The Receptionist & Client Intake Specialist is the first point of contact for Hailey Petty Law Firm — both in person and on the phone. This role owns the front desk and all standard reception functions, while also serving as the firm's first filter for potential new clients: gathering information, qualifying leads, and setting up qualified prospects for a smooth handoff to the sales team. This is a true hybrid role, blending traditional front-desk hospitality with the judgment and people skills of an intake/sales-support function.

Reception

• Greet all visitors warmly and professionally as the first face of the firm
• Answer, screen, and route incoming calls
• Manage the front desk: visitor sign-in, mail/deliveries, conference room scheduling, and general office upkeep
• Maintain a clean, organized, and welcoming lobby and reception area
• Support attorneys and staff with general administrative tasks as needed

Client Intake

• Field inquiries from potential new clients (PNCs) by phone, walk-in, or web lead
• Ask qualifying questions to determine fit for the firm's practice areas and case criteria
• Build the initial client file: contact information, case summary, and relevant intake details
• Schedule qualified leads with the sales/intake team and ensure a clean handoff (no dropped information, no duplicate questions for the prospective client)
• Track and follow up on leads that aren't immediately ready to move forward
• Maintain accurate records in the firm's CRM/intake system

• Prior experience in reception, customer service, sales, or intake (legal or medical intake a plus)
• Comfortable asking direct questions and making judgment calls on lead quality
• Excellent phone etiquette and in-person presence
• Strong written and verbal communication skills
• Detail-oriented with the ability to manage multiple conversations/tasks at once
• Familiarity with CRM or case management software (or ability to learn quickly)
• Professional demeanor — this person represents the firm's first impression

Hailey-Petty Law Firm, PLLC makes estate planning your Legacy, not a burden for your loved ones.

Our commitment is to support clients at every stage, guided by a few core principles:

• Education. We focus on helping clients fully understand their legal situations and options to ensure they feel informed and confident in making the best decisions.
• Building Trust. We aim to build that trust by maintaining open, transparent communication and providing honest guidance.
• Collaboration. We foster a collaborative environment where clients' thoughts, concerns, and questions are always welcomed, ensuring that our legal strategy reflects their unique perspective.