Intake Specialist

Codispoti Law | Houston, TX
Full-Time | In-Person
Base Salary: $45,000
Total Compensation Potential: $45,000–$80,000+ Based on Performance

Intake Specialist

Houston, TX | Full-Time | In-Person
Base Salary: $45,000
Total Compensation Potential: $45,000–$80,000

About Us

We are a growing, entrepreneurial law firm building an elite “A Team”—and we’re ready to take things to the next level.

We are seeking a highly motivated, results-driven Intake Specialist to serve as the first point of contact for prospective clients and help drive the continued growth of the firm.

This is not a receptionist or traditional customer service role. This is a performance-driven position for someone who knows how to connect with people, build trust, follow up consistently, and turn qualified leads into scheduled consultations that actually show up.

About the Role

The Intake Specialist is responsible for managing prospective clients from their initial inquiry through their scheduled consultation.

You will speak with prospective clients, understand their needs, determine whether they may be a good fit for the firm, schedule qualified prospects, and proactively follow up to ensure they attend their appointments.

We are building an intake department where performance is measurable and accountability matters.

The scheduling benchmark may vary based on lead source and lead mix.

Key Responsibilities

Lead Intake & Qualification

• Respond promptly to new prospective client inquiries
• Conduct structured intake calls with prospective clients
• Ask appropriate questions to understand the prospect's situation and needs
• Determine whether prospective clients meet the firm's intake criteria
• Clearly explain the firm's process and next steps
• Create a professional, compassionate, and confident first impression of the firm

Scheduling & Conversion

• Convert qualified leads into scheduled consultations
• Maintain a strong and consistent scheduling rate in alignment with established performance expectations and lead quality.
• Confidently address hesitation and objections
• Guide qualified prospects toward taking the appropriate next step
• Identify opportunities to improve scheduling and conversion performance

Appointment Show-Up & Follow-Up

• Confirm upcoming consultations and ensure prospects understand what is required before their appointment
• Follow up consistently with prospects who have not yet scheduled
• Re-engage appropriate leads who may not be ready to move forward immediately
• Proactively address potential cancellations and no-shows
• Maintain organized and timely follow-up with every assigned lead

CRM & Intake Management

• Accurately document all calls, communications, and outcomes
• Maintain complete and accurate information in the firm's CRM
• Follow established intake workflows, scripts, and procedures
• Complete assigned intake tasks and follow-ups on time
• Maintain accurate lead statuses and appointment information
• Use data and reporting to identify opportunities for improvement

Performance & Accountability

• Consistently meet established scheduling and show-up KPIs
• Track individual performance and understand your numbers
• Participate in coaching, call reviews, and performance meetings
• Accept feedback and implement changes quickly
• Take ownership of leads and results rather than waiting to be reminded to follow up
• Continuously improve communication, objection handling, and conversion skills

Required Experience

• Prior experience in intake, inside sales, lead conversion, customer service, or another phone-based client-facing position
• Proven ability to communicate confidently and professionally by phone
• Experience working toward measurable goals, quotas, or KPIs
• Strong follow-up and organizational skills
• Ability to handle a high volume of prospective client communications
• Strong written and verbal communication skills
• Ability to work full-time in person in our Houston office

Prior law firm experience is preferred, but not required.

Spanish-speaking candidates are strongly encouraged to apply.

What You Must Bring

Demonstrated success in:

• Building rapport quickly over the phone
• Converting inquiries into scheduled appointments
• Following up consistently without being pushy
• Handling objections and difficult conversations
• Managing multiple leads and follow-up activities simultaneously
• Working toward measurable performance goals
• Maintaining accurate records and CRM data
• Taking accountability for your own results

Who You Are

• Competitive and motivated by measurable goals
• Comfortable being held accountable to KPIs
• Confident and persuasive without being aggressive
• Warm, empathetic, and professional
• A strong communicator who enjoys talking to people
• Persistent—you don't give up after one unanswered call
• Organized and disciplined with follow-up
• Coachable and receptive to feedback
• Comfortable having your calls and performance reviewed
• Able to think independently instead of simply following a script
• Someone who brings solutions, not just identifies problems
• High energy with strong emotional intelligence
• Resilient and able to handle rejection
• Someone who thrives in a fast-paced, growth-focused environment

A Note from the Owner

Our Intake Specialist has one of the most important roles in our firm.

For many prospective clients, you will be their first interaction with Codispoti Law. The experience you create can determine whether that person chooses to trust our firm with an important legal matter.

We invest significantly in generating opportunities for our firm, so we need someone who understands the importance of treating every qualified lead seriously. We expect you to follow up, think critically, communicate effectively, and take ownership of your numbers.

This role is ideal for someone who wants their performance to matter—and wants to be financially rewarded when they perform at a high level.

Compensation & Performance Incentives

Base Salary: $45,000 annually

This position includes a quarterly performance bonus tied directly to measurable intake KPIs.

Performance above established thresholds qualifies for progressively higher bonus tiers, with quarterly bonus opportunities.

Total potential annual compensation: approximately $45,000–$80,000 for high performers.

Bonuses are performance-based and are not guaranteed.

Additional Details

• Full-time position
• In-person position in Houston, Texas
• Base salary of approximately $45,000
• Performance-based quarterly bonus opportunity
• Total compensation potential of approximately $45,000–$80,000
• Performance is measured using clearly defined KPIs
• Prior law firm experience is a plus
• Knowledge of Estate Planning, Probate, and Business Law is a plus, but not required
• Experience with Lawmatics or another CRM is a plus
• Spanish fluency is highly desirable

Pay: $45,000.00 - $80,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Paid time off
• Paid training
• Professional development assistance
• Retirement plan
• Tuition reimbursement

Application Question(s):

• This is a performance-driven position. You will be expected to meet established performance standards and KPIs, including maintaining a strong show-up rate. Are you comfortable working in a role where your performance and bonus compensation are directly tied to measurable KPIs?

Work Location: In person