Client Intake Specialist Job at Legal Services of North Florida (Tallahassee)

Client Intake Specialist

Legal Services of North Florida has an opening for a full-time (35 hours/week) I...

Location

United States , Pensacola

Salary:

34000.00 - 45000.00 USD / Year

Legal Services of North Florida

Expiration Date

Until further notice

Requirements

Skilled typist with strong grammar and writing skills
High attention to detail
Ability to listen carefully and ask clear, thoughtful follow-up questions
Comfortable working with individuals in high-stress or emotional situations
Able to collaborate effectively with others in both local and remote team settings
High-level of comfort with the Microsoft Office Suite and use of technology

Job Responsibility

First point of contact for individuals seeking help
Connecting people with legal support
Engaging directly with potential clients to collect initial information about their legal problems, income, and personal circumstances
Laying the groundwork for attorneys to assess and respond to each client's situation

What we offer

Four day (35 hour) work week
Paid time off includes holidays, sick leave, and personal leave (after two years, increases to four weeks per year)
100% fully paid health insurance for employee & dependent children after 60 days of employment
Employer paid life insurance policy of $25,000
Employer contributes 6% to retirement/401K plan after one year of full time service
Additional voluntary options of dental, vision, term life, disability, and other insurance coverage
Flexible Work Plans including remote work options available after 6 months of employment

Fulltime

Client Intake Specialist

We are looking for a detail-oriented Client Intake specialist to support legal s...

Location

United States , Milwaukee

Salary:

20.00 - 27.00 USD / Hour

Robert Half

Expiration Date

Until further notice

Requirements

At least 2 years of experience in client intake, legal support, case management, or a related area within a law office or legal services environment
Strong verbal and written communication skills, with the ability to conduct phone screenings and interact effectively with clients from diverse backgrounds
Demonstrated ability to stay organized, manage competing priorities, and maintain a high level of accuracy in detailed administrative work
Experience with or familiarity in e-filing, court filings, calendar management, and civil litigation support is highly valued
Proficiency using databases, electronic case management systems, Microsoft Office 365, and multiple software tools at the same time
Ability to work with empathy and care when assisting individuals facing challenging circumstances, including poverty or trauma
Knowledge of Wisconsin law is highly preferred
An associate or bachelor's degree is preferred
equivalent work, personal, or life experience will also be considered

Job Responsibility

Handle incoming phone and online inquiries, assess the nature of each request, and connect individuals with appropriate internal teams or outside community resources
Conduct initial intake conversations to evaluate eligibility for legal services and gather the facts needed to determine whether a matter meets case acceptance guidelines
Review information provided by prospective clients, identify key legal or service-related issues, and document details clearly within case records
Explain the intake outcome and next steps to applicants in a clear, respectful, and client-centered manner
Maintain current knowledge of community support services and issues affecting low-income and vulnerable populations in order to make informed referrals
Organize, review, and maintain paper and electronic case materials to ensure files are complete, accurate, and easy to access
Close matters promptly and accurately once intake or related work has been completed, following established documentation standards
Support legal assistant and paralegal-related administrative work tied to client intake, case tracking, and records management
Use case management databases, Microsoft Office tools, and related systems to manage information efficiently across multiple platforms

What we offer

Medical
Vision
Dental
Life and disability insurance
401(k) plan

Client Intake Specialist

Legal Services of North Florida has an opening for a full-time (35 hours/week) I...

Location

United States , Tallahassee

Salary:

34000.00 - 45000.00 USD / Year

Legal Services of North Florida

Expiration Date

Until further notice

Requirements

Skilled typist
Strong grammar and writing skills
High attention to detail
Ability to listen carefully and ask clear, thoughtful follow-up questions
Comfortable working with individuals in high-stress or emotional situations
Able to collaborate effectively with others in both local and remote team settings
High-level of comfort with the Microsoft Office Suite and use of technology
Must complete a Legal Services of North Florida online employment application and submit a resume

Job Responsibility

First point of contact for individuals seeking help
Connect people with the legal support they need
Engage directly with potential clients to collect initial information about their legal problems, income, and personal circumstances
Active listening and clear documentation
Lay the groundwork for attorneys to assess and respond to each client’s situation

What we offer

Four day (35 hour) work week
Paid holidays, sick leave, and personal leave (increases to four weeks per year after two years)
100% fully paid health insurance for employee & dependent children after 60 days of employment
Employer paid life insurance policy of $25,000
Employer contributes 6% to retirement/ 401K plan, after one year of full time service
Voluntary options of dental, vision, term life, disability, and other insurance coverage
Flexible Work Plans including remote work options available after 6 months of employment

Fulltime

Client Intake Specialist

The Client Intake Specialist supports attorneys by serving as a primary point of...

Location

United States , San Jose

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Associate’s degree preferred
bachelor’s degree a plus
Significant experience providing legal administrative or client intake support in a law firm or legal department
Strong client service, communication, and organizational skills
Ability to manage multiple priorities in a fast‑paced, deadline‑driven environment
Experience with legal document handling, calendaring, and electronic filing systems
Professional demeanor with a strong attention to detail and confidentiality

Job Responsibility

Serve as first point of contact for clients by answering, screening, and directing incoming calls and inquiries
Coordinate client intake and new matter setup, working with internal intake and conflicts teams
Collect, organize, and maintain client and matter information in electronic and paper files
Assist attorneys with calendars, deadlines, scheduling, and basic document preparation
Prepare, edit, and transmit correspondence and legal documents with accuracy and attention to detail
Maintain deadlines and key dates in calendaring systems and support workflow tracking
Collaborate with attorneys and support staff to ensure timely follow‑through and consistent client service
Handle confidential information with professionalism and discretion

What we offer

medical, vision, dental, and life and disability insurance
company 401(k) plan

Intake Specialist (Legal) – Estate Planning & Probate

Robert Half is partnering with a well-established and highly regarded law firm t...

