Intake Specialist

Law Office of Shaun Setareh Inc; Beverly Hills (CA); On-site; USD 3,651,000 - 4,822,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401(k) plan

Paid vacation

Paid sick leave

Paid parking

Annual discretionary bonus

Career growth

Snacks

Meals on Mon/Wed/Fri

Job summary

The Law Office of Shaun Setareh Inc in Beverly Hills, CA seeks an Intake Specialist to be one of the first contacts for potential clients. You will collect information, assess potential claims, organize documents, and assist with sign-up steps in a fast-paced environment.

This on-site role offers a clear path to growth within the firm, with potential advancement into legal assistant or case management positions. A phone-heavy, empathetic approach and strong organizational skills are essential.

Qualifications

• Experience in intake, sales or customer service roles.
• Able to handle high volume calls and follow-ups.
• Clear and professional communication by phone, email and text.
• Strong questioning, critical thinking and detail orientation.
• Organized, reliable, punctual and systems-driven.
• Willingness to work independently and as part of a team.
• Familiarity with Google Sheets, Outlook, CRMs and case management software.
• Interest in law, litigation, client service, or legal operations.
• Career focus in the legal field rather than just seeking another job.

Responsibilities

• Answer incoming calls from potential clients seeking legal help.
• Respond to email, text, and web inquiries in a timely and professional manner.
• Conduct intake calls and gather important facts about potential employment law claims.
• Screen leads based on firm criteria and prepare information for attorney or management review.
• Assist qualified potential clients with retainer agreements and sign-up steps.
• Follow up with leads who have submitted forms, booked calls, or requested more information.
• Organize new case files, supporting documents, call notes, and intake details.
• Maintain accurate records in the firms CRM and case management systems.
• Communicate clearly with attorneys, legal assistants, and management about potential new cases.

Skills

Intake experience

Sales experience

Customer service

Call center

Lead screening

Google Sheets

Outlook

CRMs

Case management software

Tools

Google Sheets

Outlook

CRMs

Case management software

Job description

Intake Specialist — Top California Employment Law Firm

Location: Beverly Hills, CA

Job Type: Full-Time or Part-Time, On-Site/Hybrid

Schedule: 40hrs, Wednesday – Sunday, 11:30 AM to 8:00 PM

or 30 hrs, Wednesday - Sunday, 2:00 PM to 8:00 PM

Pay: $26.50–$35.00 per hour, based on experience

Additional Compensation: Eligible for performance-based bonuses based on qualified sign-ups, accuracy, follow-up, responsiveness, and overall performance

About Us

We are a leading class-action and complex litigation law firm based in Beverly Hills, California. Our firm focuses on high-impact employment law cases, including wage-and-hour, workplace rights, and other complex matters against some of the largest companies in the country.

We are a fast-moving, client-focused team that takes pride in doing meaningful work. Many of the people who contact our firm are dealing with stressful workplace situations and are looking for someone who will listen, ask the right questions, and help guide them through the first step of the legal process.

This role is an excellent entry point for someone who wants to grow in the legal field. You will get valuable hands-on experience speaking with potential clients, learning how employment cases are evaluated, working with legal documents, and supporting the early stages of case development. For the right person, there is room to grow into other roles within the firm, including legal assistant, pre-litigation assistant, case management, intake leadership, or other legal support positions.

About the Role

As an Intake Specialist, you will be one of the first points of contact for potential clients. Your job is to help determine whether someone may have a potential claim, collect key information, organize documents, and assist qualified leads with the sign-up process.

This is a phone-heavy role that requires confidence, empathy, attention to detail, and the ability to stay organized in a fast-paced environment. You do not need to be an attorney, and you will not be expected to give legal advice. However, you should be comfortable asking thoughtful questions, documenting information clearly, and helping move potential clients through the intake process.

What You’ll Do

• Answer incoming calls from potential clients seeking legal help
• Respond to email, text, and web inquiries in a timely and professional manner
• Conduct intake calls and gather important facts about potential employment law claims
• Screen leads based on firm criteria and prepare information for attorney or management review
• Assist qualified potential clients with retainer agreements and sign-up steps
• Follow up with leads who have submitted forms, booked calls, or requested more information
• Organize new case files, supporting documents, call notes, and intake details
• Maintain accurate records in the firm’s CRM and case management systems
• Communicate clearly with attorneys, legal assistants, and management about potential new casesProvide a professional, compassionate, and helpful experience to every potential client

What We’re Looking For

We are looking for someone who is dependable, sharp, personable, and motivated to grow. The ideal candidate is comfortable on the phone, can handle sensitive conversations with professionalism, and knows how to balance empathy with efficiency.

You may be a strong fit if you:

• Have intake, sales, customer service, call center, or lead screening experience
• Are comfortable handling a high volume of calls and follow-ups
• Communicate clearly and professionally by phone, email, and text
• Can ask good questions, think critically, and spot important details
• Are organized, reliable, punctual, and able to follow systems
• Can work independently while also being part of a team
• Are comfortable using Google Sheets, Outlook, CRMs, and case management software
• Have an interest in law, litigation, client service, or legal operations
• Want to build a career in the legal field, not just find another job

Preferred Qualifications

• Prior experience in a law firm, intake department, call center, sales role, or client-facing office role
• Experience with legal intake, case screening, or retainer follow-up
• Familiarity with employment law, wage-and-hour claims, or plaintiff-side litigation
• Bilingual Spanish strongly preferred
• Additional languages are a plus

Schedule

This is a full-time, on-site position in Beverly Hills.

The schedule is:

Wednesday through Sunday, 11:30 AM to 8:00 PM Or

Wednesday through Sunday 11:00 AM to 7:30 PM

Applicants must be able to reliably commute to Beverly Hills and work the scheduled days and hours. Limited work-from-home flexibility may be considered after 3-month training, based on performance, reliability, and business needs. WFH is not guaranteed.

Compensation & Benefits

• $26.50–$35.00 per hour, based on experience
• Eligible for performance-based bonuses based on qualified sign-ups, accuracy, follow-up, responsiveness, and overall performance
• Medical, dental, and vision insurance, partially employer-sponsored
• 401(k) plan with employer contributions
• Paid vacation
• Paid sick leave in accordance with California law
• Paid parking
• Annual discretionary bonus
• Career growth opportunities within the firm
• Complimentary Snacks
• Complimentary Meals on Mondays, Wednesdays, and Fridays

Why This Role Is a Great Opportunity

This is a strong opportunity for someone who wants to break into the legal field and learn how real cases begin. You will gain practical experience with client communication, legal issue spotting, case organization, CRM systems, retainer agreements, and the early stages of litigation support.

If you are ambitious, coachable, organized, and good with people, this role can become a long-term career path within our firm.