Legal Intake Specialist
Company: The Grey Legal Group, APC
Location: Murrieta
Posted on: February 18, 2026
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Job Description:
Job Description Job Description Legal Intake Specialist LOOKING
FOR IMMEDIATE HIRE Overview: We are a fast-growing family law firm
located in Murrieta, California. We fight for professionals and
business owners to survive divorce with their money in their
pockets and their kids at their sides. We do this by focusing on
the client’s goals. We are seeking the right Intake Specialist to
be responsible for tending to leads and managing the CRM. The
Intake Specialist will ensure leads in the office are given proper
attention to grow conversion rates within the firm. The Intake
Specialist handles all incoming calls into our office from
potential new clients and obtains information on the potential new
client's legal issues. Compensation: $18 - $19 hourly
Responsibilities: Intake Specialist Duties Accurately collect
information from Potential New Clients Manage the existing CRM
(Client Relation Management) software Create and submit weekly
reports to the Sales Manager Ensure the accuracy of Potential New
Client data in the CRM Keep CRM updated and optimize usage
Establish and maintain pre-consultation conversations with
Potential New Clients Make call confirmations and follow up on
appointments Stay in contact with clients who do not show up to
scheduled consultations Respond to intake emails promptly and
efficiently Other Duties Serve as backup to the receptionist for
routing non-intake phone calls, as well as back up to receptionist
tasks when they are out of the office. Qualifications: The Intake
Specialist must be friendly, patient, compassionate, and have good
time management skills The Intake Specialist must be self-motivated
and self-directed to achieve his or her professional goals as well
as the firm’s goals The Intake Specialist must be knowledgeable and
proficient with the Windows Operating System and Microsoft Office,
including Microsoft Word, Outlook, and Excel. Experience with
Client Relations Management Software, such as Lawmatics, is a plus,
but not required. This position relies heavily on the use of
technology. If you do not like technology and computers, this is
not the job for you Must be comfortable with speaking to potential
clients both on the phone and in person, and do so properly and
professionally Maintain a professional appearance Experience with
processing incoming clients or customers is a plus About Company We
represent professionals and business owners to survive divorce with
their money in their pockets and their children by their side. We
empower clients that divorce is not the end, it's the beginning of
an opportunity to rewrite their story, starting with the next
chapter of their lives. We take clients and their cases very
seriously. We take pride in our work and the outcomes of clients’
cases. We want to be profitable as well. We also care about our
team and are dedicated to maintaining a positive and upbeat work
environment. We want to have a good life and pursue our hopes and
dreams, and we want to help you pursue yours. If this sounds like a
law firm where you want to do work that inspires you, we very much
look forward to talking with you soon.
Keywords: The Grey Legal Group, APC, Poway , Legal Intake Specialist, Administration, Clerical , Murrieta, California
