Crescent City Recruitment Group
Client Relations & Intake Coordinator
Crescent City Recruitment Group, Bradenton, Florida, United States, 34205
Our client, a law firm in beautiful, coastal Bradenton, Florida, seeks a Client Relations & Intake Coordinator for its successful and expanding family law practice. This is a key client-facing role responsible for managing incoming calls, scheduling potential new client consultations, and supporting the onboarding process. The ideal candidate is professional, organized, and compassionate-capable of setting the tone for a high-quality client experience from first contact. The law firm intake coordinator will also assist with administrative legal support tasks as needed, including document management, calendaring, and internal coordination. Prior experience in a law firm or legal setting is strongly preferred, particularly in family law.
Key Responsibilities
Answer and triage incoming potential new client calls with professionalism and empathy. Schedule and coordinate initial consultations with potential new clients. Process client payments and retainers and perform thorough conflict checks. Manage the new client onboarding process and ensure intake documentation is completed accurately in CRM/case management software. Maintain client digital contact logs and assist in managing client expectations. Support attorneys and paralegals with basic administrative and calendaring tasks. Requirements Hands-on intake/CRM experience (Clio Grow/Manage or similar). Legal Practice Management software experience. Expert data entry skills (accurate keyboarding). CRM utilization, metrics, and workflow expertise. Comfort discussing retainers and taking payment over the phone. Solid conflict-check process and clean documentation habits. In-office reliability and professional phone presence. Experience in law firm client relations in a client-facing role. Prior experience in a law firm or legal setting is strongly preferred, particularly in family law. WORK ARRANGEMENT
The position is primarily onsite in Bradenton, Florida. Office Hours: Monday-Friday, 8:30 AM - 5:00 PM COMPENSATION
Salary Range: $45,000 - $55,000 annually, depending on experience BENEFITS
o Health insurance o Paid time off o Positive, team-oriented office environment
Answer and triage incoming potential new client calls with professionalism and empathy. Schedule and coordinate initial consultations with potential new clients. Process client payments and retainers and perform thorough conflict checks. Manage the new client onboarding process and ensure intake documentation is completed accurately in CRM/case management software. Maintain client digital contact logs and assist in managing client expectations. Support attorneys and paralegals with basic administrative and calendaring tasks. Requirements Hands-on intake/CRM experience (Clio Grow/Manage or similar). Legal Practice Management software experience. Expert data entry skills (accurate keyboarding). CRM utilization, metrics, and workflow expertise. Comfort discussing retainers and taking payment over the phone. Solid conflict-check process and clean documentation habits. In-office reliability and professional phone presence. Experience in law firm client relations in a client-facing role. Prior experience in a law firm or legal setting is strongly preferred, particularly in family law. WORK ARRANGEMENT
The position is primarily onsite in Bradenton, Florida. Office Hours: Monday-Friday, 8:30 AM - 5:00 PM COMPENSATION
Salary Range: $45,000 - $55,000 annually, depending on experience BENEFITS
o Health insurance o Paid time off o Positive, team-oriented office environment