What are the responsibilities and job description for the Legal Intake Specialist position at ESI?
Please note all applicants must be a current US resident.
ESI is now hiring a Front Desk Intake Specialist for a growing Law Firm in Stuart, FL
POSITION SUMMARY:
ESI is seeking a Front Office Intake Specialist who is responsible for new client intakes, answering and routing calls, and being a professional first point of contact for the law office. We are hiring for a busy, fast-growing law firm looking for a friendly, organized, and reliable Intake Specialist. This is an excellent entry-level opportunity for someone who enjoys helping people, keeping an office running smoothly, and learning new skills. No prior legal experience is required — we will train the right candidate.
QUALIFICATIONS:
- Excellent written and verbal communication skills
- Strong attention to detail and organization skills
- Ability to multitask efficiently
- Professional appearance and demeanor towards Clients
- Familiarity with the Microsoft Office Suite
- Ability to manage an online calendar
- Familiarity with the Case Management System, MyCase, is a plus, but is not required
- Prior Similar Experience Preferred
- Ability to walk, stand, stoop, bend, push a cart, or lift during the entire shift
- Ability to lift up to 25 pounds, including small packages and supplies
DUTIES AND RESPONSIBILITIES:
- Answer incoming calls, take clear messages, and schedule appointments.
- Speak with potential clients, gather basic information, and enter new leads into our case-management system (MyCase).
- Prepare consultation folders and ensure all documents are ready for the attorney.
- Assist with new client onboarding, including sending fee agreements, collecting IDs, and processing payments.
- Send welcome emails and update client files once they hire the firm.
- Keep office supplies stocked and place 1–2 monthly supply orders.
- Maintain the printer area, envelopes, labels, and general office organization.
- Sort and distribute daily mail; handle FedEx/UPS shipments and upload receipts.
- Keep the office tidy, including taking out trash and cleaning shared kitchen items.
- Scan, organize, and upload documents into MyCase.
- Create folders/binders for hearings, depositions, and mediations.
- Redact documents as instructed.
- Schedule calls and virtual meetings for attorneys and paralegals.
- Organize, scan and correctly file documents in case management system or other designated locations.
- Enter attorney timesheets daily.
- Prioritize tasks when multiple staff members assign work.
ESI COMPANY SUMMARY:
ESI provides comprehensive human resource services for its partner organizations. This includes recruiting, staffing, screening, on boarding, payroll, and benefits administration. Founded in 2015, ESI has carefully crafted our company culture and reputation based on a deep understanding that staffing is first and foremost about people. We understand the right placement in the right job changes lives. ESI is committed to providing simplified employment solutions through our superior work ethic and industry experience. It is our mission to treat every person we encounter with wholehearted integrity and dedication