MLG

LEGAL CLIENT INTAKE SPECIALIST Remote | Full time | Contract | $8.00 per hour + incentives Mayersohn Law Group, P.A. — a dynamic, long‑established Family & Criminal Law firm in Fort Lauderdale — is looking for a friendly, confident, tech‑savvy Legal Intake Specialist to be the welcoming voice of our team. If you love connecting with people, asking smart questions, and helping callers feel supported from the very first hello, you’ll thrive here. You’ll guide potential clients through their first interaction with the firm, listen with genuine care, gather key details, and help them take the next step with clarity and confidence. This role is perfect for someone who enjoys meaningful conversations, stays organized, and brings positive energy to every interaction. If you want a role where your voice matters, your personality shines, and your work truly helps people during important moments in their lives, we’d love to meet you! 🌟 WHY YOU’LL LOVE WORKING FOR MLG! - 100% Remote role - Work from the comfort of your home! - $8.00 per hour + Incentives - Opportunities for growth in sales - Professional development, ongoing support, and training opportunities - Supportive, collaborative, and inclusive firm culture - Stability with a well-established, renowned firm that’s been in business for 26+ years 🎧 RESPONSIBILITIES - Answer incoming calls promptly and professionally as the primary voice of the firm. Engage with prospective clients to understand their legal situation, concerns, and goals by asking targeted questions related to legal areas to determine case eligibility based on firm criteria. Provide clear information about the firm’s services, processes, and next steps while maintaining confidentiality and handling sensitive information with discretion. - Maintain organized records of client interactions utilizing the firm’s legal case management system, Clio, ensuring confidentiality and compliance with legal standards. - Identify urgent or time‑sensitive matters and escalate them appropriately to the Client Engagement Manager. - Review incoming documents for completeness and accuracy; assist in entering clean and organized data in Google Sheets - Communicate with attorneys and staff regarding new leads, case fit, and client updates, and schedule consultations or follow‑up appointments for those that are qualified. 💡 QUALIFICATIONS - Clear spoken English, stellar written and verbal communication skills, and a strong phone presence with active listening skills - Experience turning inbound calls into meetings - Ability to follow structured intake procedures, ask clear questions, and actively listen to client responses - Exceptional Google Sheets and data entry skills - Tech‑savvy with reliable high‑speed internet, consistent power, a quality headset, and a computer capable of handling video calls - Exceptional organizational skills with attention to detail in document review, proofreading, transcription, and data entry - Ability to work independently in a remote setting, maintain strong organization, attention to detail, and time management skills while multitasking and continuously meeting deadlines - Comfortable using a time tracker that utilizes screenshots for validity Preferred - Experience working in a law firm (family or criminal law preferred) or previous experience in legal intake, customer service, or inbound sales - Proficiency in Clio - Fully bilingual in Spanish - Ability to cover evening and weekend shifts, if needed - Dual monitors and a printer, or easy access to a printing service ⚖️ ABOUT MAYERSOHN LAW GROUP, P.A. Mayersohn Law Group, P.A. is a dynamic, NAMWOLF, AV‑rated law firm recognized for excellence across South Florida's legal community. Led by founder Leah Mayersohn, a former prosecutor with decades of high‑stakes litigation experience, our firm handles Criminal Law, Family Law, Real Estate, Commercial Litigation, and more. We are known for sharp strategy, fast communication, and a client‑focused approach that gets results. We're investing in new systems, marketing initiatives, and operational growth—making this an exciting time to join a team that values initiative, integrity, and continuous improvement.

• Conduct initial sales conversations with prospective new clients (PNCs) who have been pre‑qualified by the intake team. • Assess client needs, issues, goals, and urgency by asking targeted questions related to legal matters, and clearly explain the firm’s services, processes, and value in a way that is easy to understand. • Consistently follow up on all leads to bring them to a close while addressing concerns, overcoming objections, and guiding clients toward confident decision‑making. • Take initiative in managing leads, following up on inquiries, and helping prospective clients feel confident in choosing the firm. • Meet or exceed monthly conversion goals and performance metrics. • Finalize contracts, accept payments, and facilitate a professional introduction and transition to the legal team once an engagement is signed. • Update the CRM system (Clio) with detailed notes from all interactions with PNCs in a timely manner, ensuring confidentiality and compliance with legal standards. • Collaborate with the team to prioritize cases based on urgency and complexity to ensure each PNC receives knowledgeable and compassionate guidance during their initial legal consultation. • Provide administrative support by managing appointments, scheduling follow‑ups, entering data, and reviewing documents. • Maintain confidentiality and handle all client information and conversations with professionalism and discretion.

