Legal Intake Specialist

Overview

This role is for a detail-oriented Legal Intake Specialist to manage front-line client onboarding and administrative operations for a family and estate planning law practice.

You will serve as the primary point of contact, handling inbound calls, conducting initial client intakes, running conflict checks, processing payments, and coordinating daily case needs with firm attorneys.

Responsibilities

• Manage inbound phone communications for prospective and existing estate planning clients.
• Conduct initial client intake assessments and perform conflict checks prior to attorney consultations.
• Process client payments, generate basic transaction records, and maintain accurate billing details.
• Coordinate directly with firm attorneys to relay client updates, fulfill daily case requirements, and schedule consultations.
• Maintain accurate client intake records and update file details within case management systems.

Requirements

• Proven background as a receptionist or intake specialist.
• Exceptional phone etiquette and a welcoming, engaging personality.
• High attention to detail and strong organizational skills.
• Native-level English verbal and written communication skills.
• Ability to build rapport with clients navigating family law and estate planning matters.

Preferred Qualifications

• Experience or familiarity with legal case management platforms such as MyCase.

Compensation & Benefits

• Performance Bonus

Location

• Work From Home