Intake & Operations Coordinator

Kelley Kronenberg; Fort Lauderdale (FL); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

Competitive salary

Health insurance (PPO)

PTO with floating holiday

401(k) with employer match

DEI culture and inclusive environment

Professional development

Job summary

Kelley Kronenberg’s Fort Lauderdale office is seeking an Intake & Operations Coordinator to own the client and matter intake lifecycle, from initial requests through conflict checks and setup. This role sits at the center of the firm's intake processes and works closely with the Director of Legal Operations on process improvement.

You will ensure data integrity across systems, generate intake reports for leadership, onboard new matters, and help train teammates.

Qualifications

• High school diploma or equivalent.
• Associate’s degree preferred.
• Minimum of 2 years of professional work experience in a law firm, legal services, or professional services environment preferred.
• Proficiency with Microsoft Office Suite, including Word, Excel, and Outlook.
• Strong organizational and time-management skills, with the ability to manage multiple priorities and deadlines.
• Excellent written and verbal communication skills, with a professional, detail-oriented approach.
• Comfort adapting to changing priorities and learning new tools, including firm-approved AI and technology, to improve efficiency and service delivery.

Responsibilities

• Process new client and matter intake requests, ensuring information is complete, accurate, and consistent with firm policies and service-level agreements.
• Run and review conflict of interest checks, escalating potential conflicts to the appropriate stakeholders in a timely manner.
• Coordinate new matter setup across firm systems, verifying and entering client, matter, and case-related information accurately.
• Generate and maintain intake reporting for firm leadership, tracking volume, turnaround times, and outstanding items.
• Support onboarding for new clients and matters, and help train new team members and attorneys on intake procedures and systems.
• Maintain data integrity across intake and matter management systems, coordinating with attorneys and staff so information flows smoothly between intake, matter management, and billing.
• Partner with the Director of Legal Operations to develop new workflows, document existing processes, and identify opportunities for automation and efficiency.

Skills

Organization

Time management

Communication

Adaptability

Attention to detail

Education

High school diploma

Associate’s degree preferred

Tools

Microsoft Office

Job description

Intake & Operations Coordinator

Location: Fort Lauderdale, FL

About the Opportunity

Kelley Kronenberg’s Finance & Legal Operations team is looking for a detail-oriented Intake & Operations Coordinator to join our Fort Lauderdale office. This role sits at the center of the firm’s client and matter intake process, giving you the chance to build deep familiarity with how a large, multi-practice firm runs while working closely with our Director of Legal Operations on process improvement and data integrity initiatives. You’ll own the intake lifecycle from beginning to end, from initial request through conflict checks, matter setup, and ongoing matter management. This is a role for someone who takes pride in accuracy and organization, enjoys problem-solving, and wants to be part of a team that’s actively building better workflows rather than just maintaining the status quo.

Your Responsibilities

• Process new client and matter intake requests, ensuring information is complete, accurate, and consistent with firm policies and service-level agreements.
• Run and review conflict of interest checks, escalating potential conflicts to the appropriate stakeholders in a timely manner.
• Coordinate new matter setup across firm systems, verifying and entering client, matter, and case-related information accurately.
• Generate and maintain intake reporting for firm leadership, tracking volume, turnaround times, and outstanding items.
• Support onboarding for new clients and matters, and help train new team members and attorneys on intake procedures and systems.
• Maintain data integrity across intake and matter management systems, coordinating with attorneys and staff so information flows smoothly between intake, matter management, and billing.
• Partner with the Director of Legal Operations to develop new workflows, document existing processes, and identify opportunities for automation and efficiency.

What You Bring

• High school diploma or equivalent required; Associate’s degree preferred.
• Minimum of 2 years of professional work experience in a law firm, legal services, or professional services environment preferred.
• Proficiency with Microsoft Office Suite, including Word, Excel, and Outlook.
• Strong organizational and time-management skills, with the ability to manage multiple priorities and deadlines.
• Excellent written and verbal communication skills, with a professional, detail-oriented approach.
• Comfort adapting to changing priorities and learning new tools, including firm-approved AI and technology, to improve efficiency and service delivery.

Perks of Working at Kelley Kronenberg

• Competitive salary
• Company-paid PPO health insurance, with dental and vision options
• Generous PTO, including a floating holiday and a dedicated mental health day
• 401(k) with employer match
• A diverse, equitable, and inclusive work environment
• Ongoing support and professional development

All inquiries will be kept confidential. Kelley Kronenberg is not currently accepting resumes or referrals from search firms for this position.

Kelley Kronenberg is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.