Intake Specialist

Sherry Hurst Legal Recruiting; Clayton (MO); On-site; USD 32,000 - 42,000; Full time

Job summary

Sherry Hurst Legal Recruiting is seeking an Intake Specialist in Clayton, Missouri, to serve as the first point of contact for prospective clients. You will gather client information, manage conflicts, schedule consultations with attorneys, and communicate fees and procedures.

The role emphasizes organization, accuracy, and a welcoming, empathetic client experience. The ideal candidate combines excellent interpersonal skills with strong organizational abilities and a commitment to accuracy,

Qualifications

• High school diploma or equivalent required.
• Previous administrative, customer service, or professional office experience preferred.
• Prior law firm experience is a plus but not required.
• General computer proficiency, including familiarity with Microsoft Office applications.
• Ability and willingness to learn firm-specific software and procedures.

Responsibilities

• Serve as initial contact for prospective clients through telephone calls, email, and online inquiries.
• Gather and document prospective client information accurately and efficiently.
• Initiate the Firm's established conflict-of-interest review process and coordinate required clearances before scheduling consultations.
• Coordinate and schedule prospective client consultations with attorneys and legal support staff.
• Communicate consultation details, fees, and payment procedures to prospective clients.
• Prepare appointment confirmations and reminders and assist with scheduling changes.
• Ensure attorneys receive necessary intake information before consultations.
• Maintain organized records and follow up on pending inquiries to ensure timely communication.
• Work collaboratively with attorneys, administrative personnel, and management to support an efficient intake process.
• Assist with additional administrative projects when workload permits.
• Identify opportunities to improve intake procedures and the prospective client experience.
• Track and maintain accurate intake metrics, including inquiry volume, consultation-to-retention conversion rates, prospective client follow-up, and reasons for non-conversion.
• Prepare intake performance reports, identify trends, and communicate opportunities for improving follow-up procedures and client conversion to the Operations Manager.

Skills

Interpersonal skills

Organizational skills

Communication

Attention to detail

Customer service

Independent work

Problem solving

Education

High school diploma or equivalent

Tools

Microsoft Office

Job description

Clayton law firm is looking to hire an Intake Specialist.

We are seeking a personable, organized, and detail-oriented Intake Specialist to join our law firm. As an Intake Specialist, you will often be the first person with whom a prospective client speaks when contacting our office. Your ability to provide a welcoming, professional, and compassionate experience will play an important role in shaping their first impression of our Firm. This position is ideal for someone who enjoys working with people, thrives in an organized and fast-paced environment, and takes pride in managing responsibilities accurately and independently.

What You'll Do

• Serve as an initial point of contact for prospective clients through telephone calls, email, and online inquiries.
• Gather and document prospective client information accurately and efficiently.
• Initiate the Firm's established conflict-of-interest review process and coordinate required clearances before scheduling consultations.
• Coordinate and schedule prospective client consultations with attorneys and legal support staff.
• Communicate consultation details, fees, and payment procedures to prospective clients.
• Prepare appointment confirmations and reminders and assist with scheduling changes.
• Ensure attorneys receive necessary intake information before consultations.
• Maintain organized records and follow up on pending inquiries to ensure timely communication.
• Work collaboratively with attorneys, administrative personnel, and management to support an efficient intake process.
• Assist with additional administrative projects when workload permits.
• Identify opportunities to improve intake procedures and the prospective client experience.
• Track and maintain accurate intake metrics, including inquiry volume, consultation-to-retention conversion rates, prospective client follow-up, and reasons for non-conversion.
• Prepare intake performance reports, identify trends, and communicate opportunities for improving follow-up procedures and client conversion to the Operations Manager.

What We're Looking For

We are looking for someone who combines excellent interpersonal skills with strong organizational abilities and a commitment to accuracy.

The ideal candidate will demonstrate:

• A warm, professional, and welcoming communication style.
• Empathy and patience when interacting with individuals facing sensitive or stressful situations.
• Exceptional attention to detail and strong organizational skills.
• The ability to manage multiple responsibilities and competing priorities.
• Initiative, accountability, and consistent follow-through.
• The ability to work independently while following established procedures.
• Sound judgment when handling confidential information and recognizing matters requiring additional guidance.
• A collaborative, adaptable, and professional approach to working with colleagues.

Qualifications

• High school diploma or equivalent required.
• Previous administrative, customer service, or professional office experience preferred.
• Prior law firm experience is a plus but not required.
• General computer proficiency, including familiarity with Microsoft Office applications.
• Ability and willingness to learn firm-specific software and procedures.

We value reliability, professionalism, and a willingness to learn. Candidates with strong customer service and organizational skills are encouraged to apply, even without previous legal industry experience.

• Employment Type: Full-Time, Non-Exempt
• Location: Clayton, Missouri
• Schedule: Monday–Friday, regular business hours
• Reports to: Operations Manager

Dependable attendance and availability during scheduled working hours are important to the success of this position.

What We Offer

The firm recognizes that their employees are essential to the Firm's success. They are committed to fostering a professional, collaborative, and supportive workplace where employees are valued for their contributions and dedication.