Intake Specialist

Law Office of Shaun Setareh IncBeverly Hills, CA
$25 - $35Onsite

About The Position

We are a leading class-action and complex litigation law firm based in Beverly Hills, California. Our firm focuses on high-impact employment law cases, including wage-and-hour, workplace rights, and other complex matters against some of the largest companies in the country. We are a fast-moving, client-focused team that takes pride in doing meaningful work. Many of the people who contact our firm are dealing with stressful workplace situations and are looking for someone who will listen, ask the right questions, and help guide them through the first step of the legal process. This role is an excellent entry point for someone who wants to grow in the legal field. You will get valuable hands-on experience speaking with potential clients, learning how employment cases are evaluated, working with legal documents, and supporting the early stages of case development. For the right person, there is room to grow into other roles within the firm, including legal assistant, pre-litigation assistant, case management, intake leadership, or other legal support positions. As an Intake Specialist, you will be one of the first points of contact for potential clients. Your job is to help determine whether someone may have a potential claim, collect key information, organize documents, and assist qualified leads with the sign-up process. This is a phone-heavy role that requires confidence, empathy, attention to detail, and the ability to stay organized in a fast-paced environment. You do not need to be an attorney, and you will not be expected to give legal advice. However, you should be comfortable asking thoughtful questions, documenting information clearly, and helping move potential clients through the intake process.

Requirements

  • Dependable, sharp, personable, and motivated to grow
  • Comfortable on the phone
  • Can handle sensitive conversations with professionalism
  • Knows how to balance empathy with efficiency
  • Intake, sales, customer service, call center, or lead screening experience
  • Comfortable handling a high volume of calls and follow-ups
  • Communicate clearly and professionally by phone, email, and text
  • Can ask good questions, think critically, and spot important details
  • Organized, reliable, punctual, and able to follow systems
  • Can work independently while also being part of a team
  • Comfortable using Google Sheets, Outlook, CRMs, and case management software
  • Interest in law, litigation, client service, or legal operations
  • Want to build a career in the legal field, not just find another job
  • Able to reliably commute to Beverly Hills and work the scheduled days and hours

Nice To Haves

  • Prior experience in a law firm, intake department, call center, sales role, or client-facing office role
  • Experience with legal intake, case screening, or retainer follow-up
  • Familiarity with employment law, wage-and-hour claims, or plaintiff-side litigation
  • Bilingual Spanish strongly preferred
  • Additional languages are a plus

Responsibilities

  • Answer incoming calls from potential clients seeking legal help
  • Respond to email, text, and web inquiries in a timely and professional manner
  • Conduct intake calls and gather important facts about potential employment law claims
  • Screen leads based on firm criteria and prepare information for attorney or management review
  • Assist qualified potential clients with retainer agreements and sign-up steps
  • Follow up with leads who have submitted forms, booked calls, or requested more information
  • Organize new case files, supporting documents, call notes, and intake details
  • Maintain accurate records in the firm’s CRM and case management systems
  • Communicate clearly with attorneys, legal assistants, and management about potential new cases
  • Provide a professional, compassionate, and helpful experience to every potential client

Benefits

  • 401(k) plan with employer contributions
  • Performance-based bonuses
  • Medical, dental, and vision insurance, partially employer-sponsored
  • Paid vacation
  • Paid sick leave in accordance with California law
  • Paid parking
  • Annual discretionary bonus
  • Career growth opportunities within the firm
  • Complimentary Snacks
  • Complimentary Meals on Mondays, Wednesdays, and Fridays
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