Intake Specialist

Adams & Martin Group; St. Louis (MO); On-site; USD 42,000 - 54,000; Full time

Benefits offered by this job

Medical, dental, and vision insurance

401(k) retirement plan with employer贡献

Paid time off and paid holidays

Employer‑paid life insurance

Short‑term and long‑term disability

Parking or transportation benefits

Job summary

Adams & Martin Group in Clayton, Missouri, is seeking an Intake Specialist who is welcoming, organized, and detail‑oriented to be the first point of contact for prospective clients. This on‑site role thrives in a fast‑paced legal setting and emphasizes exceptional customer service.

You will gather client information, initiate conflict checks, schedule consultations, communicate fees and payment procedures, and maintain orderly intake records.

Qualifications

• High school diploma or equivalent required.
• Prior administrative, customer service, call center, or professional office experience preferred.
• Previous law firm experience is a plus but not required.
• Proficiency with Microsoft Office applications.
• Ability to learn and navigate firm-specific software and systems.
• Strong written and verbal communication skills.

Responsibilities

• Serve as the primary point of contact for prospective clients via phone, email, and online inquiries.
• Gather and document prospective client information accurately and efficiently.
• Initiate conflict checks and coordinate the intake process before scheduling consultations.
• Schedule consultations with attorneys and legal staff.
• Communicate consultation details, fees, and payment procedures to prospective clients.
• Prepare appointment confirmations, reminders, and coordinate scheduling changes as needed.
• Ensure attorneys receive all relevant intake information before consultations.
• Maintain organized intake records and follow up on pending inquiries.
• Collaborate with attorneys, management, and support staff to ensure an efficient intake process.
• Assist with administrative projects and special assignments as needed.
• Identify opportunities to improve intake procedures and the overall client experience.
• Track intake metrics, including inquiry volume, consultation‑to‑retention rates, follow‑up activity, and reasons prospective clients do not retain the firm.
• Prepare intake reports, identify trends, and provide recommendations to improve client conversion and follow‑up processes.

Skills

Customer service

Communication

Organization

Multitasking

Confidentiality

Education

High school diploma or equivalent

Tools

Microsoft Office

Firm-specific software

Job description

Intake Specialist Full‑Time | On‑Site | Clayton, Missouri

Join Our Team

We are seeking a personable, organized, and detail‑oriented Intake Specialist to join our growing legal team. As the first point of contact for many prospective clients, you will play a critical role in creating a positive and professional first impression. This position is ideal for someone who enjoys helping people, thrives in a fast‑paced environment, and takes pride in providing exceptional customer service while managing administrative responsibilities with accuracy and professionalism.

What You’ll Do

• Serve as the primary point of contact for prospective clients via phone, email, and online inquiries.
• Gather and document prospective client information accurately and efficiently.
• Initiate conflict checks and coordinate the intake process before scheduling consultations.
• Schedule consultations with attorneys and legal staff.
• Communicate consultation details, fees, and payment procedures to prospective clients.
• Prepare appointment confirmations, reminders, and coordinate scheduling changes as needed.
• Ensure attorneys receive all relevant intake information before consultations.
• Maintain organized intake records and follow up on pending inquiries.
• Collaborate with attorneys, management, and support staff to ensure an efficient intake process.
• Assist with administrative projects and special assignments as needed.
• Identify opportunities to improve intake procedures and the overall client experience.
• Track intake metrics, including inquiry volume, consultation‑to‑retention rates, follow‑up activity, and reasons prospective clients do not retain the firm.
• Prepare intake reports, identify trends, and provide recommendations to improve client conversion and follow‑up processes.

What We’re Looking For

• A welcoming, professional, and compassionate communication style.
• Excellent customer service skills and a genuine desire to help others.
• The ability to remain calm and empathetic when working with individuals experiencing stressful or sensitive situations.
• Strong organizational skills and attention to detail.
• The ability to manage multiple priorities and deadlines effectively.
• A high level of accountability, reliability, and follow‑through.
• The ability to work independently while following established procedures.
• Good judgment when handling confidential information.
• A collaborative and team‑oriented mindset.

Qualifications

• High school diploma or equivalent required.
• Prior administrative, customer service, call center, or professional office experience preferred.
• Previous law firm experience is a plus but not required.
• Proficiency with Microsoft Office applications.
• Ability to learn and navigate firm‑specific software and systems.
• Strong written and verbal communication skills.
• Candidates with excellent customer service and administrative experience are encouraged to apply, even if they do not have prior legal industry experience.

Position Details

Employment Type: Full‑Time, Non‑Exempt

Location: Clayton, Missouri

Schedule: Monday‑Friday, regular business hours

Reports To: Operations Manager

Reliable attendance and availability during scheduled business hours are essential to success in this role.

Benefits

• Medical, dental, and vision insurance
• 401(k) retirement plan with employer contributions
• Paid time off and paid holidays
• Employer‑paid life insurance
• Short‑term and long‑term disability insurance
• Parking or transportation benefits

Benefits are subject to eligibility requirements and plan terms.

Why This Role Matters

For many individuals, contacting a law firm is the first step toward resolving an important legal matter. The Intake Specialist plays a key role in ensuring prospective clients feel heard, supported, and informed from their very first interaction. This position helps create a seamless intake experience, supports attorneys and staff, and contributes directly to the firm’s growth and client service excellence.

The Firm is an equal opportunity employer and considers all qualified applicants in accordance with applicable law. All qualified applicants will receive consideration for employment without regard to race, color, national origin, age, ancestry, religion, sex, sexual orientation, gender identity , gender expression, marital status, disability, medical condition, genetic information, pregnancy, or military or veteran status. We consider all qualified applicants, including those with criminal histories, in a manner consistent with state and local laws, including the California Fair Chance Act, City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, Los Angeles County Fair Chance Ordinance, and San Francisco Fair Chance Ordinance.