Job Summary
The Intake Specialist turns incoming leads into scheduled consultations and retained clients through timely outreach, proactive sales, and consistent follow-up. This role oversees the intake journey, keeps client information organized, and works closely with the legal team to support a smooth transition from initial contact to onboarding. Applicants must be fluent in both English and Spanish and currently live in Florida.
Responsibilities
- Engage inbound leads and guide them toward consultations and retention through proactive sales efforts.
- Follow up with prospective clients to maintain momentum throughout the intake process.
- Coordinate and manage client intake from first contact through onboarding.
- Enter, update, and maintain accurate client and lead records in the CRM.
- Partner with the legal team to help ensure a seamless client onboarding experience.
Qualifications
- Fluency in English and Spanish.
- Current residence in Florida.
- Previous experience in sales, client intake, or high-volume customer service.
- Strong organizational and communication skills.
Miami Family Law Group provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
