Law Firm Intake Specialist at Safe Harbor Wills and Trusts

Our rapidly growing law practice is seeking a full-time legal intake specialist to join our team! You’ll survey prospective clients and empathize with them on the details of their cases, manage new client onboarding and data entry, and help our lawyers book and manage their appointments. We’ll provide the training and resources to help you flourish in your role on a tight-knit, supportive, and passionate legal team. If you have prior customer service experience, great communication skills, and a passion for helping others, apply today!

Full-time, in-office position. Business hours are 8:30 AM - 5:00 PM, M-F

$17 - $19 hourly

• Book consultations for prospective clients with our lawyers to expand our caseload and ensure meeting schedules are accurate
• Supervise new client onboarding and current client files through data entry and paperwork collection to ensure our cases are managed efficiently
• Perform miscellaneous clerical tasks as needed, including transcription, research, spreadsheet management, and email writing to ensure operational efficiency
• Evaluate prospective client inquiries and phone calls, analyzing their case fit and making sure they feel seen and heard
• Work with marketing to collaborate on outbound sales tactics and partnerships with other law firms in order to help bring in new cases

• Full familiarity with the Microsoft Office suite, with advanced Excel proficiency
• Excellent and empathetic verbal and written communication skills required
• High school diploma or equivalent required; Bachelor’s degree preferred
• Background in the legal industry preferred
• Customer service or sales experience a plus

Safe Harbor Wills and Trusts is a boutique law firm that focuses on helping individuals and families protect their home and life savings from the possibilities of unforeseen health and financial issues.

Our practice areas are limited to: Elder Law, Estate Planning, Family and Legacy Planning, Supplemental Needs Planning, Probate, and Guardianship Proceedings.

Safe Harbor Wills and Trusts believes in giving back to our communities. We sponsor different charities throughout the year. Employees are encouraged to participate in community and charitable events. When it comes to our team giving back, we believe we can all do well if we all do good.