Remote Intake Specialist

An estate planning office is searching for a remote Intake Specialist to be the first point of contact for new clients, guiding them through the first stages of their legal journey. The firm is based out of Colorado, but this is a fully remote position. With regular work hours. This position balances legal knowledge, customer service, and administrative skills and requires at least 2 years of legal experience. If you have strong organizational skills and can reliably work independently and as part of a team from the comfort of your home, apply now!

You'll spend about 80% of your time engaging with clients on 15 min calls, learning if there is a match and educating them on our services. The other 20% of your time will be spent on administrative tasks like managing calendars and documenting intake calls and following up with clients.

You're the Ideal Candidate if You:

• Have great people skills and enjoy talking to people on the phone.
• Have compassion and empathy towards sensitive topics and data.
• Can build trust in people quickly and help them feel comfortable.
• You have enough life experience and professionalism to speak to high-net-worth people about sensitive information.
• You must have worked for a law firm for a minimum of 2 years.

Why Work With Us:

OUR GREAT BENEFITS:

• Competitive base salary
• Benefits package
• Paid time off
• Paid training
• A free membership to Lifetime Fitness

GREAT STABILITY & GROWTH: Through the rise of our media outlets and our community-driven approach we are on a fast growth trajectory. This is an opportunity to join a top-rated team. We are looking for someone to join our team and grow personally and professionally with us!

What Youll Do

• Discuss estate planning needs with potential clients to determine if we are able to serve their needs
• Schedule intake appointments and handle client payments when appropriate
• Respond to calls and emails from potential clients immediately, and without delay
• Ensure database is updated with client information upon completion of calls

Who We Are

Law Mother is an award-winning boutique law firm handling complex and sophisticated estate planning matters.

Law Mother is not just a law firm; we're a team committed to empowering and supporting clients in managing their legal affairs with consciousness, responsibility, and peace of mind. We believe that people are much more than just their physical assets, and we work hard to make sure that both physical and intangible assets are passed down to loved ones and protected the way they want. If you share this passion, you might be THE ONE.

MISSION: Our firms mission is to educate, counsel, and support our clients in conducting their life and legal affairs from a place of empowerment, and to assist them in the creation of their legal life planning from a place of consciousness, responsibility, peace of mind, and freedom.

VISION: Our firm envisions a world where lawyers are seen as counselors and trusted advisors who enhance the lives of their clients through holistic counseling and service. If you think you have what it takes, then apply today, and let's start changing lives together!

What We're Looking For:

• At least 2+ years of law experience
• High School diploma or equivalent
• Excellent communication skills in person, on the phone and in writing
• Competency with Microsoft Office/Google Workspace
• Ability to organize, monitor, and track numerous activities, events and projects
• Ability to quickly solve problems
• Strong attention to detail
• Discretion in handling and communicating sensitive information
• A positive attitude and willingness to do whatever it takes to get the job done
• Ability to work independently and remotely