Legal Receptionist / New Client Intake Coordinator

Carroll Law Office; Santa Rosa (CA); On-site; USD 42,000 - 52,000; Full time

Job summary

WizeHire, Inc, a busy family law firm, seeks a professional, personable, and highly organized Legal Receptionist / New Client Intake Coordinator to join our team. This front-office role centers on answering incoming calls and guiding potential clients through the initial intake process.

You will follow written procedures to promptly contact, screen, document, and prep clients for a consultation with the New Client Manager.

Responsibilities

• Answer incoming calls
• Manage initial intake process for potential new clients
• Prepare clients for consultation with the New Client Manager
• Maintain warmth and compassion while remaining professional

Job description

We are a busy, established family law firm seeking a professional, personable, and highly organized Legal Receptionist / New Client Intake Coordinator to join our team.

This is an important front-office position with primary responsibility for answering incoming calls and managing the initial intake process for potential new clients. You will take ownership of our established intake process, using written procedures and templates to ensure each potential client is promptly contacted, properly screened, accurately documented, and prepared for a consultation with our New Client Manager.

Family law clients are often contacting us during a difficult or stressful time. We are looking for someone who can be warm and compassionate while remaining professional, confident, organized, and focused on moving each caller through the appropriate next steps.