
- Clearly explain the firm’s services, value, and next steps with the goal of securing a signed engagement agreement during the initial call.
- Meet and maintain performance expectations, including a 90% conversion rate once fully trained.
First-Call Sign-Ups
- Confidently guide clients through the contract and sign-up process over the phone.
- Address objections, answer questions, and ensure clients feel comfortable moving forward with the firm.
- Close engagements efficiently while maintaining a high standard of client care and professionalism.
Appointment Scheduling (When Applicable)
- When same-day sign-up is not possible, persuasively schedule consultations with attorneys.
- Ensure appointments are properly scheduled and documented to support follow-up and conversion.
Data Entry & Case Management
- Accurately collect and input client information into the firm’s case management system (Clio).
- Maintain organized, detailed, and timely records of all client interactions.
Qualifications & Skills
- Ability to thrive in a fast-paced, performance-driven environment.
- Strong sales aptitude with experience closing clients or customers over the phone.
- Excellent verbal communication skills with a professional and empathetic approach.
- Strong attention to detail and ability to multitask effectively.
- Proficiency in Microsoft Office; experience with CRM or case management software preferred.
Why Work at Lawrence & Associates
At Lawrence & Associates, we value client satisfaction, measurable impact, and work-life balance. Success here is measured not just by call volume, but by the number of clients you help take meaningful steps toward resolving their legal matters.
We support team members who are balancing their careers with family and personal commitments and believe that strong performance and flexibility can coexist. Careers at Lawrence & Associates are defined by contribution, growth, and results, not just hours worked.
Job Type: Full-time
Pay: From $17.00 per hour
Benefits:
- 401(k)
- Dental insurance
- Flexible schedule
- Health savings account
- Life insurance
- Paid time off
- Parental leave
Work Location: Hybrid remote in Lakeside Park, KY 41017
Title: Legal Intake Specialist
Company: Lawrence & Associates, LLC
Location: Lakeside Park, KY
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