Legal Client Intake Specialist

Legal Client Intake Specialist at Adams & Martin Group Legal Client Intake Specialist at Adams & Martin Group in San Francisco, California Posted in 9 days ago. $75,000.00 - $90,000.00 per year

Job Description:

Legal Intake Specialist (Law Firm - Hybrid or Mostly Remote with occasional in office days) A well-established and growing law firm is seeking an experienced Legal Intake Specialist to serve as the first point of contact for prospective clients. This is a high-impact, client-facing role ideal for professionals who excel at relationship building, intake management, and driving consultations in a fast-paced legal environment. Why This Role You will play a critical role in the firm's success by converting inquiries into retained clients while delivering a compassionate, confident, and professional intake experience. This position offers stability, competitive compensation, and the opportunity to work with a collaborative legal team that values precision and care. What You'll Do Manage a steady flow of inbound client inquiries via phone, email, and online forms Conduct polished, empathetic intake calls with prospective clients Accurately document case details and maintain organized intake records Perform preliminary conflict checks and coordinate closely with attorneys Schedule consultations efficiently using Outlook-based calendaring Guide clients through engagement steps and explain consultation fees Process basic payment collection for consultations or retainers Maintain proactive follow-up to ensure no opportunities are missed What We're Looking For Prior experience in legal intake, law firm administration, or client-facing legal roles Strong communication skills with confidence discussing fees and next steps Excellent organizational skills and attention to detail Proficiency with Microsoft Outlook, PDFs, and document management tools Ability to thrive under volume, shifting priorities, and evolving procedures Family law experience is strongly preferred , but not required Compensation & Benefits $75,000 - $90,000 base salary , depending on experience Comprehensive benefits package Hybrid work arrangement- Flexibility! Long-term growth and professional stability If you are interested please apply today with a copy of your resume! All qualified applicants will receive consideration for employment without regard to race, color, national origin, age, ancestry, religion, sex, sexual orientation, gender identity, gender expression, marital status, disability, medical condition, genetic information, pregnancy, or military or veteran status. We consider all qualified applicants, including those with criminal histories, in a manner consistent with state and local laws, including the California Fair Chance Act, City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, and Los Angeles County Fair Chance Ordinance.