The Intake Specialist plays a critical role in the client journey as the first point of contact for prospective clients. This position is responsible for creating a strong first impression, guiding individuals through their initial inquiry, and helping them take the next step toward engaging the firm.

This role requires a balance of empathy, organization, and communication, along with the ability to confidently manage conversations and move prospective clients toward scheduled consultations.

• Serve as the first point of contact for prospective clients via phone, email, and online inquiries
• Conduct intake calls to understand client needs, gather key information, and determine appropriate next steps
• Schedule consultations and ensure prospective clients are prepared and informed prior to their appointment
• Maintain accurate and detailed records in the firm’s CRM system
• Follow up with prospective clients in a timely and professional manner
• Manage multiple inquiries simultaneously in a fast-paced environment
• Collaborate with attorneys and internal teams to ensure a seamless onboarding experience
• Handle sensitive or emotional situations with professionalism, empathy, and discretion
• Contribute to a positive client experience that reflects the firm’s values of integrity, teamwork, compassion, and passion

• Associate or Bachelor’s degree preferred
• 1–3 years of experience in customer service, intake, administrative support, or call-center roles
• Strong verbal communication and active listening skills

The Siegel Law Group is a well-established estate planning and probate law firm based in Boca Raton, Florida, serving clients throughout the state. Our practice focuses on probate and trust administration, wills and trusts, asset protection planning, Medicaid planning, long-term care planning, and elder law.