Law Firm Intake Specialist

Job Description

JOB DETAILS

REQUIREMENTS

• An associate’s degree or higher is a plus, but not required
• Experience in legal, customer service, or high-volume support environment preferred
• Excellent verbal and written communication skills
• Strong organizational skills, attention to detail, and ability to multitask
• Demonstrated tech proficiency (video platforms, CRM, MS Office/Google Workspace, e-signature, etc.). Ability to learn and master Clio Grow quickly.
• Ability to empathize and communicate with clients under stress
• Sales/conversion mindset: comfortable guiding leads through the process
• Experience with estate planning/probate is a plus, but not required
• High integrity and commitment to confidentiality

RESPONSIBILITIES

• Respond promptly and professionally to potential client inquiries (phone, email, online forms)
• Conduct initial screening with patience and accuracy to determine case eligibility and alignment with firm focus areas
• Schedule consultations with attorneys, coordinate calendars, and follow-ups
• Perform data entry and manage documents within Clio Grow
• Track, update, and manage the lead pipeline through the intake CRM
• Conduct basic conflict checks and policy compliance
• Provide empathetic support for clients dealing with loss, uncertainty, and complex matters
• Guide clients through the firm’s intake process, expectations, and next steps
• Assist in follow-up communications and conversion of inquiries to engagements
• Maintain confidentiality and uphold the firm’s reputation at every touch point
• Support administrative tasks as directed

Are you interested in this position?

Apply by clicking on the “Apply Now” button below!

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