Position Overview
Description
Intake Specialist (Legal) – Estate Planning & Probate
Robert Half is partnering with a well-established and highly regarded law firm to identify an experienced Intake Specialist to join their growing team. This is a key, client-facing role responsible for managing the initial client experience and ensuring a seamless onboarding process for new matters.
The Intake Specialist serves as the first point of contact for prospective clients, playing a critical role in shaping the firm’s client relationships from the outset. This position offers strong visibility and the opportunity to work closely with attorneys and legal staff while leveraging modern practice management tools.
Key Responsibilities
+ Serve as the primary contact for all incoming inquiries via phone, email, and online channels, delivering a high level of professionalism and client care
+ Conduct detailed intake interviews to gather relevant information, assess legal ...