Law Firm Intake Specialist

Law Firm Intake Specialist Randall & Bryant Estate Planning Law Firm Indianapolis, IN Job Details Full-time $36,000 a year 20 hours ago Qualifications High school diploma or GED Full Job Description Our law office is growing fast, and we're searching for a full-time legal intake specialist to help us succeed! You'll serve as the compassionate voice of our law firm, fielding inbound calls from prospective clients in their time of need, screening and surveying for potential cases, and helping our lawyers manage their meetings. If the thought of coming to work every day and making a positive impact on clients' lives excites you, start your application today!

Compensation:

$36,000 yearly +

Health Benefits Responsibilities:

Manage attorney schedules, including prospective client consultations, to foster caseload growth Screen incoming potential client phone calls to make sure the case falls within the scope of the firm, while helping the caller feel heard and understood Take charge of various office tasks such as email correspondence, document management, data organization, and research to make sure our firm is running at peak efficiency Organize paperwork and perform data entry in our case management system to streamline new client onboarding and current client files Coordinate awareness initiatives and foster relationships with other attorneys alongside the marketing team in order to help grow our prospective client base

Qualifications:

High school diploma or equivalent needed, while a Bachelor's degree is desired Previous experience with CRM and case management software desired Solid data entry, spreadsheet management, and computer skills Previous customer service or sales experience preferred Possesses outstanding communication skills and sense of empathy About Company Randall & Bryant, PC is an Indianapolis-based estate planning law firm dedicated to changing the way America plans for the better. Since 1989, our LifeSpan Legal Service Program has provided clients with personalized education, ongoing plan maintenance, and settlement services across Indiana, Virginia, and Colorado. What makes us different is the lifelong relationship we build with every client. We don't create a plan and walk away; we walk alongside families through life's most difficult moments: disability, loss, and grief. That work is deeply meaningful, and it attracts an equally committed team. We are a small, close-knit firm in a period of exciting growth. Education is a cornerstone of how we serve clients and how we invest in our own people. We believe in self-growth, continuous learning, and supporting one another. When you own a role here, you truly own it.