<p>Robert Half is seeking an Intake Specialist for a Law Firm Client. An Intake Specialist plays a critical role in ensuring the efficient onboarding of clients and facilitating the initial stages of case management. The individual in this position serves as the first point of contact for prospective clients, ensuring they receive a professional and empathetic experience while collecting essential information for case evaluation and progression.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ol><li><strong>Client Intake Management:</strong> Serve as the initial point of contact for new business inquiries, including handling phone calls, emails, and online inquiries.</li><li><strong>Information Gathering:</strong> Conduct thorough intake interviews to gather relevant case details, client information, and documentation to support initial case evaluations.</li><li><strong>Initial Case Assessment:</strong> Work with attorneys or legal teams to assess incoming cases for viability, urgency, and scope, ensuring proper categorization and follow-up.</li><li><strong>Customer Service:</strong> Provide empathetic and professional support to clients, addressing their concerns, questions, and assisting in directing them to the appropriate representatives in the firm.</li><li><strong>Record Keeping:</strong> Accurately record and maintain detailed notes, client records, and documentation in the firm's case management software while ensuring compliance with confidentiality standards.</li><li><strong>Collaborative Support:</strong> Partner with attorneys, paralegals, and administrative staff to ensure seamless handoffs of case work and proper onboarding of new clients.</li><li><strong>Compliance:</strong> Ensure alignment with legal regulations, ethical standards, and firm protocols throughout all intake and client communication procedures.</li></ol><p><br></p>

<ul><li>1-3 years in customer service, legal assistance, or intake-related roles.</li><li>Previous experience in a legal or professional service environment is a plus.</li><li>Excellent interpersonal communication and listening skills.</li><li>Strong attention to detail and organizational proficiency.</li><li>Comfort with handling sensitive information with the utmost confidentiality.</li><li>Familiarity with legal terminology and case management systems (e.g., Clio or PracticePanther) is advantageous.</li></ul><p><br></p><p><br></p>

<p>Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.</p> <p>Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. <a href="https://www.roberthalf.com/us/en/mobile-app" target="_blank">Download the Robert Half app</a> and get 1-tap apply, notifications of AI-matched jobs, and much more.</p> <p>All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit <a href="https://roberthalf.gobenefits.net/" target="_blank">roberthalf.gobenefits.net</a> for more information.</p> <p>© 2025 Robert Half. Robert Half is not a law firm and does not provide legal representation. Robert Half project lawyers do not constitute a law firm among themselves. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to <a href="https://www.roberthalf.com/us/en/terms">Robert Half’s Terms of Use</a>.</p>