Client Intake Specialist
On-siteSulphur Springs, Texas, United States
Job Summary
Answer inbound calls, texts, chats, and web leads from prospective clients using firm scripts to gather accurate case details and assess legal fit. Schedule attorney consultations, follow up on missed or incomplete leads, and enter and maintain lead data in the CRM accurately. Communicate clearly with attorneys and the Intake Team Lead about lead status while representing the firm with professionalism, compassion, and integrity. Maintain fast response times and empathetic communication to move qualified prospects quickly toward becoming clients with minimal delay or data errors.
Required Qualifications
- High school diploma
- 1+ years' experience handling high-volume phone, chat, or lead intake in a professional environment
- Demonstrated ability to coach peers and model strong performance
- Strong attention to detail and data accuracy
- Comfortable using CRM systems and call platforms
- Ability to stay calm, organized, and positive in a fast-paced environment
- Deep alignment with McCraw Law Group's Core Values (HECTOR)
- A commitment to maintaining a positive office environment and strict adherence to the firm's 'Zero Tolerance' policy regarding office gossip, drama, or behavior that negatively affects office morale or individual employees
Desired Qualifications
- Bilingual (English/Spanish) preferred but not required
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