Intake Specialist
Hire an Intake Specialist from
$2395*
/month
* Extra $150 for vetted English/Spanish
What Is an Intake Specialist?
The Intake Specialist is a remote professional who serves as the crucial first point of contact for potential clients, ensuring that only qualified prospects proceed, thereby optimizing the firm’s resources. By effectively managing the intake process, they provide prospective clients with a seamless and professional experience, setting the tone for the firm’s relationship with them. This role allows attorneys to focus on delivering legal services without the distraction of unqualified leads or routine inquiries.
Why Hire an Intake Specialist for Your Law Firm?
- Screens out unqualified prospects
- Saves you from answering routine questions
- Books qualified prospects for paid consultations
What Tasks Can You Delegate?
A Get Staffed Up Intake Specialist can:
- Conduct initial screenings to filter out unqualified prospects
- Refer incorrect prospects and manage all referral partner communications and records
- Schedule paid consultations and process associated payments
- Prepare the attorney with key client details before each consultation
- Follow up with qualified leads until they schedule, and refine follow-up procedures
- Maintain detailed records of all interactions and prospects in the CRM system
- Handle high-maintenance callers to preserve attorney time, set clear boundaries, and uphold the firm’s reputation
- Review call recordings regularly to identify ways to improve conversion
- Create and deliver sales reports on a regular basis
- Help track and evaluate key sales metrics to support firm growth
Download the Intake Specialist Job Description
Virtual Assistant vs. In-House Assistant
|
Feature
|
GSU's Intake Specialist
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In-House Assistant
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|---|---|---|
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Monthly Cost
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Starting from $2395
|
$3333+
|
|
Pre-Screened and Vetted
|
✅
|
❌
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Ongoing Support Included
|
✅
|
❌
|
|
Free Replacement Guarantee
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✅
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❌
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Payroll & Taxes Managed by Get Staffed Up
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✅
|
❌
|
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Access to a Larger Talent Pool
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✅
|
❌
|
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Employee Recruitment Fees
|
❌
|
✅
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|
Office Space Required
|
❌
|
✅
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College Degreed
Administrative Professionals
Dedicated
to you and your firm on your schedule
Full-time
40 hours/week
Remote
from Latin America or South Africa