Law Firm Intake Specialist

Looking for a chance to join a close-knit, compassionate team of dedicated legal professionals? Our law firm is expanding and needs the help of an intake specialist to take client relations to the next level and manage our growing caseload. Our ideal candidate is great on the phone, a naturally compassionate and empathetic listener, and has a dedication to customer service and a passion for helping those in need. You’ll have an opportunity to help a thriving law firm succeed and make a tangible difference in clients’ lives every day. If this sounds like a job you’d love, apply now! Responsibilities:

• Evaluate prospective client inquiries and phone calls, analyzing their case fit and making sure they feel seen and heard
• Set appointments for potential clients that meet our criteria to keep our lawyers’ schedules organized and grow our caseload
• Collect paperwork and enter data into our case management system to ensure a smooth onboarding for new clients and tidy management of case files
• Work with marketing to collaborate on outbound sales tactics and partnerships with other law firms in order to help bring in new cases
• Print and prepare documents for will/trust signing meetings.
• Act as a witness during document signings.
• Scan and upload executed documents into the case management system.
• File deeds with the appropriate offices and track returns.
• Coordinate with title companies as needed.
• Go to the court or clerk’s office to pick up or drop off documents.
• Provide clear, compassionate communication to clients throughout the intake process.
• Ensure all client interactions reflect the firm’s values of professionalism, empathy, and attention to detail.
• Identify opportunities to improve client intake workflows and recommend process improvements.
• Follow up with prospective clients in a timely and professional manner.
• Collect payment for consultations and ensure all billing information is accurate.
• Follow up on overdue bills with professionalism and persistence.
• Manage attorney email inboxes and ensure urgent matters are flagged and addressed

Qualifications:

• Excellent and empathetic verbal and written communication skills required
• Strong computer and data entry skills
• Familiarity with case management and CRM systems a bonus
• Previous legal experience a plus
• Skilled with Microsoft Office, especially Microsoft Excel
• High school diploma or GED is a requirement; Bachelor’s degree is a plus
• Warm, approachable, and client-focused.
• Steady under pressure; maintains professionalism in stressful situations.
• Strong follow-up and accountability skills.
• Team player who communicates clearly with attorneys and staff.
• Proactive problem solver with an eye for improving processes.

About Company: Miller & Miller Law Group PLLC is an Elder Law firm dedicated to giving clients an incredible and easy legal experience. We provide peace of mind to clients by creating detailed estate plans to ensure clients' wishes are carried out. We help clients in their golden years avoid nursing home and home health aide poverty. When a person passes, we help their loved ones through the probate and administration process with compassion, helping them every step of the way.