Client Intake & Onboarding Specialist

Yampaglia Law; Rutherford (NJ); On-site; USD 30,000 - 48,000; Full time

Benefits offered by this job

Paid Time Off (PTO)

Paid Holidays

Health, Dental, and Vision Benefits (o

Retirement Savings Plan

Ongoing professional development and培训

Job summary

Yampaglia Law is actively seeking an Intake Specialist to serve as the firm’s first point of contact for prospective clients. You will manage inbound inquiries, conduct initial client screenings, gather case information, and schedule consultations with attorneys.

The role requires attention to detail, empathy, and professionalism to ensure a positive client experience and efficient onboarding of new matters.

Qualifications

• High school diploma or equivalent.
• 1–3 years in customer service, client intake, legal support, or related field.
• Strong verbal and written communication skills.
• Excellent organizational and multitasking abilities.
• Proficiency in Microsoft Office and client management software.
• Ability to maintain confidentiality and professionalism at all times.

Responsibilities

• Answer and manage incoming phone calls, emails, website inquiries, and referral requests.
• Conduct detailed intake interviews to gather relevant client and case information.
• Assess prospective matters based on established firm guidelines and criteria.
• Schedule consultations between prospective clients and attorneys.
• Accurately enter and maintain client information within the firm's case management system.
• Follow up with prospective clients regarding required documentation and case status.
• Maintain strict confidentiality of client information and firm records.
• Coordinate with attorneys, paralegals, and support staff to facilitate seamless client onboarding.
• Monitor intake performance metrics and assist with reporting requirements.
• Deliver exceptional customer service while demonstrating empathy, professionalism, and attention to detail.

Skills

Verbal communication

Written communication

Organizational skills

Multitasking

Client intake

CRM software

Education

High school diploma or equivalent

Tools

Microsoft Office

CRM systems

Job description

Yampaglia Law is actively seeking an Intake Specialist to serve as the firm’s first point of contact for prospective clients. You will manage inbound inquiries, conduct initial client screenings, gather case information, and schedule consultations with attorneys.

The role requires attention to detail, empathy, and professionalism to ensure a positive client experience and efficient onboarding of new matters.