Client Intake Specialist - Estate Law | PTO & Benefits

Simpson Law Firm; Fort Mill (SC); On-site; USD 25,000 - 30,000; Full time

Benefits offered by this job

Paid Time Off

Paid Holidays

Health Insurance

Matching 401(k)

Complimentary estate planning docs for

Job summary

Simpson Law Firm in Fort Mill, SC is seeking a friendly Client Intake Specialist to be the first point of contact for prospective clients. You will handle calls and emails, schedule consultations for estate planning, and maintain accurate client records in our practice management systems.

Ideal candidates have 2+ years in customer service or front-desk roles, strong communication, and comfort with Microsoft 365, Lawmatics or Clio.

Qualifications

• High school diploma required; associate’s degree or some college preferred.
• 2+ years of experience in customer service, reception, or a similar client-facing role.
• Excellent verbal and written communication; warm, professional phone presence.
• Strong attention to detail and accurate data entry.
• Comfortable with technology and quick to learn new software and systems.

Responsibilities

• Answer and manage incoming calls, creating a warm first impression and converting inquiries into consultations.
• Respond to client calls, emails, and voicemails within 1 hour during business hours.
• Follow up on email leads and provide a Chick-fil-A level client experience.
• Manage the firm calendar and schedule in-person, video, and phone consultations.
• Enter client information and notes in Lawmatics and Clio; set up client folders in OneDrive.

Skills

Customer service

Phone etiquette

Communication

Multitasking

Professional phone presence

Education

High school diploma

Associate’s degree or some college preferred

Tools

Lawmatics

Clio

Microsoft 365

Outlook

Teams

Word

Excel

OneDrive

Job description

Simpson Law Firm in Fort Mill, SC is seeking a friendly Client Intake Specialist to be the first point of contact for prospective clients. You will handle calls and emails, schedule consultations for estate planning, and maintain accurate client records in our practice management systems.

Ideal candidates have 2+ years in customer service or front-desk roles, strong communication, and comfort with Microsoft 365, Lawmatics or Clio.