Estate Administration Case Intake Specialist

Simpson Law Firm; Fort Mill, Northern (SC, KY); Hybrid; USD 51,577,000 - 63,039,000; 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 hiring an Estate Administration Case Intake Specialist for a full-time, in-office role. You will conduct intake calls, gather estate information, and apply firm guidelines to triage matters.

The position emphasizes empathy, organization, and clear communication with clients during upsetting times. The role supports the Intake Team, processes mail, logs documents, and provides backup reception coverage.

Qualifications

• High school diploma required; associate’s or bachelor’s degree preferred.
• 1+ years of experience in a legal, medical, insurance, customer service, or client intake environment preferred.
• Law firm experience is a plus.
• Excellent verbal communication skills with a professional and compassionate phone presence.
• Strong attention to detail and sound judgment, with the ability to apply guidelines consistently.
• Comfortable working within a structured call format while still gathering complete and accurate information.

Responsibilities

• Conduct structured case evaluation calls with prospective estate administration clients to gather key information.
• Apply firm intake criteria to determine whether prospective matters suit the firm.
• Identify cases outside the firm’s practice areas and decline or redirect appropriately.
• Document call findings in Lawmatics and Clio for attorneys.
• Communicate warmly and professionally with prospective clients navigating loss.
• Receive, sort, and process incoming firm mail daily.

Skills

Verbal communication

Attention to detail

Organization

Multitasking

Education

High school diploma

Assoc./Bachelor preferred

Tools

Clio

Lawmatics

Job description

Are you someone who naturally takes ownership, stays organized in a fast-paced environment, and enjoys helping people through important life moments? Do you have a talent for asking the right questions, gathering details, and making sure nothing falls through the cracks? If so, Simpson Law Firm may have the perfect opportunity for you.

Simpson Law Firm is a growing estate law firm serving families throughout North and South Carolina. We are looking for an Estate Administration Case Intake Specialist to join our team in our Fort Mill, SC office.

This role is an important part of our client experience and serves as the first substantive point of contact for prospective estate administration clients. The ideal candidate is compassionate, detail-oriented, comfortable speaking with clients by phone, and able to gather accurate information while maintaining a warm and professional approach.

The Estate Administration Case Intake Specialist will conduct structured case evaluation calls with prospective clients, collect important estate-related information, apply firm intake guidelines, process incoming mail, and provide support to the Intake Team and broader firm as needed.

We value hard work, attention to detail, teamwork, and a positive, people-centered culture. If you are looking for an opportunity to contribute to a growing firm where your work directly impacts clients and the team around you, we would love to hear from you.

Job Responsibilities

Conduct structured case evaluation calls with prospective estate administration clients to gather key information, including decedent information, estate assets, will and trust status, family structure, potential disputes, and urgency factors.

Apply firm intake criteria consistently and accurately to determine whether prospective matters are appropriate for the firm.

Identify cases outside the firm’s practice areas, jurisdiction, or scope of services and professionally decline or redirect those inquiries when appropriate.

Accurately document call findings in firm systems, including Lawmatics and Clio, so attorneys have complete information before client consultations.

Communicate with prospective clients with warmth, professionalism, and empathy, particularly when assisting families navigating a recent loss.

Receive, sort, and process incoming firm mail daily.

Log and track checks, court documents, and time-sensitive correspondence according to firm procedures.

Scan and file documents into appropriate client matters and firm systems.

Route documents and correspondence to the appropriate attorney, paralegal, or department.

Provide backup phone coverage for the Intake Team and assist with firm-wide incoming calls during high call volume or staff availability needs.

Direct callers to the appropriate team member or department and take detailed messages when necessary.

Assist with general office needs, including running office errands and helping with office events as needed.

Provide additional administrative support to the team as business needs require.

Qualifications

High school diploma required; associate’s or bachelor’s degree preferred.

1+ years of experience in a legal, medical, insurance, customer service, or client intake environment preferred.

Law firm experience is a plus.

Excellent verbal communication skills with a professional and compassionate phone presence.

Strong attention to detail and sound judgment, with the ability to apply guidelines consistently.

Comfortable working within a structured call format while still gathering complete and accurate information.

Proficient with basic office technology; experience with practice management software such as Clio or Lawmatics is a plus.

Organized and reliable with documentation handling and administrative responsibilities.

Able to manage multiple priorities in a fast-paced environment.

Who You Are

Detail-oriented and committed to accuracy.

A strong communicator who enjoys helping people.

Professional, dependable, and team-focused.

Comfortable speaking with clients during difficult and emotional circumstances.

A problem solver who can use good judgment and knows when to ask questions or escalation concerns.

Someone who takes pride in supporting both clients and teammates.

Location

This is a full-time, in-office position based at our Fort Mill, SC office.

Hourly Rate: $18.00–$22.00 per hour, depending on experience.

• Benefits: Paid Time Off, Paid Holidays, Health Insurance, Matching 401(k).
• Perks: Complimentary estate planning documents for employees.

Our Hiring Process

Initial pre-screen call.

Interview with HR and Team Director.

Complete skills test and strengths assessment.

Provide business references.

Final interview with the Firm Owner.

Offer extended to selected candidate.

Are you ready to be part of something meaningful? If you are excited to contribute to a growing firm and thrive in a client-focused role, we want to hear from you.