Intake Specialist
Full Time • Clear Lake
Benefits:
- 401(k)
- 401(k) matching
- Competitive salary
- Health insurance
- Opportunity for advancement
- Paid time off
- Training & development
- Vision insurance
About Us:
Your Legacy Legal Care is a compassionate and client-focused law firm specializing in estate planning and elder law. We pride ourselves on delivering exceptional service, building lasting relationships, and helping families protect what matters most. Our team is growing, and we’re looking for a dedicated Intake Specialist to be the welcoming voice and first point of contact for our clients.
Position Overview:
As an Intake Specialist, you will play a critical role in creating a positive first impression for potential clients. You’ll be responsible for answering inquiries, gathering essential information, scheduling consultations, and ensuring a smooth transition into our legal services.
Key Responsibilities:
- Answer incoming calls, emails, and website inquiries with professionalism and empathy
- Conduct initial client intake interviews to gather relevant information
- Schedule appointments and consultations for attorneys and legal staff
- Maintain accurate records in our CRM and case management systems
- Follow up with potential clients to ensure timely communication
- Collaborate with attorneys and staff to ensure a seamless client experience
- Uphold confidentiality and compliance with legal and ethical standards
Qualifications:
- Previous experience in a client-facing role, preferably in a legal, medical, or professional services setting
- Excellent communication and interpersonal skills
- Strong organizational skills and attention to detail
- Ability to multitask and manage time effectively
- Proficiency with CRM or case management software (experience with Clio, Lawmatics, or similar is a plus)
- Empathy, patience, and a genuine desire to help others
Why Join Us?
- Supportive and collaborative team environment
- Opportunities for growth and professional development
- Competitive compensation and benefits
- Make a meaningful impact in the lives of families and individuals
Compensation: $35,000.00 - $45,000.00 per year
About Us
Since tomorrow is promised to no one, it is imperative that everyone have their estate plan in place. And honestly, you plan because you have someone you love. Protecting your loved ones and all that is valuable to you can only be accomplished with a comprehensive estate plan through the creation of a will, trust, or another estate planning tool. We have the unique ability to help you in that endeavor so that you are prepared for whatever the future may bring.
At Your Legacy Legal Care®, we believe that our approach to estate planning is the most efficient and effective way to protect the rights and interests of you and your loved ones. Representing individuals throughout the Greater Houston area, we strive to provide our clients with the professional, skilled services they need and deserve. From simple wills to complex family business succession plans, we have the experience necessary to meet all estate planning needs.
(if you already have a resume on Indeed)