Client Intake Specialist

Client Intake Specialist

Do you love making a great first impression? Are you the kind of person who picks up the phone with a smile, follows up without being reminded, and keeps a dozen details straight without breaking a sweat? If so, Simpson Law Firm may have the perfect opportunity for you.

Simpson Law Firm is a growing estate law firm serving families throughout North and South Carolina. We are looking for a Client Intake Specialist to join our Client Intake Department in our Fort Mill, SC office.

This role is the first point of contact for people reaching out to our firm, and it sets the tone for their entire experience with us. The ideal candidate is warm, upbeat, highly responsive, and organized, with a natural ability to turn a phone call or email into a scheduled consultation.

This is a great opportunity for someone returning to the workforce after time at home raising a family or caring for loved ones, or for someone with customer service, front-desk, or office experience who is ready for a steady, meaningful role. We value the professionalism, patience, and sound judgment that come from real-world experience, and we offer a consistent, in-office weekday schedule with a supportive team.

The Client Intake Specialist will answer incoming calls and emails, schedule consultations for our estate planning, estate administration, and guardianship services, keep client records accurate in our practice management systems, prepare for client meetings, and help keep our office running smoothly day to day.

We value hard work, attention to detail, teamwork, and a positive, people-centered culture. If you are looking for an opportunity to contribute to a growing firm where your work directly impacts clients and the team around you, we would love to hear from you.

Important: To Apply

Email your resume to [email protected].

In the body of your email, please let us know why you are the perfect fit for this position and Simpson Law Firm. Following these instructions is part of our evaluation process. No phone calls, please.

Job Responsibilities

· Answer and manage incoming calls, creating a warm, welcoming first impression and converting inquiries into scheduled consultations.

· Respond to client calls, emails, and voicemails within 1 hour during business hours.

· Follow up on email leads.

· Provide a Chick-fil-A–level client experience in every interaction, whether by phone, email, or in person.

· Assess the urgency of each caller’s needs and route requests to the appropriate attorney or team member.

· Manage the firm calendar and schedule and reschedule in-person, video, and phone consultations.

· Accurately enter client contact information, notes, and status changes in Lawmatics and Clio, and set up client folders in OneDrive.

· Follow up with prospective clients who have not yet scheduled or who have canceled appointments.

· Prepare consultation folders and client questionnaires ahead of each meeting.

· Greet clients on arrival, escort them to the conference room, and notify the attorney or legal assistant.

· Keep conference rooms tidy, stocked, and ready before and after each consultation and signing.

· Open and close the office daily, including locking and unlocking doors and managing lights.

· Perform office errands and engage in firm marketing events and seminars as required.

· Support marketing efforts, including tracking event registrations and attendance.

· Serve as backup for intake and front-desk teammates when they are out.

Qualifications

· High school diploma required; associate’s degree or some college preferred.

· 2+ years of experience in customer service, reception, client intake, or a similar client-facing role preferred.

· Law firm experience is a plus.

· Excellent verbal and written communication skills with a warm, professional phone presence.

· Strong attention to detail and accuracy with data entry.

· Able to manage multiple priorities in a fast-paced environment.

· Comfortable with technology and able to quickly learn new software and systems.

· Confident navigating the Microsoft 365 environment, including Outlook, Teams, Word, Excel, and OneDrive; experience with Lawmatics or Clio is a plus.

Who You Are

· Friendly, positive, and energized by helping people.

· Highly responsive and committed to quick, thorough follow-up.

· Detail-oriented and organized.

· Poised and professional, with the maturity to speak comfortably with clients about sensitive family matters.

· Professional, dependable, and team-focused.

· Someone who uses good judgment and knows when to ask questions or escalate concerns.

· Someone who takes pride in supporting both clients and teammates.

Location

This is a full-time, in-office position based at our Fort Mill, SC office.

Compensation & Benefits

· Hourly Rate: $18.00–$22.00 per hour, depending on experience.

· Benefits: Paid Time Off, Paid Holidays, Health Insurance, Matching 401(k).

· Perks: Complimentary estate planning documents for employees.

Our Hiring Process

· Email resume and include a brief explanation in the body of your email describing why you are the perfect fit for this position and Simpson Law Firm.

· Initial pre-screen call.

· Interview with HR and Team Director.

· Complete skills test and strengths assessment.

· Provide business references.

· Final interview with the Firm Owner.

· Offer extended to selected candidate.

Are you ready to be part of something meaningful? If you are excited to contribute to a growing firm and thrive in a client-focused role, we want to hear from you.

Pay: $18.00 - $22.00 per hour

Benefits:

• 401(k) matching
• Dental insurance
• Health insurance
• Life insurance
• Paid time off
• Vision insurance

Work Location: In person