Legal Intake Specialist
🏛️ About our client
Our client is a boutique law firm based in Tarzana, California, specializing in estate planning, trust administration, elder law, and probate.
The firm helps individuals and families navigate important and often emotionally challenging legal matters. Its approach is built around empathy, trust, and personalized client care. The team combines high professional standards with a relaxed, collaborative, and supportive working environment.
🎯 About the role
Our client is looking for a Legal Intake Specialist to become the first point of contact for prospective clients, ensuring every person feels heard, supported, and confident from their very first interaction with the firm.
You will start with administrative and team support while you learn the firm's practice areas and systems, and over your first several months you will grow into full client intake.
This role is ideal for someone with strong communication skills, emotional intelligence, and a genuine passion for helping people. You don't need a legal background — the firm provides comprehensive training on its practice areas, systems, and workflows.
Key Responsibilities:
🤝 Client Interaction & Intake
- Serve as the first point of contact for prospective clients via phone, email, and text.
- Conduct initial conversations, ask thoughtful follow-up questions, and understand clients' legal needs.
- Explain the firm's services, processes, and next steps in a clear and reassuring wa...
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