Legal Intake Specialist

Orion Placement; Charlotte (NC); On-site; USD 36,000 - 42,000; Full time

Job summary

A respected law firm is seeking a full-time Client Service Representative in Charlotte, North Carolina. In this key role, you will be the first point of contact for prospective clients, helping assess case viability and ensuring a positive experience. Strong communication and organizational skills are essential, along with prior experience in a client-facing role. Join a close-knit team where your contribution directly impacts client satisfaction and firm growth.

Qualifications

• Prior experience in a client-facing or law firm support role.
• Strong communication and listening skills.
• Professional, reliable, and team-oriented.
• Strong organization and attention to detail.
• Comfortable handling multiple inquiries and entering information accurately.

Responsibilities

• Serve as the first point of contact for clients.
• Gather key information to evaluate inquiries.
• Maintain accurate client information.
• Help assess case viability and route qualified opportunities appropriately
• Enter and maintain accurate client and lead information in the case management system
• Answer questions, provide updates, and help create a smooth, positive client experience
• Communicate and collaborate effectively with attorneys and staff
• Support intake workflows, paperwork, follow-up, and other duties as assigned
• Stay highly organized while managing multiple inquiries and priorities

Skills

Client-facing communication

Organization

Interpersonal skills

Attention to detail

Team collaboration

Familiarity with legal terminology

CRM / case management familiarity

Tools

Case management system

CRM

Job description

• Join a respected plaintiff-side law firm where your work directly impacts the growth of the practice and the experience of prospective clients.
• Be the first voice people hear when they need help, and play a key role in turning qualified inquiries into strong new cases.
• Work closely with an established legal team in a position that blends client service, organization, and case screening.
• Step into a role with real visibility and importance inside a smaller firm environment where your contribution matters.
• Great opportunity for someone who enjoys helping people, staying organized, and being at the center of a fast-moving legal team.

Location

This is a full-time, on-site position in Charlotte, North Carolina.

Note

Must have strong client-facing communication skills, excellent organization and attention to detail, and the ability to handle intake, lead screening, and data entry in a professional office environment. Prior law firm experience is highly desirable.

About Us

We are a client-focused law firm committed to delivering high-quality representation and exceptional service from the very first interaction. Our team values professionalism, empathy, responsiveness, and strong internal collaboration. Confidential Employer.

Job Description

• Serve as the first point of contact for prospective clients by phone, email, and online inquiries
• Speak with potential clients in a friendly, professional, and empathetic manner
• Gather key information and evaluate whether inquiries align with the firm’s practice areas
• Help assess case viability and route qualified opportunities appropriately
• Enter and maintain accurate client and lead information in the case management system
• Answer questions, provide updates, and help create a smooth, positive client experience
• Communicate and collaborate effectively with attorneys and staff
• Support intake workflows, paperwork, follow-up, and other duties as assigned
• Stay highly organized while managing multiple inquiries and priorities

Qualifications

• Prior experience in a client-facing, intake, customer service, receptionist, call center, or law firm support role
• Law firm experience highly desirable
• Strong communication, listening, and interpersonal skills
• Strong organization and attention to detail
• Comfortable handling multiple inquiries and entering information accurately
• Professional, reliable, and team-oriented
• Familiarity with legal terminology is a plus
• Experience with case management systems or CRMs is a plus

Why You Will Love Working Here

You will be part of a close-knit legal team where your work has a direct impact on client experience and firm growth. This is a great opportunity for someone who enjoys meaningful conversations, fast-paced work, and being part of a firm that values responsiveness, professionalism, and care.