The Intake Specialist serves as the initial point of contact for prospective clients and is responsible for delivering a professional, “red-carpet” client experience. This role screens incoming inquiries, gathers relevant case information, and evaluates whether potential matters align with the firm’s practice areas and intake criteria.

The Intake Specialist ensures that all intake procedures are completed accurately, efficiently, and in accordance with firm policies from initial contact through file opening. This position requires prolonged periods of sitting/standing at a desk, talking on the phone, and working on a computer.

• Interview prospective clients to become familiar with their matter
• Evaluate needs to determine whether they align with the Firm's areas of practice
• Organize, track, and guide all pending intakes
• Communicate with Attorneys regarding availability and schedules
• Schedule initial consultation appointments
• Create Legal Services Agreements for each new client matter
• Request, process, and confirm receipt of retainer fees
• Conduct conflict checks
• Create new client files/folders in the legal software program
• Generate weekly new file reports
• Back up the receptionist as needed
• Assist paralegals with administrative support tasks as assigned

• Excellent verbal and written communication skills; ability to create a genuine connection with each person you speak with
• Superior client service skills and positive attitude
• Excellent time management skills with proven ability to meet deadlines and manage priorities.
• Impeccable organizational skills and attention to detail
• Enjoy working in a fast-paced, results-driven environment
• Proficient with Microsoft Office Suite and Outlook. NetDocs and Amicus Attorney preferred
• Associate’s Degree or equivalent years of related experience

Why Join Us?

Since 1964, our team has provided trusted representation across several practice areas in Colorado and Utah. With offices in Grand Junction and Montrose, we are committed to serving clients with deep expertise, personalized attention, and a dedication to achieving the best possible outcomes.

Just as important as the work we do is the team we build. We value collaboration, mutual respect, professional autonomy, and meaningful opportunities to grow. Whether you are an experienced professional or beginning the next chapter of your career, we offer an environment where your skills, ideas, and contributions can make a difference. We invite you to explore opportunities with our firm and consider joining our team.

Learn more about Dufford Waldeck at www.dwmk.com