Description Do not directly contact the firm regarding your application. Failure to follow established processes will result in disqualification for the position. The Legal Billing/Collections Specialist plays a critical role in maintaining the financial health of the firm. This position is responsible for the full billing cycle - including timekeeping oversight, invoice generation, payment processing, retainer management, and accounts receivable collections. You will ensure that all time entries are accurate, billing is timely and compliant, and client accounts remain in good standing. This role requires precision, confidentiality, strong communication skills, and the ability to work efficiently in a remote environment. If you’re a detail-oriented professional, have at least 2 years of legal billing experience, experience working remotely, and enjoy a fast-paced environment, we want to hear from you! RESPONSIBILITIES: Timekeeping & Pre‑Billing - Review the firm’s timekeeping system daily to ensure entries are accurate, complete, and properly coded. - Communicate with attorneys and staff to correct or clarify entries before billing deadlines. - Generate, review, and revise pre‑bills in accordance with firm policies and attorney feedback. Invoice Preparation & Delivery - Prepare and finalize client invoices using legal billing software (e.g., Clio, Timeslips, LEAP). - Ensure invoices comply with client‑specific billing arrangements, including LEDES formats and e‑billing portal requirements. - Deliver invoices promptly and track confirmation of receipt. Payments, Retainers & Trust Accounting - Process client payments via credit card, ACH, check, and payment portals. - Monitor trust and retainer balances; initiate replenishment requests and auto‑replenishment workflows. - Maintain compliance with trust accounting rules and firm procedures. Accounts Receivable & Collections - Track outstanding balances and follow up with clients in a professional, service‑oriented manner. - Conduct soft collections and escalate delinquent accounts as needed. - Support monthly financial reporting and assist with reconciliation tasks. Client & Internal Support - Respond to client billing inquiries with clarity, professionalism, and discretion. - Collaborate with attorneys, paralegals, and leadership to resolve billing discrepancies. - Provide the firm with copies of all client‑provided and attorney‑drafted documents related to billing. Disputes & Adjustments - Work with merchant service providers and credit card companies to resolve disputes or chargebacks. - Prepare refund requests and process adjustments with Owner approval. QUALIFICATIONS: - MUST HAVE 2+ years of LEGAL billing experience. - MUST HAVE 2+ years of LEGAL collections experience with FDCPA knowledge. - MUST HAVE experience billing directly from Clio. - Previous experience working remotely. - Exceptional attention to detail, accuracy, and follow‑through. - Strong grammar, proofreading, and business‑writing skills. - Adept at managing multiple deadlines and prioritizing effectively in a fast‑paced environment. - Strong at communicating clearly and professionally with clients, attorneys, and staff. - General understanding of basic accounting principles, trust accounting concepts, and confidentiality standards. - Highly organized, efficient, and comfortable working independently with minimal supervision. - Proficient in legal billing software and digital timekeeping systems, Microsoft Office, especially Excel, and familiar with accounting tools. Physical Requirements: - Prolonged periods of sitting at a desk and working on a computer. - Must be able to lift up to 15 pounds at times. HIRING PROCESS: MLG employs a rigorous, multi‑stage hiring process to ensure an appropriate professional and organizational fit. All applicants are required to complete a DISC personality assessment, participate in three structured interview rounds, complete a position‑specific skills assessment, provide three supervisory references, and successfully pass a comprehensive background check. DISCLOSURES: This job description is not intended to cover every duty or responsibility required for this role. Responsibilities may change at any time with or without notice. Mayersohn Law Group, P.A. is an Equal Opportunity Employer. We make employment decisions based on merit, qualifications, performance, and business needs. We do not discriminate on the basis of any protected characteristic under federal, state, or local law. Employment with Mayersohn Law Group, P.A. is at‑will. Only a written agreement signed by the Managing Partner can modify the at‑will employment status. WHAT WE OFFER: - Remote work - Professional development and training opportunities - A supportive, collaborative, and inclusive firm culture FOLLOW MLG ON SOCIAL MEDIA! - https://www.facebook.com/mayersohnlawgroup - https://www.mayersohnlaw.com/ - https://www.linkedin.com/company/mayersohn-law-group-p-a/posts/?feedView=all - https://www.instagram.com/mayersohnlaw/?hl=en ABOUT MAYERSOHN LAW GROUP, P.A.: Mayersohn Law Group, P.A. is a dynamic, NAMWOLF, AV‑rated law firm recognized for excellence across South Florida’s legal community. Led by founder Leah Mayersohn, a former prosecutor with decades of high‑stakes litigation experience. Our firm specializes in Criminal Law, Family Law, Real Estate, Commercial Litigation, and Litigation, and is well known for sharp strategy, fast communication, and a client‑focused approach that gets results. We’re expanding our team as we invest in new systems, marketing initiatives, and operational growth. This is an exciting time to join us: you’ll work closely with experienced attorneys, contribute to meaningful cases, and be part of a supportive environment that values initiative, integrity, and continuous improvement. If you thrive in a fast‑moving environment, bring fresh ideas, and take pride in delivering excellent work, you’ll feel right at home here.

Mayersohn Law Group, P.A. is seeking a seasoned Family Law Attorney who thrives in a flexible, remote environment while delivering high‑level advocacy for clients navigating sensitive family matters. You'll handle a diverse caseload involving divorce, custody, support, post‑judgment issues, dependency, and domestic violence, using your litigation, negotiation, and strategic planning skills to drive meaningful outcomes. Success in this position requires strong drafting and research abilities, sound judgment, excellent communication, and the professionalism needed to guide clients through emotionally charged situations. You'll collaborate closely with staff and experts, participate in case review meetings, maintain meticulous records, and consistently meet performance expectations as part of a supportive, growth‑oriented team. RESPONSIBILITIES - Represent clients in a full range of family law matters, including divorce, custody, child and spousal support, post‑judgment issues, dependency, and domestic violence. Develop and execute tailored legal strategies. based on case facts, client goals, and applicable law. - Prepare for and conduct hearings, mediations, negotiations, evidentiary proceedings, and trials with confidence and professionalism. - Meet with clients regularly to discuss case progress, evaluate options, and determine next steps, ensuring proactive communication about significant developments. - Draft, review, and supervise legal documents such as pleadings, motions, briefs, affidavits, settlement agreements, and contracts. - Conduct legal research and case analysis to support litigation and settlement strategies. - Collaborate with internal staff and external professionals, including expert witnesses, to strengthen case outcomes. - Assign and oversee work performed by legal support staff to ensure accuracy, quality, and timeliness. - Maintain accurate case records and ensure compliance with legal, ethical, and firm standards. - Provide the firm with copies of all client‑provided and attorney‑drafted documents to support seamless case management. - Track billable time and value delivered in accordance with firm policies and expectations. - Participate in bi‑weekly case review meetings with firm leadership to assess strategy, support needs, and payment status. - Contribute to firm performance by meeting key metrics, demonstrating accountability, and supporting a collaborative team culture. - Travel to Tampa and St. Petersburg courts as needed for hearings, trials, and other proceedings. QUALIFICATIONS - A licensed Florida attorney in good standing with a JD from an accredited law school. - In good, current standing with the Florida State Bar. - An experienced family law practitioner with at least three years of experience handling divorce, custody, support, post‑judgment issues, dependency, and domestic violence matters. - A confident litigator with proven experience preparing for and conducting hearings, trials, mediations, and negotiations. - A strong legal writer with the ability to draft high‑quality pleadings, motions, briefs, affidavits, and settlement agreements. - A strategic thinker who can analyze case facts, identify risks, and develop client‑centered legal strategies. - An organized professional who can manage a demanding caseload while maintaining meticulous records and meeting deadlines. - A clear, empathetic communicator who can guide clients through emotionally charged situations with discretion and professionalism. - A proactive problem‑solver who takes ownership of tasks, anticipates needs, and follows through consistently. - Someone comfortable working remotely, managing digital workflows, and maintaining accountability in a virtual environment. - Someone who holds a valid driver's license and reliable transportation for occasional