Intake Specialist

Title: Intake Specialist (Hybrid)

Salary: $24–$26 per hour, based on experience

Location: Boston, MA OR Worcester, MA

*THIS IS A RETAINED SEARCH - PLEASE DO NOT CONTACT ME/THE FIRM IF YOU ARE A RECRUITER*

About Maura Greene Law Group

We are an award-winning Massachusetts employment law firm dedicated to protecting employee rights and advocating for workers, executives, and professionals across the state. From our offices in Boston and Worcester, we advise clients on severance agreements, workplace investigations, performance concerns, discrimination, harassment, and other employment-related matters. Our team is committed to providing exceptional legal representation while ensuring every client feels heard, supported, and empowered throughout the process.

We are seeking a highly motivated, detail-oriented, and organized Intake Specialist with a passion for providing exceptional client service to serve as the first point of contact for prospective clients. This new hire will work closely with our attorneys, Business Development Manager, and Client Specialist to guide potential clients through the intake process and help connect individuals facing workplace challenges with the legal support they need. This is an excellent opportunity for a team oriented individual with an entrepreneurial spirit who enjoys building relationships, improving processes, and making a meaningful impact on people's lives. It’s essential that this new hire will handle sensitive and confidential information with professionalism and discretion. To learn more, please visit our site: mauragreene-law.com.

Benefits:

• A hybrid work schedule with 3 remote workdays per week
• 10 PTO days 10 law firm-observed paid holidays
• A 30-minute paid lunch each workday
• Health and Dental insurance (Blue Cross Blue Shield)
• A 401(k) plan and profit-sharing plan, once eligible
• Training, mentorship, ongoing professional development, and growth opportunities

Responsibilities:

• Serve as the first point of contact for prospective clients via phone and email
• Conduct client intake and a qualification processes to determine whether legal matters are a good fit for the firm
• Provide fee quotes, schedule consultations, and issue engagement letters
• Follow up with prospective clients and maintain consistent communication throughout the intake process
• Manage relationships with current clients and referral sources
• Schedule meetings, consultations, and conference calls for attorneys and staff
• Onboard new clients, including preparing fee agreements, invoices, etc.
• Maintain accurate client records and documentation within firm systems
• Assist with improving workflows, processes, and procedures related to client intake and onboarding

Requirements:

• 1 year of experience in a client-facing, customer service, sales, or client intake role
• An interest in employment law and helping individuals navigate workplace challenges
• A strong project management mindset with interest in improving systems/ processes
• Confident and outgoing with a professional communication style
• Excellent verbal and written communication skills
• Ability to exercise sound judgment and maintain confidentiality
• Proficiency with Microsoft Office Suite, including Word, Outlook, and basic Excel

Bonus Experience:

• Experience in sales or business development
• Experience working in a law firm environment and/or professional services
• Knowledge of Clio
• Knowledge of Microsoft SharePoint

Please note that this job description is intended to provide a general overview of the position and is not representative of all responsibilities, duties, and skills required.

Maura Greene Law Group is an equal opportunity employer. The position is located in the firm’s Boston, MA or Worcester, MA office. Relocation Assistance is not offered for this position. Applicants must be legally authorized to work in the United States.