Legal Intake Specialist

Overview

The organization is seeking a detail-oriented Legal Intake Specialist to manage front-line client onboarding and administrative operations for a family and estate planning law practice. This role involves answering inbound calls, conducting initial client intakes, running conflict checks, processing payments, and coordinating with firm attorneys for daily case needs. Success in this position requires excellent phone etiquette, a welcoming presence, and precise client recordkeeping.

Responsibilities

• Manage inbound phone communications as the primary point of contact 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 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, with high attention to detail and strong organizational skills.
• Native-level English verbal and written communication skills.
• Warm, engaging personality with the 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