V105- Legal Intake & Client Relations Specialist
About The Position
Join us as a Legal Intake & Client Relations Specialist and play a key role in supporting a growing law practice from the ground up. In this position, you will work closely with leadership to manage client intake, assist with legal documentation, and help streamline daily operations as the firm expands its client base. Your ability to communicate clearly and confidently will directly impact client experience, from first contact through onboarding. This is an exciting opportunity for someone who thrives in a fast-paced, evolving environment and enjoys taking initiative while contributing to meaningful growth. If you are driven, adaptable, and eager to grow alongside a developing legal team, this role offers long-term potential and impact.
Requirements
- Minimum of 1 year of experience as a legal assistant, or in a legal support role and/or related
- Bachelor's degree in legal studies
- Legal background with the ability to support both legal and intake functions
- Ability to handle client communication professionally over calls and emails
- Comfortable working in a fast-growing environment with evolving responsibilities
- Availability to grow into either legal or intake specialization over time
- Strong verbal and written communication skills
- Confident and professional phone presence
- Friendly, polite, and client-focused attitude
- High level of organization and attention to detail
- Self-motivated with a proactive and ambitious mindset
- Persistence and ability to follow up effectively
- Adaptability in a dynamic, startup-style environment
- Ability to balance administrative and legal support tasks
Responsibilities
- Support marketing efforts to generate new leads
- Assist in creating and improving internal SOPs
- Support administrative tasks and daily operations
- Send and manage initial intake forms
- Vet and qualify potential clients during the intake process
- Schedule consultations and coordinate client appointments
- Create and manage retainer agreements using provided templates
- Explain legal fees and initial service details to clients
- Draft legal documents and assist with document preparation
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
