Legal Intake Specialist Job at Beacon Hill (Fredericksburg)

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

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 , 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

Legal Intake Director

The Director of Intake will be responsible for ensuring that all potential clien...

Location

United States , New York

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Strong customer service skills and excellent communication skills
Highly organized, efficient and proactive with an attention to detail
Effective problem-solving abilities
Strong personal focus on meeting or exceeding individual, department and Firm expectations
Demonstrates a willingness to take on new tasks with a general attitude that no task is too small, impossible or cannot be improved
Ability to work effectively within a team-oriented work environment and independently
Knowledge of NYS no-fault and workers’ compensation rules and applicability and ability to read police reports and discern key information
Prior personal injury law firm experience required – 3 to 5 years’ experience
management experience highly preferred
Bilingual, Spanish preferred but not a must

Job Responsibility

Phone Accountability: including but not limited to making initial contact with potential new clients, assisting on calls to increase the likelihood of conversation and assisting and advising intake specialists and new case specialists
File and Data Management: including but not limited to assigning new cases to the appropriate teams and running and analyzing weekly reports as required by management
Intake Management: including but not limited to evaluating leads with the intended purposes of converting to a case, quality control of all intake and new case specialists to ensure clients and potential clients are being serviced properly, and run weekly huddle meetings to discuss performance goals, celebrate wins, and discuss any roadblocks the team is running into and solutions to overcome them
Marketing: including but not limited to ensuring that marketing information and all demographic information is entered into the CMS accurately
Reporting: running and analyzing weekly and monthly reports to provide data to upper management including conversion reports, reports related to marketing campaign success and wanted vs. unwanted leads

What we offer

medical, vision, dental, and 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

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

Sr Manager, Commercial Intake Specialist - LA28 Olympics

The Sr Manager, Commercial Intake Specialist is responsible for designing and le...

Location

United States , Irvine; Los Angeles

Salary:

120400.00 - 217200.00 USD / Year

T-Mobile

Expiration Date

Until further notice

Requirements

Bachelor's Degree Business Management, Engineering, Finance and Corporate Strategy
2-4 years 3 years of related experience, or an advanced degree with 1 year of related experience, or an equivalent combination
Experience in customer success leadership, operational discipline, and strategic thinking, with the credibility to represent T-Mobile for Business to customers’ executive stakeholders
Build / Lead Intake Management Function: Experience standing up and operating an end-to-end intake model (capture, triage, prioritization, fulfillment) for complex, high-volume requests
Enterprise Customer Success: Experience managing high-visibility enterprise stakeholders, delivering a premium service experience, and owning escalations through resolution
Cross-Functional Execution Leadership: Proven ability to drive outcomes across Sales, Operations, Finance, Legal, Program Management, and partners using governance, influence, and clear accountability
Risk, Dependency & Capacity Management: Demonstrated experience identifying delivery risks and cross-team dependencies early, managing capacity constraints, and driving mitigation plans to closure
Executive Level Communication: Experience preparing executive-ready updates and building reporting that provides visibility into volume, performance, risks, and readiness
People Leadership: Experience hiring, coaching, and performance-managing teams
establishing service discipline and building capability in a fast-moving environment

Job Responsibility

Lead and manage the GTM business relationship with the customers Sr leaders on a day-to-day basis
Responsible for the Customer Sales Success Intake team supporting the customer, including performance management, coaching, and capability development
Establish and own the end-to-end intake strategy for the customer and partners
Ensure consistent, high-quality customer engagement and escalation management for high-visibility stakeholders
Align intake execution with T-Mobile for Business commercial objectives, contractual commitments, compliance requirements, and operational capacity
Serve as the primary cross-functional coordination lead across Sales, Operations, Finance, Legal, Program Management, and external partners to drive timely delivery
Establish governance, metrics, and dashboards to track intake volume, service performance, readiness, and delivery outcomes
provide executive-ready reporting
Oversee billing accuracy, account governance, and reporting tied to the customers activity & establish metrics and dashboards to track intake performance, service delivery, and operational readiness

What we offer

competitive base salary and compensation package
annual stock grant
employee stock purchase plan
401(k)
access to free, year-round money coaches
medical, dental and vision insurance
flexible spending account
paid time off
up to 12 paid holidays
paid parental and family leave

Fulltime

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Legal Intake Specialist

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