Intake Specialist (Legal) – Estate Planning & Probate Job at Robert Half (Lynnwood)

Job Description

Robert Half is partnering with a well-established and highly regarded law firm to identify an experienced Intake Specialist to join their growing team. This is a key, client-facing role responsible for managing the initial client experience and ensuring a seamless onboarding process for new matters. The Intake Specialist serves as the first point of contact for prospective clients, playing a critical role in shaping the firm’s client relationships from the outset. This position offers strong visibility and the opportunity to work closely with attorneys and legal staff while leveraging modern practice management tools.

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

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
Prior exposure to estate planning, probate, or elder law matters is preferred
Excellent verbal and written communication skills with a detail-oriented, compassionate, and client-focused approach
Strong technical ability and confidence learning new software, systems, and office workflows
High level of accuracy, organization, and the ability to balance multiple tasks effectively

Nice to have

Prior exposure to estate planning, probate, or elder law
Clio Grow

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

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Intake Specialist (Legal) – Estate Planning & Probate

Job Description

Job Responsibility

Requirements

Nice to have

What we offer

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