The Intake Specialist will serve as the compassionate voice of our growing elder law firm, fielding inbound calls from prospective clients in their time of need, screening and surveying for potential cases, and helping manage our busy calendar. This role will require excellent customer service skills coupled with an ability to maintain firm procedures and boundaries. Strong people skills and a passion for interacting with others every day are a must for this job. Responsibilities: • Collect paperwork and enter data into our case management system to ensure a smooth onboarding for new clients and tidy management of case files • Survey potential clients to determine the right fit with our practice, while listening to all phone calls in an empathetic manner • Answer all incoming calls and greet clients in person • Manage the calendar • Collect payment from clients Qualifications: • Previous customer service or sales experience preferred • Possesses outstanding communication skills and sense of empathy • CRM and case management software experience a plus • High school diploma or equivalent required; Bachelor’s degree preferred • Solid data entry, spreadsheet management, and computer skills Compensation: $18 - $24 hourly

• Answer all incoming calls and greet clients in person • Manage the calendar • Collect payment from clients