Our rapidly growing law practice is seeking an experienced law firm intake specialist to join our team! You’ll survey prospective clients and empathize with them on the details of their case, ask basic intake questions, and manage new client onboarding. We’ll provide the training and resources to help you flourish in your role in a tight-knit, supportive, and passionate legal team. If you have prior legal intake experience, great communication skills, and a passion for helping others, apply today! Significant performance-related bonus potential. Responsibilities: • Serve as the first point of contact for prospective clients via phone, email, and in-person visits, providing professional and empathetic assistance. • Conduct initial client intake interviews to gather relevant facts, and document case details accurately in the firm’s case management system. • Screen potential cases based on firm criteria, under attorney supervision. • Schedule consultations and meetings between potential clients and attorneys, ensuring all necessary intake information and documents are prepared in advance. • Collect and organize client documentation , including contracts, medical records, incident reports, and other supporting materials. • Maintain accurate records of all inquiries, follow-ups, and client communications while ensuring confidentiality and compliance with firm policies. Qualifications: • Proficiency with Microsoft Office products, especially Microsoft Excel • Strong computer and data entry skills • Previous experience with CRM and case management software desired • High school diploma or equivalent required; Bachelor’s degree preferred • Sales or customer service experience highly valued Compensation: $60,000 + Significant Bonus Potential

• Serve as the first point of contact for prospective clients via phone, email, and in-person visits, providing professional and empathetic assistance. • Conduct initial client intake interviews to gather relevant facts, and document case details accurately in the firm’s case management system. • Screen potential cases based on firm criteria, under attorney supervision. • Schedule consultations and meetings between potential clients and attorneys, ensuring all necessary intake information and documents are prepared in advance. • Collect and organize client documentation, including contracts, medical records, incident reports, and other supporting materials. • Maintain accurate records of all inquiries, follow-ups, and client communications while ensuring confidentiality and compliance with firm policies. • Coordinate with attorneys and legal staff to relay case information, track intake progress, and ensure a smooth transition from intake to case handling.