Law Firm Intake Specialist

Ideal for Call Center, BPO, and Intake Specialists who want to level up and proactively manage client and prospect relations with 5-Star Service.

START DATE: June 9, 2025

COMPENSATION: $800 USD PER MONTH / 4 DAY WORK WEEK

SCHEDULE:

Full-time; Independent Contractor

(32 hours per week/4 days per week)

US TIMEZONE - 8:00 AM - 5:00 PM PST

*NIGHT SHIFT in the Philippines

Monday - Thursday or Tuesday - Friday



LOCATION:

100% WORK FROM HOME

Crider Law Group is a client-focused estate planning firm, serving families across California and Texas. At Crider Law Group, we combine the professionalism of a law firm with the empathy of a family-focused practice. Each day, we dedicate ourselves to protecting family legacies with clarity, strategy, and heart - and we're growing!



We're hiring a compassionate, detail-oriented Law Firm Intake Specialist to be the first voice our clients hear, while providing a sense of calm during some of life's toughest moments.



This role is fast-paced and people-focused, perfect for an individual who thrives on staying organized and keeping things moving.

Hit "Apply" if you're a thoughtful problem-solver who enjoys helping others.



Up Level and Growth

We encourage continuous learning and self-improvement. For some, continuous learning is focused on becoming better versions of their current role. For others, the motivation is professional and personal development to earn the opportunity to lead special projects and take on additional responsibilities.



Crider Law Group Core Values

Self-Motivated. We take initiative and bring energy to our work without needing to be prompted.



Proactive. We anticipate needs, identify solutions early, and take thoughtful action before issues arise.



Accountable. We own our responsibilities, follow through on commitments, and learn from our mistakes.



Compassionate. We treat prospects, clients, and each other with empathy, patience, and respect.



Growth-Oriented. We embrace feedback, pursue learning, and continually look for ways to improve ourselves and our firm.




Key Responsibilities with Success Metrics



Daily Client Support

Responsible for managing the requests, inquiries, and support of client and prospect needs - including answering questions, resolving issues, providing copies of documents, and updating CRM. You will be trained to handle 90% of these matters independently, which is key to maintaining our top-of-the-industry ratings.

Success Metric: No more than 10% of client requests per month have to be delegated or scheduled with the legal team.


Filing and Sorting

Daily triage, sorting, and renaming per firm protocols of electronic documents sent to the firm at the start of every shift.

Success Metric: Zero files left to be sorted by 9:00 am PST every day



New Client Intake

Lead one-hour "Initial Design" calls via Zoom with new clients (typically one scheduled per day on average) with patience, compassion, and 5-star service.

Success Metric: 9 out of 10 new clients rate the "Initial Design" Zoom as "meeting or exceeding expectations" based on an automated Zoom survey at the end of the client session



Inbound Calls

Answer an average of 30 inbound calls per day - spending time to build a caring and patient rapport with existing and prospective clients aged 55+

Success Metric:92% minimum score for aggregate quality assurance call audits of 10 random calls per month using our call scoring protocol. (Or imbed auto survey at end of call)


Outbound Calls

Make an average of 25 outbound calls daily to schedule or confirm appointments, workshop registrations and follow up with leads

Success Metric:100% of outbound calls scheduled for the day are completed by the end of the shift for every working day of the month. (Note: Up to two days per month may be excused or exceptions to meeting the 100?ily completion metric.)




Intake Specialist Ideal Candidate Characteristics

You strive to continue learning every day
Have a compassionate heart
Always patient and poised
You're the first person your friend thinks of when they need to talk
3 years of experience in the BPO Industry
2 years of working night shifts


Benefits & Perks

Work from Home
4-Day Workweek
18 Days Paid Time Off Annual Benefit (accrues monthly)
Annual payout of unused balance
14 Paid US Holidays
13th Month Bonus


COMPENSATION: $800 USD PER MONTH / 4 DAY WORK WEEK

APPLICATION PROCESS

STEP 1: Apply online --- ----------
NOTE: An English Grammar Test will be automatically emailed to you
STEP 2: English Grammar Test (Approximately 15 minutes)
STEP 3: The ALL IN Assessment (Approximately 35 minutes)
STEP 4: Initial Interview via Zoom(Approximately 15 minutes)
STEP 5: Transcript Verification
STEP 6: Online Skills Test (Approximately 25 minutes)
STEP 7: Virtual Interview (Approximately 1.5 hours)
STEP 8: Virtual Team Shadow Day "Experience a Day in the Life with Us"(4 hours PAID at a flat rate of $25 USD)