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Client Intake Specialist
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Posted on: Nov 02, 2026
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Nashville, Tennessee
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Remote
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Full-time
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Job Title :
Client Intake Specialist
Job Type :
Full-Time
Job Location :
Nashville Tennessee United States
Remote :
Yes
Job Description :
Job Description
Families reach out to Brighter Day Law in some of the hardest moments of their lives: divorce, custody, and estate planning. You are the first voice they hear, and the person who helps them take a confident next step.
We are looking for a Client Intake Specialist who brings genuine empathy, clear communication, and the discipline to follow a proven system consistently. If you have done work where people depended on you to stay steady while they couldn’t, and you want your results to be measured and rewarded, this role was designed for you.
What the role looks like:
You work inbound, marketing-qualified leads only. No cold calling.
An attorney joins every consultation to handle the legal advice. You own the relationship, the briefing, and the retainer conversation.
Our intake, attorney handoff, and follow-up process is documented and taught, so you won’t be improvising.
You’ll work in a structured, coaching-oriented environment where expectations are clear, feedback is direct and respectful, and strong performance is recognized and rewarded.
What we offer:
$50,000 base salary plus monthly performance bonuses, averaging $1,000 or more per month.
Health insurance and 401(k) matching.
A flexible hybrid or fully remote setup, with a collaborative team behind you.
Weekly performance reviews and a coaching culture where your growth is taken seriously.
Defined career metrics, with clear expectations and generous rewards for exceeding them.
If you are looking for a role where the work matters, the team is serious about doing it well, and your results are visible and valued, we would love to hear from you.
Compensation:$50,000 yearly base plus bonuses paid monthly
Responsibilities:
Manage about 100 marketing-qualified leads per month, responding to every inquiry within one business day.
Qualify prospects and route them to the right consultation type based on their situation and readiness.
Meet booking and show rates of 70% or higher, and conversion to retained client of 40% or higher (our strongest performers reach 80% and 50%).
Prepare thorough attorney briefings before each consultation and support the call alongside the attorney.
Handle the retainer conversation with confidence and clarity, ending every call with a specific next step.
Document every interaction completely and accurately in our CRM (GoHighLevel).
Follow up consistently on deferred decisions, no-shows, and open pipeline items.
Identify estate planning opportunities for family law clients and route them appropriately.
Contribute to weekly performance reviews and actively engage with coaching.
Qualifications:
We hire for behavioral profile, not resume category. The goal is not to close every prospect. It is to help the right families take the right next step, and you will be accountable for the results.
Backgrounds that translate well include legal sales, consultative or high-stakes sales, legal support, healthcare coordination, financial counseling, social services, or any role where people were depending on you during difficult circumstances.
What matters most:
Emotional intelligence that holds up under pressure.
Experience guiding people through high-stakes decisions, with comfort asking for the decision and staying steady after “I need to think about it."
The discipline to follow a proven system and the judgment to know when to escalate.
Genuine comfort on camera and over the phone, since this role is heavily virtual.
Clean, precise written communication for documentation and follow-up.
Coachability: not tolerance of feedback, but appetite for it.
Comfort with technology: CRM, video conferencing, digital document execution.
Spanish fluency is a meaningful advantage in this role and is warmly welcomed, though not required.
We do not start with resumes. Instead, we ask applicants to record short video responses to four questions, about 15 minutes in total. After you apply, you will receive an email with the questions and submission instructions. We accept applications on an ongoing basis and review every submission.
The process is intentional. Candidates who engage with it carefully tell us something important about how they will show up in the role.
About Company
Brighter Day Law helps families navigate difficult transitions with preparation, integrity, and steady legal guidance across Tennessee and Colorado. We are committed to long-term outcomes that protect what matters most.
Our team operates in a structured, coaching-oriented environment where expectations are clear, feedback is direct and respectful, and performance is recognized and rewarded. We pursue excellence through preparation and refinement, not urgency or burnout.
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Position Details
Posted:
Nov 02, 2026
Reference Number:
77612bf6
Employment:
Full-time
City:
Nashville
Job Origin:
ziprecruiter
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