Client Intake Specialist

At Jimerson Birr, our team has accepted the lasting responsibility of protecting our clients’ rights, businesses, properties, investments, and finances. Our professionals are integral, trusted advisers and advocates in both established and emerging businesses, giving our clients insights into legal and business considerations that guide prudent decision-making. We work with some of the world’s most respected and well-established businesses, as well as start-up visionaries, and individuals looking to overcome challenges. About the Role The Client Intake Specialist is the first human connection for people reaching out to Jimerson Birr. Your job is to make that first interaction professional, responsive, and helpful while ensuring every inbound opportunity is accurately captured, qualified, and moved to the right next step. You will respond to new inquiries, gather information, determine whether a prospective client fits the firm's criteria, schedule qualified prospects for consultations, and prepare them for what comes next. This is a role where speed and accuracy matter equally . You will work within clear processes, scripts, qualification standards, and escalation paths but you'll also need to sound like a real person. The people contacting the firm may be dealing with stressful or unfamiliar situations, so your ability to listen, communicate clearly, and create confidence is just as important as following the process correctly. The ideal person is conscientious, organized, dependable, and comfortable working with deadlines and changing priorities. You like knowing what is expected of you, take pride in getting the details right, and want to become someone the team can trust to handle an important part of the client experience. Be the First Point of Contact Respond quickly and professionally to inbound inquiries from web, phone, campaigns, and overnight queues. Create a positive, high-trust first impression for every prospective client. Listen carefully and gather accurate information during the initial conversation. Confirm contact information, matter details, and required permissions. Check existing records so returning clients and former clients are recognized appropriately. Complete the required conflict flag before substantive outreach. Qualify Prospective Clients Follow the firm's intake and qualification process consistently. Use the appropriate script, AI tools, and platform support for each lead source. Ask thoughtful questions while keeping the conversation natural and professional. Evaluate prospective clients against the firm's Ideal Client Profile and matter-fit standards. Accurately categorize opportunities according to established qualification criteria. Apply disqualification standards consistently and route declined opportunities to the appropriate destination. Escalate borderline situations rather than guessing. Schedule Consultations Convert qualified opportunities into scheduled consultations. …