Intake Specialist

Full job description

This client is a fast-growing team of professionals passionate about helping people through some of life’s most important legal moments. Whether it’s a business dispute, recovering after an injury, planning for the future, or resolving complex family matters — their clients count on them to be responsive, compassionate, and excellent. That all starts with you.

Exceptional, Boutique law firm is seeking a dynamic, personable, and driven Intake Specialist to join our team. As the first point of contact for potential clients, you will play a critical role in shaping their experience with our firm—from the first phone call or online submission, to signing them up as clients, to ensuring they leave us with a positive impression and a great review.

This role requires a combination of empathy, hustle, and professionalism. You’ll be working closely with our partners, marketing director, and office manager to ensure every client inquiry is handled quickly, effectively, and in line with our high service standards.

Key Responsibilities:

• Serve as the first point of contact for all new client inquiries—via phone, email, and online submissions.
• Guide potential clients through the intake process, ensuring they feel heard, supported, and understood.
• Manage the process from first contact to signed agreement, including follow-up and appointment scheduling.
• Track and meet all key performance indicators (KPIs) for lead follow-up speed, conversion rates, and client satisfaction.
• Collaborate with attorneys, marketing, and administrative staff to ensure smooth case onboarding.
• Conduct follow-up after case resolution to assist with reputation management and obtain client reviews.
• Maintain accurate records in the firm’s CRM and intake systems.

Qualifications:

• English proficiency required; fluency in Chinese or Japanese a strong plus.
• Prior sales, customer service, or intake experience strongly preferred.
• Comfortable and confident on the phone—able to build rapport quickly.
• Strong interpersonal skills; a genuine “people person” who can connect with individuals from diverse backgrounds.
• Goal-oriented with a “hustler” mentality—motivated to meet and exceed performance goals.
• Empathetic listener with excellent communication skills.
• Organized, detail-oriented, and able to manage multiple tasks at once.
• Self-motivated, goal-oriented individual with strong follow-up habits.
• Prior law firm or customer service experience is a plus, but not required.

Tools You’ll Use

• MyCase (CRM/case management)
• Intaker (Lead intake platform)
• Microsoft Teams
• Excel

Why Join Us?

At the Law Frim, you’ll be part of a fast-growing, high-performing legal team that values initiative, excellence, and teamwork. This role offers a unique opportunity to directly impact the firm’s success while helping clients navigate some of the most important moments in their lives.

We believe in investing in our employees, and to that end we have quarterly staff events, monthly training sessions, regular career development check-ins, and an endless supply of snacks. We have an incredible team, and we can’t wait for you to meet them!

Perks & Benefits:

• 401(k)
• Dental insurance
• Health insurance
• Paid time off
• Wellness program

Work Location: In-person at our newly renovated building in Irvine, but with the option to work from home every Wednesday, after your 90-day probationary period ends.

Job Type: Full-time

Pay: $43,000.00 - $65,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Paid sick time
• Paid time off
• Vision insurance