Intake Coordinator

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Job ID: 52863
Location: Columbia, South Carolina
Employment Type: Direct Hire
Last Updated: 1 days ago

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A law firm in Columbia, SC is seeking an Intake Specialist to serve as the first point of contact for prospective clients. This role is critical in delivering a high-quality client experience, evaluating new inquiries, and supporting the conversion of leads into retained clients. This is an excellent opportunity for someone who thrives in a fast-paced, client-focused environment and enjoys making a meaningful impact.

Responsibilities:
  • Serve as the primary point of contact for incoming client inquiries via phone, web submissions, and referrals
  • Deliver a professional, empathetic, and reassuring experience to all prospective clients
  • Conduct structured intake conversations to collect key information and assess client needs
  • Identify and qualify potential cases aligned with the organization’s core service areas
  • Accurately document client details and interaction notes within a CRM or case management system
  • Route qualified opportunities to appropriate internal teams in a timely manner
  • Follow up with prospective clients to nurture relationships and support conversion to signed engagements
  • Track and manage the intake pipeline to ensure timely response and no missed opportunities
  • Assist with scheduling consultations and supporting onboarding-related administrative tasks
  • Maintain organized, accurate, and up-to-date records across all intake activities
Qualifications:
Required:
  • 1–3+ years of experience in customer service, call center operations, or client-facing roles
  • Strong verbal communication skills with a professional and confident phone presence
  • Proven ability to build rapport quickly and guide conversations effectively
  • Excellent listening skills and high emotional intelligence
  • Strong organizational skills with keen attention to detail
Preferred:
  • Experience in a law firm, healthcare setting, or other professional services environment
  • Familiarity with CRM or case management platforms
  • Experience handling high-volume inbound calls or lead-driven environments
  • Military background or experience working with diverse populations is a plus 
Compensation & Benefits:
  • Salary range based on experience: $35,000-$43,000
  • PTO, Health Insurance, 401k + match