Intake Specialist

Intake Specialist

As an Intake Specialist, you'll be the first point of contact for potential clients, providing clarity, compassion, and confidence from the very first conversation.

This is more than an administrative role. It's advocacy from the first hello.

Our client is seeking a highly organized, empathetic, and detail-oriented professional who can balance human connection with analytical thinking in a fast-paced legal environment.

What You'll Do

Serve as the first voice potential clients hear, conducting intake evaluations with empathy, professionalism, and strong judgment

Research claims, identify patterns, and draft concise internal memos to support attorney decision-making

Maintain accurate and organized records within the firm's CRM, document systems, and calendars

Coordinate across departments to ensure smooth intake and case onboarding processes

Support operational needs as they arise, including assisting with new-hire training

Contribute to a high-performing, collaborative team environment

The responsibilities listed above are representative and not exhaustive.

What Makes You a Great Fit

• You lead with empathy while thinking critically and analytically
• You are exceptionally organized with strong attention to detail and follow-through
• You communicate clearly and professionally, both verbally and in writing
• You thrive in a fast-paced environment and adapt well to shifting priorities
• You are proficient in Microsoft Word, Excel, and practice management software
• Spanish fluency is a strong plus

Requirements

• Minimum of 1 year of customer service experience
• Experience in legal intake, client services, or administrative support is a plus but not required

Why Join

You'll be joining a passionate, mission-driven team committed to advocating for employees across California. The work is meaningful, the standards are high, and the environment is collaborative and growth-oriented.

If you're looking for a role where your work genuinely impacts people's lives every day, this is your opportunity.