travel. - Experience with remote work (preferred). Physical Requirements: - Prolonged periods of sitting at a desk and working on a computer. - Must be able to lift up to 15 pounds at times. - Must be able to travel as needed. WHAT WE OFFER: - Fully remote role with flexible scheduling. Consistent flow of qualified family law cases. - No marketing, intake, or lead‑generation responsibilities. - Administrative and paralegal support provided. - Competitive hourly compensation with predictable payments. - Autonomy in managing your caseload and litigation strategy. - Collaborative case review meetings with firm leadership. - Opportunity to work with an established, AV‑rated, woman‑owned firm. - Meaningful, mission‑driven work supporting families. - A supportive and inclusive company culture. FOLLOW US ON SOCIAL MEDIA! For additional insight into our firm, please review the resources below: - https://www.facebook.com/mayersohnlawgroup - https://www.mayersohnlaw.com/ - https://www.linkedin.com/company/mayersohn-law-group-p-a/posts/?feedView=all - https://www.instagram.com/mayersohnlaw/?hl=en DISCLOSURES: This job description is not intended to cover every duty or responsibility required for this role. Responsibilities may change at any time with or without notice. Mayersohn Law Group, P.A. is an Equal Opportunity Employer. We make employment decisions based on merit, qualifications, performance, and business needs. We do not discriminate on the basis of any protected characteristic under federal, state, or local law. Employment with Mayersohn Law Group, P.A. is at‑will. Only a written agreement signed by the Managing Partner can modify the at‑will employment status.

• Review the firm’s timekeeping system daily to ensure entries are accurate, complete, and properly coded • Communicate with attorneys and staff to correct or clarify entries before billing deadlines • Generate, review, and revise pre‑bills in accordance with firm policies and attorney feedback • Prepare and finalize client invoices using legal billing software (e.g., Clio, Timeslips, LEAP) • Ensure invoices comply with client‑specific billing arrangements, including LEDES formats and e‑billing portal requirements • Deliver invoices promptly and track confirmation of receipt • Process client payments via credit card, ACH, check, and payment portals • Monitor trust and retainer balances; initiate replenishment requests and auto‑replenishment workflows • Maintain compliance with trust accounting rules and firm procedures • Track outstanding balances and follow up with clients in a professional, service‑oriented manner • Conduct soft collections and escalate delinquent accounts as needed • Support monthly financial reporting and assist with reconciliation tasks • Respond to client billing inquiries with clarity, professionalism, and discretion • Collaborate with attorneys, paralegals, and leadership to resolve billing discrepancies • Provide the firm with copies of all client‑provided and attorney‑drafted documents related to billing • Work with merchant service providers and credit card companies to resolve disputes or chargebacks • Prepare refund requests and process adjustments with Owner approval

• Represent clients in a full range of family law matters, including divorce, custody, child and spousal support, post‑judgment issues, dependency, and domestic violence. • Develop and execute tailored legal strategies based on case facts, client goals, and applicable law. • Prepare for and conduct hearings, mediations, negotiations, evidentiary proceedings, and trials with confidence and professionalism. • Meet with clients regularly to discuss case progress, evaluate options, and determine next steps, ensuring proactive communication about significant developments. • Draft, review, and supervise legal documents such as pleadings, motions, briefs, affidavits, settlement agreements, and contracts. • Conduct legal research and case analysis to support litigation and settlement strategies. • Collaborate with internal staff and external professionals, including expert witnesses, to strengthen case outcomes. • Assign and oversee work performed by legal support staff to ensure accuracy, quality, and timeliness. • Maintain accurate case records and ensure compliance with legal, ethical, and firm standards. • Provide the firm with copies of all client‑provided and attorney‑drafted documents to support seamless case management. • Track billable time and value delivered in accordance with firm policies and expectations. • Participate in bi‑weekly case review meetings with firm leadership to assess strategy, support needs, and payment status. • Contribute to firm performance by meeting key metrics, demonstrating accountability, and supporting a collaborative team culture. • Travel to Tampa and St. Petersburg courts as needed for hearings, trials, and other proceedings.