My client is a San Francisco-based family law firm specializing exclusively in divorce, custody, support, and complex family law matters. They work closely with financial experts, mental health professionals, and other specialists to provide strategic, tailored solutions for our clients.
Position Overview
We are seeking a reliable, detail-oriented Legal Intake Specialist to manage prospective client intake from initial inquiry through retainment. This client-facing role is critical to both client experience and firm operations. The ideal candidate thrives in a fast-paced environment, communicates with empathy and confidence, and has experience in legal or administrative intake (family law preferred).
Key Responsibilities
- Respond promptly to new client inquiries via phone, email, and online intake forms
- Conduct initial intake calls with prospective clients in a professional, empathetic, and confident manner
- Collect and accurately document client information in our case management systems
- Perform preliminary conflict checks and coordinate with attorneys
- Schedule consultations using Microsoft Outlook and coordinate attorney availability
- Send engagement materials and guide clients through next steps
- Discuss consultation fees and handle basic payment collection for consultations or retainers as needed
- Maintain consistent follow-up with prospective clients to ensure no leads fall through the cracks
- Communicate clearly with attorneys and staff regarding intake status and scheduling
- Keep intake records organized, up to date, and accurate
- Adjust quickly to changes in workflow, priorities, or procedures
- Handle confidential and sensitive information with discretion
What We’re Looking For
- Experience in an intake, administrative, or client-facing role (law firm experience preferred; family law a plus)
- Strong working knowledge of Microsoft Outlook, including email and calendaring
- Comfortable working with Adobe and document management (PDFs, forms, review and organization)
- Excellent organizational skills and attention to detail
- Comfortable discussing fees and handling basic payment collection
- Strong written and verbal communication skills
- Ability to manage multiple tasks and follow through consistently in a fast-paced environment
- Willingness to adapt, learn quickly, and adjust as firm needs evolve
Salary and Other Compensation:
The annual salary for the role is 75-100k
Factors which may affect pay within this range may include geography/market, skills, education, experience and other qualifications of the successful candidate.
