Law Firm Intake Specialist

Lulich & Attorneys; Sebastian (FL); On-site; USD 28,000 - 32,000; Full time

Job summary

Lulich & Attorneys is seeking a full-time legal intake specialist in Sebastian, FL. You will be the first point of contact for prospective clients, guiding conversations to assess fit and confidently explain our services.

Responsibilities include intake surveys, scheduling consultations, and meticulous data entry in our CRM and case management system. The role emphasizes empathy, professional communication, and collaboration with the marketing team to grow the client base.

Qualifications

• Close attention to detail.
• Task-oriented approach to work.
• Sales or customer service experience valued.
• Excellent written and verbal communication required.
• Familiarity with case management and CRM systems is a bonus.
• Proficiency with Microsoft Office, especially Excel.
• Legal experience is a plus.
• Strong data entry skills.

Responsibilities

• What you'll do: Be the first contact for prospective clients with warmth and professionalism.
• Guide conversations to assess if a case is a strong fit for the firm.
• Communicate the value of our legal services and guide next steps.
• Conduct intake surveys to gather key information and assess suitability.
• Schedule consultations and coordinate attorney calendars.
• Document client interactions in the case management system and maintain records.
• Handle day-to-day office tasks and data entry.
• Support marketing outreach to grow the client base.
• Screen calls to ensure cases fall within the firm's scope and make callers feel understood.
• Assist with scheduling and caseload growth coordination.

Skills

Attention to detail

Task oriented

Sales or customer service

Communication skills

CRM systems

Microsoft Excel

Legal experience

Data entry

Tools

Case management software

CRM software

Microsoft Office

Job description

Our rapidly growing law practice is seeking a full-time legal intake specialist to join our team! If you love connecting with people, communicating with confidence, and making a real difference every single day — we want to hear from you.

Compensation: $20 - $23 hourly

Qualifications

• Close attention to detail.
• Task-oriented.
• Sales or customer service experience highly valued
• Strong ability to communicate eloquently and empathetically a must
• Familiarity with case management and CRM systems a bonus
• Full familiarity with the Microsoft Office suite, with advanced Excel proficiency
• Previous legal experience a plus
• Strong computer and data entry skills

Responsibilities

• What you'll do:
• Be the first point of contact for prospective clients — answering calls with warmth, professionalism, and purpose.
• Guide conversations with potential clients to understand their situation and evaluate whether their case is a strong fit for our firm.
• Confidently communicate the value of our legal services and help prospective clients feel confident about taking the next step.
• Conduct intake surveys to gather key information and assess case suitability with empathy and attention to detail.
• Schedule consultations and coordinate attorney calendars, keeping everything organized and running smoothly.
• Accurately document all client interactions in our case management software and maintain organized records.
• Manage day-to-day office tasks, including email correspondence, document management, and data entry.
• Collaborate with the marketing team to support outreach efforts and help grow the client base.
• Screen incoming potential client phone calls to make sure the case falls within the scope of the firm, while helping the caller feel heard and understood
• Manage attorney schedules, including prospective client consultations, to foster caseload growth