Client Intake Specialist

Client Intake Specialist

What You’ll Do

The Alfred Firm is seeking to hire a Client Intake Specialist with a minimum of 3 years experience in a sales-driven or client acquisition environment. You will be responsible for qualifying leads, building rapport and converting leads into signed clients. You must be familiar with intake procedures, client onboarding and legal documentation (e.g., POA’s, HIPAA forms, medical records requests). This position requires a strong blend of sales skills, legal intake and customer relationship management.

Ideal candidates would possess strong verbal and written communication skills with a professional and empathetic phone presence as well as be highly organized with exceptional attention to detail and follow up.

We are looking for individuals with experience working in a law firm, legal services or personal injury environment and are proficient in CRM systems (Hub Spot preferred), Google Suite and cloud-based file management software. Must be self-motivated, have a positive attitude and resilience when handling high call volumes or emotionally sensitive situations.

Responsibilities include

• Qualify and Convert Leads: Respond to inbound intake calls, make outbound calls to prospective leads generated through form fills, assess prospective clients, and complete the intake assessment form to determine case eligibility and convert qualified leads into signed clients.
• Lead Follow-Up: Maintain consistent communication with potential clients through phone calls, emails, and text messages to ensure timely follow-up on pending intakes and maximize conversion opportunities.
• CRM Management (Hub Spot): Accurately maintain and update Hub Spot records by assigning contacts to the correct deals, merging duplicate entries, and consolidating all relevant information (email, phone number, notes) into a single, complete contact profile.
• File Setup & Organization: Upon receipt of a signed Power of Attorney (POA), download and save the document, create the client’s Slack channel for internal communication, and establish corresponding folders within the firm’s database for document storage and collaboration.
• Initial Documentation Collection: Request and obtain essential case documentation including photographs, preliminary medical records, and HIPAA authorizations to support case initiation.
• Statute of Limitations Tracking: Accurately identify and calendar the applicable statute of limitations (SOL) for each new client to ensure timely legal action and case preservation.
• Reporting & Performance Updates: Provide regular reports to the firm leadership detailing lead activity, conversion metrics, and overall intake performance trends.

The responsibilities described are not a comprehensive list and the scope of the position may change as necessitated by business demands;
Additional duties may be assigned.

Qualifications

• 3-5 years excellent sales and negotiation experience with a proven track record of achieving and exceeding targets
• Ability to maintain confidentiality and handle sensitive client information with discretion
• Proactive attitude and capable of working independently or collaboratively within a team
• Experience in personal injury is a plus
• Bilingual in English and Spanish is a plus

About The Alfred Firm

We are an entrepreneurial, ambitious, and growth-oriented firm that rewards hard work and results. Together, we have built a culture of professionalism, extreme ownership, and client-centered service. We believe in supporting one another, investing in growth, and celebrating wins. We maintain a fun and engaging work environment where ideas flow freely.

Fueled by cutting-edge technology and forward-thinking processes, our passion for excellence drives everything we do. As we grow, we seek A-Players ready to take ownership, accelerate their careers, and make a real impact alongside us.

What We Offer

• Work in a culture that values integrity, collaboration, and continuous learning
• Enjoy clear roles, transparent communication and leadership support grounded in business principles
• Access to industry-leading tools and technology
• Thrive in a workplace that supports wellness, work-life balance and professional growth
• Contribute to a firm with deep community roots and a bold vision for regional leadership

Benefits

• Medical
• Dental
• Vision
• PTO
• Hybrid work schedule

Compensation - $45,000 - $55,000 base + commission (OTE $70,000)

Equal Opportunity Employer

The Alfred Firm is proud to be an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.