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Client Intake Specialist

Anderson & Harrison, PLLC

49 Music Square West, Nashville, TN 37203

Hybrid work

$23.08 - $27.80 an hour - Full-time

Benefits

Pulled from the full job description

401(k)
Health insurance
401(k) matching
Vision insurance
Dental insurance

Full job description

We are a growing litigation firm focused on delivering strategic, results-driven representation to our clients. Our systems and processes matter — but client experience matters more. The Client Intake Specialist plays a critical role in ensuring potential clients feel heard, guided, and confident from their very first interaction with our firm.

This is not a receptionist role. This is a revenue-generating, client-conversion position.

Key Responsibilities:

Client Communication & Lead Management

Answer and manage incoming phone calls, emails, and website inquiries
Conduct structured intake interviews using firm-approved scripts
Gather and document relevant case information accurately
Identify qualified matters based on firm criteria
Schedule consultations for attorneys
Send follow-up communications and engagement documentation

Conversion & Revenue Support

Follow up with warm leads who have not yet retained
Maintain clean and accurate CRM/case management data
Flag urgent or high-value matters for immediate review

Administrative & Support Duties

Coordinate conflict checks
Prepare consultation summaries for attorneys
Assist with client onboarding documentation
Maintain organized intake tracking reports
Support light office administrative tasks as needed
Run errands around Middle TN as needed
Assist with attorney scheduling and travel plans

Qualifications:

2+ years experience in client intake, sales, legal support, or client service environment
Prior law firm experience preferred
Strong phone presence and written communication skills
Comfortable discussing fees and engagement processes
Highly organized with attention to detail
Proficient in CRM or case management software
Professional, composed, and emotionally intelligent
Reliable transportation with Driver's License and car insurance

This position is eligible for performance-based bonuses and full benefits.

Job Type: Full-time

Pay: $23.08 - $27.80 per hour

Expected hours: 40 per week

Benefits: