Intake Specialist

ZOECKLEIN LAW PA • Brandon, FL

2d

About The Position

The Intake Specialist serves as the first point of contact for prospective clients and plays a critical role in lead conversion, client experience, and new matter onboarding. This position is responsible for answering inbound calls, conducting detailed legal intakes, scheduling attorney consultations, managing lead follow-up through Pipedrive, documenting all intake activity in Practice Panther, assisting with contract preparation, and initiating onboarding workflows in accordance with Firm procedures.

Requirements

• Prior experience in a law firm intake, legal assistant, or client-facing administrative role preferred.
• Strong verbal and written communication skills.
• Excellent organizational and time-management abilities.
• High attention to detail and accuracy.
• Ability to manage multiple tasks in a fast-paced environment.
• Professional demeanor with strong customer-service skills.

Nice To Haves

• Experience with Practice Panther and/or Pipedrive.
• Familiarity with probate, estate planning, or litigation terminology.
• Sales, intake, or lead-conversion experience in professional services.

Responsibilities

• Own all inbound client intake and first interactions
• Ensure accurate, complete entry of all client data and case details
• Schedule consultations efficiently to maximize attorney utilization
• Drive consistent follow-up to convert leads into retained clients
• Support contract execution and ensure seamless client onboarding

Benefits

• 401(k)
• 401(k) matching
• Paid time off

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed
• Number of Employees: 1-10 employees