Client Intake Specialist

Job Summary

A company is looking for a Client Intake Specialist to serve as the first point of contact for prospective clients and manage the intake and onboarding processes.

Key Responsibilities

• Answer and triage incoming calls, leads, and inquiries with professionalism and discretion
• Gather intake information, identify urgency, and route matters appropriately
• Schedule and confirm consultations, manage intake workflows, and maintain accurate data in the legal practice management system

Qualifications

• Prior law firm experience preferred, with family law experience a plus
• Prior intake and consultation scheduling experience strongly preferred
• Experience with practice management software strongly preferred
• Professional handling of confidential and emotionally sensitive information