Receptionist/Intake Specialist

Job Description

Job Description

Who We Are Looking For

Beyond qualifications, we are looking for a specific type of person. Our clients are often navigating stressful, high-stakes situations — IRS issues, legal challenges, or major financial decisions. The right candidate will bring the following qualities to every interaction:

• Exceptional attitude and positive energy — you are the first impression of our brand
• Genuine empathy and emotional intelligence — you make clients feel heard, understood, and cared for
• Hunger to learn and grow — you see this role as a launchpad, not a ceiling
• Professionalism and poise — you represent two premium brands and carry yourself accordingly
• Active listening skills — you gather accurate information because you truly pay attention
• Discretion and confidentiality — you understand that our clients share sensitive legal and financial information
• Adaptability — you can seamlessly shift between supporting a legal firm and a tax strategy firm
• Proactive communication — you follow up, confirm, and keep things moving without being asked
• Team-oriented mindset — you are collaborative, dependable, and invested in the team's success

Role Summary

This position supports two complementary businesses that together form a vertically integrated wealth strategy platform for entrepreneurs, business owners, and high-income professionals.

The Receptionist & Intake Specialist is the face and voice of Lores Law and LoTax. This individual is responsible for creating an exceptional first impression with every client and prospect, managing all inbound communications, conducting thorough intake interviews, and keeping the leads pipeline organized and moving forward.

This is not a passive receptionist role. We are looking for someone who brings energy, professionalism, and genuine care to every interaction — someone who understands that the way a client is received at first contact directly reflects the quality and trust of our brand. The right candidate will be eager to grow with the firm and become an integral part of a high-performing, purpose-driven team.

Key Responsibilities

Client & Lead Communication

• Answer all inbound phone calls promptly and professionally, redirecting to the appropriate team member as needed
• Serve as the first point of contact for all prospective clients (Leads) calling to inquire about or schedule a consultation
• Conduct structured intake interviews with Leads, identifying their type of case and gathering all required information
• Communicate with current clients via phone, email, and text in a professional and empathetic manner
• Follow up with Leads and clients as directed to confirm, reschedule, or cancel appointments

Scheduling & Pipeline Management

• Schedule consultations between Leads and the attorney using 8am/MyCase software
• Send confirmation emails to Leads with all consultation details, including payment instructions
• Manage and maintain the leads pipeline — ensuring all consultations are confirmed, rescheduled, or cancelled within appropriate timeframes
• Manage the attorney's calendar and other scheduled meetings as directed

Administrative & Project Support

• Create and maintain Lead records accurately in 8am/MyCase software
• Prepare daily activity reports and task completion summaries as required
• Assist with drafting correspondence, follow-ups, and other communications
• Support LoTax with intake and scheduling on an as-needed basis
• Participate in additional projects assigned by firm leadership, including research, reporting, and client follow-up

Qualifications & Requirements

Required

• Bilingual — English and Spanish (spoken and written fluency required)
• High school diploma or equivalent; associate's or bachelor's degree preferred
• Minimum 1–2 years of experience in a receptionist, administrative, or client-facing role
• Proficiency with Microsoft Office Suite and general comfort with CRM or case management software
• Exceptional phone etiquette and professional written communication skills
• Ability to handle sensitive and confidential information with the utmost discretion

Preferred

• Prior experience in a legal, tax, financial services, or professional services environment
• Familiarity with 8am/MyCase or similar legal practice management software
• Basic understanding of tax, legal, or financial terminology

 

Company Description

Lores Law is the legal backbone of the ecosystem — a strategic legal advisory firm specializing in asset protection, corporate structuring, estate planning, and risk mitigation. It is not a traditional law firm; it operates as a trusted legal partner for clients building and protecting long-term wealth. This role primarily supports Lores Law and its client-facing operations.

LoTax is the tax strategy and financial optimization arm of the ecosystem — a proactive firm focused on advanced tax planning, income structuring, business tax optimization, and cash flow advisory. This role provides secondary support to LoTax as needed.

Together, these two businesses operate as a unified platform. The Receptionist & Intake Specialist serves as the first point of contact for both — and therefore plays a critical role in shaping the client experience from the very first interaction.

Company Description

Lores Law is the legal backbone of the ecosystem — a strategic legal advisory firm specializing in asset protection, corporate structuring, estate planning, and risk mitigation. It is not a traditional law firm; it operates as a trusted legal partner for clients building and protecting long-term wealth. This role primarily supports Lores Law and its client-facing operations.\r\n\r\nLoTax is the tax strategy and financial optimization arm of the ecosystem — a proactive firm focused on advanced tax planning, income structuring, business tax optimization, and cash flow advisory. This role provides secondary support to LoTax as needed.\r\n \r\nTogether, these two businesses operate as a unified platform. The Receptionist & Intake Specialist serves as the first point of contact for both — and therefore plays a critical role in shaping the client experience from the very first interaction.