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Family Law Intake Specialist

https://www.roberthalf.com Logo

Robert Half

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Location:
United States , San Jose

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Category:
Legal

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Contract Type:
Not provided

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Salary:

Not provided
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Job Description:

The Family Law Intake Specialist will be the first point of contact for clients seeking legal assistance in family law matters they are responsible for managing and prioritizing multiple tasks while maintaining a high level of professionalism. The Family Law Intake Specialist collaborates with attorneys and other team members to ensure a seamless client experience. This role requires strong communication skills, and the ability to manage sensitive information with confidentiality.

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
  • Send Zoom links, distribute Limited Consultation Agreements, and prepare engagement letters
  • Ensure proper collection and handling of retainer fees and unpaid consultation fees
  • Manage client files, saving them to Net Docs and organizing file transfers
  • Update legal management software (ProLaw & Crowther) with new client matters
  • Arrange client hospitality, including parking and reserving meeting spaces
  • Facilitate notary signings for in-house clients
  • Save outgoing pleadings in designated files and handle disengagement letters
  • Assist attorneys with billing and receivables

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
  • Managing multiple inquiries and organizing documentation
  • Understanding basic family law terminology and confidentiality protocols
What we offer:
  • medical, vision, dental, and life and disability insurance
  • company 401(k) plan
  • free online training

Additional Information:

Job Posted:
March 24, 2026

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