Job Description

Client Intake Assitant

Location: Dallas, TX 75206

Salary: $52,000.00

Full-Time, Monday - Thursday.

Description:

The Client Intake Assistant serves as the main point of contact for Leads, ensuring a smooth intake experience. This role is responsible for qualifying Leads, gathering information about their matter, running initial conflict checks, and scheduling consultation and discovery calls. The Client Intake Assistant plays a key role in helping the firm reach Lead conversion goals by actively engaging with and following up with Leads, and assisting with team initiatives. This position will work with the Client Onboarding Team and is under the direct supervision of the Brand Marketing Manager.

Duties and Responsibilities:

• Serve as key point of contact for prospective clients.
• Answering scheduling queries via email and phone.
• Qualifies all Leads to ensure the firm can assist with their matter and gathers necessary information to schedule a consultation or discovery call.
• Schedules consultation and discovery calls.
• Actively updates HubSpot and team’s Rolling Reports to ensure accurate data tracking.
• Maintains HubSpot properties for the firm, including creating, removing and updating properties.
• Maintains HubSpot user accounts, including creating, removing and updating firm users.
• Provides HubSpot training to firm.
• Report on Team KPIs

Education and Experience:

• A minimum of an Associate Degree preferred.
• Prefer an understanding of foundational AI concepts, such as how to design, implement, and refine basic AI

agents.

• Highly proficient in Microsoft Office Suite applications especially in Excel.
• Extremely organized, detail-oriented, able to multi-task and prioritize their workload.
• Excellent communication skills, both oral and written.
• Customer service experience a preferred.
• Must be able to work independently and as a team member.
• Team player attitude.
• Prefer one year of experience in a professional administrative role but not necessary.
• Law firm experience is not necessary.

Additional Information:

Other Duties: This job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.

Supervisory Responsibility: This position has no supervisory responsibilities.

Work Environment: This position operates in a professional office environment.

Physical Demands: This is a largely a sedentary role; however, some lifting may be required up to 20 pounds.

Position Type/Expected Work Hours: This is a full-time, non-exempt position. Standard workdays are Monday through Thursday, with a minimum of 35 hours worked per week.