Legal Intake Specialist

Job Description

Job Description

Edgar Law Group, LLP is seeking a full-time Front Desk Concierge & Legal Intake Specialist to support front-office operations, prospective-client intake, scheduling, client communication, document handling, and general administrative workflow.

This is an important client-facing position for someone who understands that the front desk of a law firm is not merely a reception station. It is a trust point, a communication hub, and the first point of operational control for clients, prospective clients, vendors, visitors, courts, agencies, referral sources, and members of the public.

The right person for this role will be professional, steady, discreet, detail-oriented, and highly accountable during the workday. This position requires someone who takes pride in being present, prepared, responsive, organized, and available during scheduled working hours. Because the role supports front-office coverage, legal intake, scheduling, client communication, and administrative follow-through, reliability and clear communication are essential.

This is not a passive reception role. The Front Desk Concierge & Legal Intake Specialist helps create the client’s first experience of the Firm and supports the internal flow of information needed for attorneys, tax professionals, and staff to serve clients effectively. The role requires careful listening, accurate note-taking, timely message routing, organized scheduling, appropriate document handling, and the ability to recognize when a client, prospective client, or internal team member needs prompt follow-up.

The ideal candidate will have prior experience in a law firm, professional services firm, tax office, accounting firm, or client-service office environment where confidentiality, accuracy, responsiveness, and sound judgment are required. Legal intake experience is helpful, but the most important qualities are professionalism, reliability, follow-through, attention to detail, comfort with technology, and the ability to communicate clearly and courteously with clients, prospective clients, attorneys, tax professionals, staff, vendors, and members of the public.

The Firm is looking for someone who can help protect the quality of the client experience while also supporting a more organized and disciplined front-office workflow. The successful candidate will understand that every call, message, appointment, document, and intake detail matters because each one affects the Firm’s ability to serve clients well and move matters forward efficiently.

$20 - $23 hourly

• Supervise new client onboarding and current client files through data entry and paperwork collection to ensure our cases are managed efficiently
• Conduct various tasks around the office such as managing spreadsheets, writing emails, faxing and copying, and transcribing notes to make sure all processes run smoothly
• Help foster prospective client streams by providing input into awareness and law firm partnerships initiatives alongside the marketing team
• Book consultations for prospective clients with our lawyers to expand our caseload and ensure meeting schedules are accurate
• Evaluate prospective client inquiries and phone calls, analyzing their case fit and making sure they feel seen and heard

Client-Focused & Front-Office Tasks

• Manage the front-office experience of the law firm during scheduled business hours
• Maintain reliable front-desk, phone, visitor, and client-service coverage throughout the workday
• Remain in the office and available during business hours, except for appropriate meal and rest breaks, brief personal needs, or coordinated work-related tasks away from the front desk
• Communicate clearly with the appropriate supervisor or team member before stepping away when coverage, client service, phone coverage, visitor handling, or office security may be affected
• Answer incoming calls professionally, take clear messages, and route calls and inquiries appropriately
• Greet clients, potential clients, visitors, vendors, and other guests in a courteous and professional manner
• Serve as an initial point of contact for potential new clients and help guide them through the Firm’s intake and consultation process
• Schedule consultations, confirm appointments, and help maintain accurate calendar information
• Follow up with potential new clients regarding documents, engagement materials, and next steps as directed
• Enter and update client, potential client, contact, scheduling, and intake information in Firm systems
• Track intake communications, consultation status, follow-up items, pending engagement materials, and related front-office activity
• Maintain confidentiality and handle sensitive client, Firm, financial, and operational information with care
• Communicate clearly with supervisors and team members regarding coverage, scheduling, client needs, task status, and workflow issues
• Identify missing information, unclear instructions, client-service issues, or administrative concerns and escalate them appropriately
• Contribute to a professional, respectful, reliable, and service-oriented office environment

Administrative Tasks

• Maintain and organize the Firm’s calendars, including consultations, meetings, statutory deadlines, court appointments, tax filings, and other scheduling obligations
• Coordinate with the IRS, courts, administrative agencies, vendors, and other outside parties regarding hearings, motions, appearances, deadlines, and scheduling matters as directed
• Ensure office systems, calendars, files, and records are organized, accurate, and up to date
• Manage incoming mail by sorting, date-stamping, scanning, saving, and routing it appropriately
• Scan, copy, upload, name, file, organize, and retrieve documents as needed
• Organize client files and sub-files so that correspondence, voicemails, emails, documents, and notes are documented accurately and maintained in an orderly system
• Handle routine office correspondence, including letters, emails, thank-you notes, and other non-legal communications as directed
• Help manage office communications, deliveries, supplies, conference room preparation, and other daily office needs
• Provide general administrative support to the Managing Partner, Operations Manager, Legal Team, Tax Team, and administrative staff
• Assist with post-engagement activities, file closing, and related administrative follow-up as directed

• Previous legal experience a plus
• Firm knowledge of spreadsheet and data management, as well as computer skills
• High school diploma or equivalent required; Bachelor’s degree preferred
• Strong ability to communicate eloquently and empathetically a must
• Proficiency with Microsoft Office products, especially Microsoft Excel

• Prior experience as a receptionist, intake coordinator, client concierge, administrative assistant, office assistant, legal assistant, customer service representative, or similar client-facing role
• Law firm, tax office, accounting firm, or professional services experience preferred
• Ability to maintain confidentiality and exercise sound judgment with sensitive information
• Positive, steady, mature, and team-oriented approach to daily work
• Strong verbal and written communication skills
• Professional phone presence and client-service orientation
• Reliable attendance, punctuality, and commitment to working in an in-office professional environment
• Strong attention to detail and ability to enter, organize, and track information accurately
• Ability to manage multiple tasks during a busy workday
• Comfort using computers, email, calendars, document systems, scanners, copiers, phones, and other office technology

At Edgar Law Group, LLP, we delve deep into the complexities of tax law to safeguard the interests of individuals and businesses nationwide. We are a boutique law firm dedicated to delivering exceptional legal services in tax, estate planning, and business law. Our firm takes pride in delivering strategic outcomes for clients while maintaining a high-performance, team-oriented work culture.

In addition to tax issues, we handle business litigation, real estate disputes, and family law matters, offering in-depth forensic accounting services as needed. We are also proud of our success in assisting emerging enterprising professionals with business formation, guiding them through legal and tax implications to best suit their vision and business goals.