Intake Specialist

Are you the empathetic voice who can balance client care with operational excellence?

Are you passionate about providing exemplary legal services to a diverse client base?

Do you have a natural curiosity that allows you to collect key details from a conversation?

** IMPORTANT: TO APPLY **

• If you have any questions, please email recruit@crisp.co only.
• Please do not reach out through our website's contact information (telephone, email, or web chat) or via direct messaging on any social media platform.
• To Apply: Submit your application by clicking the "Apply" button and applying on the Crisp Recruit page that opens.

**RECRUITERS DO NOT CONTACT**

At Bowman Law Firm, we are dedicated to serving our community with integrity, empathy, and exceptional legal advocacy. Based in Norcross, Georgia, we specialize in estate planning, with a strong commitment to guiding our clients through life’s most pivotal moments.

Our firm’s mission is rooted in supporting diverse communities, including non-English-speaking clients, ensuring they receive the personalized attention and legal expertise they deserve. With a flexible and family-oriented culture, we create a welcoming environment for both our clients and team members. Joining our firm means becoming part of a dynamic team that values growth, collaboration, and excellence.

As an Intake Specialist, you will be the first point of contact for prospective clients, ensuring their needs are addressed promptly and empathetically. Reporting directly to the law firm owner, you will play a pivotal role in enhancing the firm’s efficiency and client service.

What you’ll do:

Client Intake Management:

• Serve as the primary contact for incoming client inquiries, providing compassionate and professional communication.
• Conduct initial client screenings to determine their legal needs and schedule consultations.
• Collaborate with the firm owner to evaluate and refer clients to external attorneys when necessary.
• Track and follow up on leads, ensuring potential clients receive timely responses and solutions.

Data Management

• Maintain organized records of client information, referrals, and case progress using tools like Excel.
• Generate reports tracking intake metrics, case conversion rates, and referral patterns.

Proactive Problem-Solving

• Identify and address areas for operational improvement, streamlining processes for efficiency.
• Take initiative to ensure tasks are completed effectively, often with minimal supervision.

What we’re looking for:

Qualifications and Skills

• Minimum of 3 years’ experience in client intake, preferably in a legal setting.
• Strong proficiency in Microsoft Office Suite, particularly Excel.
• Exceptional organizational skills with keen attention to detail.
• Outstanding communication skills, both verbal and written, with a client-focused approach.
• Ability to manage competing priorities in a professional environment.
• Empathetic and approachable, with a genuine passion for helping clients navigate their legal needs.
• Passionate about working with clients from diverse cultural and immigrant backgrounds, with sensitivity and respect.
• Ownership mindset with the ability to work independently and proactively.
• Bilingual proficiency in English, and Spanish or Vietnamese is a plus.

Why you should work here:

• Meaningful Impact: Join a firm that values your contributions and empowers you to make a real difference in clients’ lives.
• Growth Opportunities: This role offers room for professional development and the chance to expand into more senior administrative or managerial roles as the firm grows.
• Direct Mentorship: Work closely with the firm owner, gaining invaluable insight and hands-on experience in legal operations and client management.
• Work-Life Balance: We understand the importance of flexibility and provide a supportive environment that accommodates personal commitments.
• Competitive Compensation: We offer compensation that reflects industry standards and is based on experience and qualifications.
• Paid Time Off: Enjoy time to recharge with paid holidays, sick and vacation days.
• Future Benefits Growth: As the company continues to grow, we plan to introduce additional benefits.

If you are ready to thrive in a role that prioritizes client care, and want to be part of a firm that values both its team and community, we invite you to apply. Join Bowman Law Firm and help us create a lasting impact, one client at a time.