Kareli G.
Intake specialist
Hi, I’m Kareli — a detail-oriented Intake Specialist, Sales Support, and Administrative Professional with experience managing client communications, organizing data, and supporting operations from first contact to final coordination. I’ve worked with law firms and service-based businesses handling client intake, lead qualification, and contract coordination, while also ensuring all data, case files, and CRM records are accurate and up to date. Here’s what I bring to your team: • Client Intake & Lead Qualification — guiding prospects and identifying their needs • CRM & Data Management (Salesforce) — creating, updating, and tracking client records and cases • Data Entry & Accuracy — organizing information, maintaining clean databases, and ensuring error-free records • Contract Coordination — preparing, reviewing, and managing agreements and e-signatures • Case Creation & Internal Coordination — creating cases and routing them to the appropriate legal team • Customer Support & Sales — handling inquiries, follow-ups, and identifying opportunities I’m highly organized, proactive, and detail-focused. I don’t just manage tasks — I help keep operations running smoothly while ensuring no detail is missed. If you’re looking for someone who can communicate with clients, manage data accurately, and support your workflow, I’m ready to help.
Earnings and projects
Last 6 months ÷ 6
Billed in all: $31,994$32k
Across 3 contracts