Legal Soft New Logo 3-3

Intake Specialist

A well-run virtual intake staff is what will ultimately set your firm apart from its competitors. Retain more clients with a dedicated (bilingual) virtual intake specialist.

Book a COMPLIMENTARY discovery call with our expert team!

Book a COMPLIMENTARY discovery call with our expert team!

Key Responsibilities:

Outbound and inbound calling

Draft & Send Retainers

Website Inquiries

Qualify & Sign Potential Clients

Email & SMS Campaign Management

Follow Up On Old Leads

Build Referral Network

Payment Collection

Train & Supervise New Intake Staff

Analyze & Improve Intake Processes