Intake Specialist

Our firm is seeking to add an Intake Specialist to our growing team of legal professionals. We are looking for someone who is passionate about connecting with potential clients and providing them with an outstanding experience from their first interaction with us. Your mission would be to establish the firm’s relationship with potential clients via telephone, ensuring they feel heard, valued, and supported. The ideal candidate for this role is enthusiastic, compassionate, and possesses excellent communication and interpersonal skills. If you thrive in a team-oriented environment and are driven by helping others, our firm is the place for you!

We need a customer service-oriented professional—someone who excels at building rapport, instilling confidence, and guiding potential clients through the intake process. The right candidate will have the ability to engage clients with empathy, actively listen to their needs, and effectively communicate how our firm can assist them. We value team players who are motivated, eager to contribute, and thrive in a collaborative environment.

• Serve as the first point of contact for potential clients via inbound and outbound calls
• Conduct client intakes and gather necessary information
• Assist potential clients in making informed decisions about engaging our firm’s services
• Build trust and establish strong connections with clients
• Manage client agreements, obtain signatures, and maintain records in our CRM
• Follow up with potential clients to schedule appointments, obtain signed documents, and collect additional information
• Clearly and concisely document client needs for attorney review
• Provide empathetic and supportive communication to potential clients during challenging times
• Become knowledgeable about the firm’s services and be able to confidently convey how we can help

• Strong interpersonal and communication skills
• Ability to adapt to different client personalities and situations
• A natural ability to connect with and support clients
• Highly motivated, resilient, and driven to succeed
• Proactive and able to manage multiple priorities effectively
• Thrives in a collaborative, team-based environment
• Comfortable using Windows-based software and Microsoft Office Suite

• 2-3 years of customer service experience, ideally over the phone in a fast-paced environment
• Experience in a sales or client-facing role is a plus
• Law firm experience helps and is a bonus but not mandatory
• No prior law firm experience is required—what matters most is your ability to connect with and support clients

Our offices are located in Greenwood Village, CO, and Colorado Springs, CO, but we are open to remote employees in other U.S. locations who are highly reliable.

• Full-time position: Monday – Friday, 9:00 AM – 6:00 PM MST
• Compensation: Base salary starting at $45,000, plus monthly commission based on reaching sales targets
• Benefits:
• 401(k)
• Health, dental, and vision insurance
• Paid time off and holidays
• Opportunities for career growth
• Remote work flexibility

We work hard to support businesses and individuals with their legal needs, and we strive to create an environment where our employees thrive. If you are a compassionate, customer service-focused professional who is eager to make a difference and enjoys working as part of a motivated team, we encourage you to apply!