Demo

Law Firm Intake and Client Relationship Specialist

Keith Taylor Law Group, PA
Spring, FL Full Time
POSTED ON 4/10/2025
AVAILABLE BEFORE 6/9/2025

Our law firm is in need of an Intake Specialist to work full time in any of our three office locations (Crystal River, Dunnellon, or Spring Hill). Our ideal candidate is great on the phone, a naturally compassionate and empathetic listener, and organized, with a dedication to providing 5-start customer service and a passion for helping those in need. To see what our law firm is about, check out our Core Values at https://keithtaylorlaw.com/mission-statement/

Responsibilities:

  • Evaluate prospective client inquiries and phone calls, analyzing their case fit and making sure they feel seen and heard
  • Follow up with prospective clients and keep track of all potentials and their status
  • Collect paperwork and enter data into our case management system to ensure a smooth onboarding for new clients and tidy management of case files
  • Set appointments for potential clients that meet our criteria to keep our lawyers’ schedules organized and grow our caseload
  • Take charge of various office tasks such as email correspondence, document management, data organization, and research to make sure our firm is running at peak efficiency
  • Coordinate awareness initiatives and foster relationships with other attorneys alongside the marketing team in order to help grow our prospective client base

Qualifications:

  • Ability to work 9AM-5PM Monday to Friday (Excluding Holidays)
  • Excellent communication and interpersonal skills
  • Strong computer and data entry skills
  • Ability to maintain confidentiality and multi-task
  • Great attitude and willingness to roll up your sleeves and help wherever needed
  • Previous customer service or sales experience preferred
  • CRM and case management software experience a plus

Employment with the Keith Taylor Law Group offers rewarding long-term career opportunities, competitive compensation and benefits, and an outstanding work environment. This position offers a respectful team culture, opportunities for professional development, paid vacation, 401K match and a competitive salary based on skills and experience.

*IMPORTANT* Your application will not be considered until you complete ALL of the steps below.

DIRECTIONS TO APPLY:

DO NOT APPLY THROUGH THIS SITE, instead:

Send an email to careers@keithtaylorlaw. com.

In the Subject line, type your last name in all caps followed by the title of this job. If this is not done correctly, you will not get a response.

In the body of the email, tell us:

1: Why you are the person we should hire
2: Which of the firm’s Core Values you are most aligned with and provide an example from your prior work experience

3: Which of our firm's office location would be preferable to you

We look forward to working with you soon.

Job Type: Full-time

Pay: From $15.00 per hour

Benefits:

  • 401(k)
  • 401(k) matching
  • On-the-job training
  • Paid time off

Work Location: In person

Salary : $15

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