Crisprecruit

Intake Specialist

Tacoma, WA. Posted a month ago

The role

The Intake Specialist serves as the initial point of contact for clients. You will handle intake calls for criminal and personal injury cases and manage consultations to convert leads into signed cases.

What you will do

  • Handle 10–15 intake calls daily for criminal and personal injury cases.
  • Conduct consultative calls to qualify leads and convert interactions into signed cases.
  • Address pricing and payment plan concerns.
  • Send post-call follow-ups using firm videos and assets.
  • Help build and improve the follow-up system.
  • Maintain accurate records and track leads in Clio.
  • Work closely with attorneys and staff.
  • Refine the intake process to boost efficiency.

Required qualifications

  • Minimum 1-3 years in a legal setting handling client intake processes.
  • Proven ability in objection handling and ethical sales practices.
  • Confidence in discussing payment plans.
  • Excellent organization, note-taking, and follow-through.
  • Strong verbal and written communication.
  • Capable of managing multiple leads and tasks simultaneously.
  • Proactive approach in identifying problems and implementing solutions.
  • Open to continuous improvement and self-education.

Nice to have

  • Familiarity with Clio
  • Spanish fluency

Benefits

  • Full medical benefits, including dependents
  • Dental coverage
  • Vision coverage
  • Four weeks annual paid time off
  • Additional sick pay according to state law
  • 401(k) plan with a 4% employer match, fully vested from day one
  • Covered parking

About the company

NextLaw is a Criminal and Injury Law Firm located in Tacoma and Olympia. It was founded by former prosecutor Dan Gerl and handles issues including DUI, criminal defense, personal injury, and wrongful death.

Intake Specialist at Crisprecruit | JobZoey