Client Intake Coordinator

Salary range: 1000 - 1300 USDAb o ut Us:

We are a law firm based in Baltimore, Maryland, practicing business and corporate law, real estate, estate planning, commercial and real estate litigation, and family law. Our firm is focused on bringing innovation and modernization to the practice of law, with a strong commitment to our clients and our team. We value a high-touch client experience from the very first call.

Key Responsibilities:

• Manage the firm's main phone line through RingCentral: answer calls professionally, gather relevant information, and route or escalate calls appropriately.
• Own the prospective-client process from initial inquiry through consultation scheduling, engagement follow-up, signatures, payment coordination, and handoff to the legal team.
• Track leads and collect intake and conflict-check information in Clio Grow.
• Schedule consultations by practice area and matter type, and follow up with prospects through engagement.
• Coordinate engagement agreements, signatures, and payments through the firm's approved process, then complete matter setup and handoff in Clio Manage.
• Use Google Workspace (Gmail, Calendar, Drive) for scheduling, communication, and documents.
• Work independently within established procedures, escalating substantive legal questions, conflicts, and nonstandard engagement decisions to the attorneys.
• Keep accurate notes and stay on top of follow-ups so no inquiry or administrative task falls through the cracks.

Skills:

• Excellent phone presence: warm, confident, articulate, patient, and professional
• Highly organized with strong attention to detail
• Comfortable with technology and able to follow detailed procedures
• Takes full ownership of the intake process, beyond answering calls and passing messages
• Sound judgment on when a matter needs attorney attention
• Client-focused, with an understanding of how intake drives business development

Qualifications:

• Front-office or intake experience at a U.S. professional-services firm (law, CPA, consulting, etc.)
• Hands-on intake experience at a U.S. law firm strongly preferred
• 2+ years of experience in reception, front-office, administrative, or operations roles
• Familiarity with Clio or RingCentral is a plus (training provided)
• Stable work history, averaging 2+ years per role
• Strong English communication (written & spoken)
• High-speed wired internet (200 Mbps minimum)
• Windows 10/11 or Mac, minimum 8GB RAM, i5 or equivalent

Setting:

100% Remote                    Schedule:

Monday to Friday - 9:00 am to 5:00 pm (EST)