Intake Specialist

Job Title: Intake SpecialistJoin to apply for the Intake Specialist role at VirtustantAbout the CompanyOur Client is a forward-thinking law firm dedicated to providing top-tier legal services in estate planning, estate administration, and estate litigation.They're committed to innovation, excellence, and client-centered solutions to ensure every client's best possible experience.Job DescriptionThe Intake Specialist serves as the first point of contact for prospective clients (PNCs), managing lead qualification, scheduling consultations, and maintaining client records while supporting the firm's sales and referral processes.ResponsibilitiesConduct initial screenings to assess potential new clients.Identify and refer unqualified leads appropriately.Follow up with qualified leads to complete intake steps.Set up and confirm consultations.Ensure collection of all necessary documentation.Follow up post-consultation to ascertain decisions.Log calls, consultations, and interactions in the C...