Intake Specialist

Are you passionate about connecting with people and helping them navigate challenging situations? As a Legal Intake Specialist at Robinson & Casey, PLLC, you’ll be the first point of contact for new clients, providing a reassuring presence and guiding them through the initial stages of their legal journey. You'll gather essential information with precision and ensure every individual feels valued and understood. This role is ideal for someone who excels in communication, thrives on building relationships, and is eager to make a meaningful impact.

Join a firm that values purpose-driven work and offers a structured environment where your growth is prioritized. We believe in empowering our team with clear expectations and the chance to contribute to a well-run and meaningful mission. If you’re ready to be a part of a dynamic team and make a real difference, submit your resume and complete the disc assessment. We look forward to welcoming you to Robinson & Casey, PLLC!

$50,000 - $58,000 yearly

What You’ll Do

• Be the first point of contact: Answer calls, emails, and online inquiries with warmth and professionalism.
• Conduct meaningful conversations: Gather key information to understand each potential client’s situation and determine if we can help.
• Keep us organized: Enter client information into our case management system accurately and efficiently.
• Collaborate with the legal and sales team: Schedule consultations, share intake summaries, and make sure our team members have everything they need before meeting a client.
• Follow up with compassion: Check in with potential clients and ensure no one slips through the cracks.
• Maintain confidentiality: Handle every case and client with the highest level of discretion and professionalism.
• Provide office oversight: Place supply orders, organize inbound and outbound mail, ensure office tidiness, etc.

What You’ll Bring

• A genuine desire to help people during difficult times.
• Stellar communication skills — you listen as well as you speak.
• Excellent attention to detail and comfort with digital tools (Microsoft Office, Clio, Hubspot, or similar).
• The ability to multitask gracefully in a fast-paced environment.

Nice to Have

• Previous experience in a law firm, call center, or client service role is a plus, but not required if you’re eager to learn.
• A minimum of 3-5 years of professional experience.

  What We Offer 

• Competitive compensation
• A structured, growth-focused environment with clear expectations   
• Purpose-driven work   
• The opportunity to contribute to something meaningful and well-run