Intake Specialist

Douglass & Runger

Intake Specialist at Douglass & Runger PLLC, focused on helping clients in family law and probate. Responsible for client communications, lead qualification, and supporting firm growth.

Posted 6/24/2026full-timeBartlett • Tennessee • 🇺🇸 United StatesJunior💰 $19 - $22 per hourWebsite

About the role

Key responsibilities & impact

Field phone calls from potential new clients
Run conflict checks on potential new clients
Gather information to qualify leads
Maintain CRM and lead tracking spreadsheet
Communicate with law firm members regarding potential new client matters
Identify opportunities for additional services
Book strategy sessions for potential clients
Conduct follow-up calls with potential clients
Work closely with marketing team and advertising vendors

Requirements

What you’ll need

1 year of sales experience (Preferred)
Highly organized and detail oriented
Strong communication skills
Ability to gain trust and establish rapport with prospective clients
Proficient with calendars and email,
Excel spreadsheets and practice management software

Benefits

Comp & perks

Health insurance
Disability insurance
Personal development education
Paid time off
401(k)
AD&D insurance
Dental insurance
Life insurance
Vision insurance
Opportunities for advancement

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

sales experiencelead qualificationconflict checksCRM managementlead trackingstrategy sessionsfollow-up callspractice management software

Soft Skills

highly organizeddetail orientedstrong communication skillstrust buildingrapport establishment