Intake Specialist

At Robinson & Casey, PLLC, we offer more than just a job; we provide a meaningful opportunity to make a difference. As a Legal Intake Specialist, you'll be the welcoming face for our new clients, offering guidance during their initial legal experience. Your role is crucial in gathering accurate information with care, ensuring each individual feels heard and supported. We’re looking for someone who excels in communication and relationship-building and is eager to contribute to a mission that truly matters. We're committed to nurturing a purpose-driven work environment where your growth and development are prioritized. Our structured yet flexible approach provides you with clear expectations and the support needed to thrive. With competitive compensation and the chance to be part of a well-organized team, you'll find your efforts truly valued. Ready to join a firm that values innovation and collaboration? Submit your resume and complete the disc assessment today. We can’t wait to welcome you to our team at Robinson & Casey, PLLC! Responsibilities: What You’ll Do • Be the first point of contact: Answer calls, emails, and online inquiries with warmth and professionalism. • Conduct meaningful conversations: Gather key information to understand each potential client’s situation and determine if we can help. • Keep us organized: Enter client information into our case management system accurately and efficiently. • Collaborate with the legal and sales team: Schedule consultations, share intake summaries, and make sure our team members have everything they need before meeting a client. • Follow up with compassion: Check in with potential clients and ensure no one slips through the cracks. • Maintain confidentiality: Handle every case and client with the highest level of discretion and professionalism. • Provide office oversight: Place supply orders, organize inbound and outbound mail, ensure office tidiness, etc. Qualifications: What You’ll Bring • A genuine desire to help people during difficult times. • Stellar communication skills — you listen as well as you speak. • Excellent attention to detail and comfort with digital tools (Microsoft Office, Clio, Hubspot, or similar). • The ability to multitask gracefully in a fast-paced environment. Nice to Have • Previous experience in a law firm, call center, or client service role is a plus, but not required if you’re eager to learn. • A minimum of 3-5 years of professional experience. Compensation: $50,000 - $58,000 yearly

• What You’ll Do • Be the first point of contact: Answer calls, emails, and online inquiries with warmth and professionalism. • Conduct meaningful conversations: Gather key information to understand each potential client’s situation and determine if we can help. • Keep us organized: Enter client information into our case management system accurately and efficiently. • Collaborate with the legal and sales team: Schedule consultations, share intake summaries, and make sure our team members have everything they need before meeting a client. • Follow up with compassion: Check in with potential clients and ensure no one slips through the cracks. • Maintain confidentiality: Handle every case and client with the highest level of discretion and professionalism. • Provide office oversight: Place supply orders, organize inbound and outbound mail, ensure office tidiness, etc.

Compensation:
$50,000-$58,000 per year