Location

United States , Lynnwood

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Minimum of 2+ years of experience in a legal intake, client services, or front-facing law firm role
Prior exposure to estate planning, probate, or elder law strongly preferred
Experience with legal practice management systems required
Clio Manage preferred, with Clio Grow a plus
Exceptional communication skills, with the ability to interact with clients in a professional, empathetic, and clear manner
Highly organized with strong attention to detail and the ability to manage multiple priorities in a fast-paced environment
Technologically proficient and adaptable to new systems and workflows
Proven ability to handle sensitive and confidential information with discretion
Team-oriented approach with a positive, collaborative mindset
At least 1 year of experience in legal intake, client services, or a similar law firm role

Job Responsibility

Serve as the primary contact for all incoming inquiries via phone, email, and online channels, delivering a high level of professionalism and client care
Conduct detailed intake interviews to gather relevant information, assess legal needs, and evaluate urgency
Open and manage new matters within the firm’s practice management system (Clio), including running conflict checks and coordinating scheduling
Maintain accurate, organized client records throughout the intake and onboarding process
Collaborate with attorneys and paralegals to communicate intake status and ensure efficient handoff of new matters
Proactively follow up with prospective clients and track conversion from inquiry to engagement
Support ongoing improvements to intake workflows and client experience processes

What we offer

2 weeks PTO
401K with matching
Profit sharing
Fully paid medical/dental/vision coverage
Chance for long-term growth
Medical
Vision
Dental
Life and disability insurance

Fulltime

Intake Specialist

Job Summary: A professional who assists the Intake Coordinator / Director of Cl...

Location

United States , Saint Louis

Salary:

Not provided

AW Health Care

Expiration Date

Until further notice

Requirements

Minimum of one (1) year of experience in home health, preferred
Associate’s degree in related field, required
Minimum of one (1) year experience in healthcare, preferred
Acceptance of philosophy and goals of this Agency
Ability to exercise initiative and independent judgment
Ability to participate in physical activity
Ability to work for extended period of time while standing and being involved in physical activity
Moderate lifting
Ability to do extensive bending, lifting and standing on a regular basis

Job Responsibility

Review medical records for initiation of care needs in accordance with physician orders
Assists with data collection and entry for the purposes of initiating/continuing of care
Assists with insurance eligibility for services
Understands and adheres to established Agency policies and procedures
Understands and promotes principles of continuous performance improvement
Responsible for the timeliness and accuracy of all data entered into system software
Assists with consultative needs for referral sources, clients and staff
Assists in the preparation and implementation of policies and procedures which meet Medicare, Medicaid, state and local laws
Participates in studies and research and other administrative functions as assigned
Serves as a role model for all colleagues by setting an example of high standards in dress, conduct, cooperation and job performance

Fulltime

Order Intake Specialist

We are seeking a detail-oriented and customer-focused Order Intake Specialist to...

Location

United States , Oklahoma City

Salary:

20.00 USD / Hour

Robert Half

Expiration Date

Until further notice

Requirements

High School Diploma or equivalent required
Previous office or administrative experience preferred
Experience working in a fast-paced, deadline-driven environment
Strong attention to detail and organizational skills
Comfortable handling time-sensitive tasks with accuracy
Intermediate computer and digital literacy skills
Basic math proficiency
Strong critical thinking and problem-solving abilities
Ability to work independently while also collaborating within a team environment

Job Responsibility

Process and prioritize incoming orders based on client and business needs
Communicate with clients via phone and email to verify order details and special requests
Work closely with internal teams to ensure accuracy and timely completion of projects
Determine report pricing based on report type and client instructions
Review project information and confirm details as needed
Monitor and manage incoming emails for updates and new information
Maintain organized documentation and save correspondence appropriately
Send formal confirmations and invoices to clients
Enter detailed notes and project information into internal software systems
Support administrative functions and provide backup assistance when needed

What we offer

Medical insurance
Vision insurance
Dental insurance
Life insurance
Disability insurance
401(k) plan

Fulltime

Family Law Intake Specialist

The Family Law Intake Specialist will be the first point of contact for clients ...

Location

United States , San Jose

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Bachelor’s degree in a related field or equivalent experience in a legal or client-facing role
Minimum of 2 years of experience in a legal environment, preferably in family law
Strong understanding of family law concepts, terminology, and procedures
Excellent verbal and written communication skills, with the ability to convey complex information clearly and empathetically
Proficient in using legal software and Microsoft Office Suite (Word, Excel, Outlook)
Exceptional organizational skills and attention to detail
Ability to handle sensitive and confidential information with discretion
Strong problem-solving skills and the ability to work independently as well as part of a team
Ability to handle sensitive family issues with compassion
Effective communication to capture detailed, accurate information

Job Responsibility

Answering inquiries via phone, email, or web with empathy and professionalism
Conducting interviews to gather essential details about marital history, assets, and custody concerns to determine if a case is a good fit
Provide clients with information about our services, processes, and expectations
Collecting essential client details (e.g., marriage dates, assets, child information) to help attorneys prepare
Document and organize client information, ensuring accuracy and compliance with legal standards
Entering data into systems and managing attorney calendars to reduce missed consultations
Maintaining supportive, consistent communication to keep prospects engaged during the stressful decision-making phase
Schedule appointments for attorneys and follow up with clients, as necessary
Conduct potential client conflict checks and follow-ups
Manage new client intakes, follow up on incomplete questionnaire information, and confirm appointments

What we offer

medical, vision, dental, and life and disability insurance
company 401(k) plan
free online training

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