Full job description

The Ison Law Firm is seeking a professional and organized Receptionist / Intake Coordinator to serve as the first point of contact for prospective clients and existing clients. This role is responsible for answering phones, conducting initial intake, scheduling consultations, preparing consultation files, sending mail, and assisting with administrative tasks to support the legal team.

The ideal candidate is professional, detail-oriented, and comfortable communicating with clients in a fast-paced legal environment.

Prior experience answering phones and/or handling case intake at a law firm is highly preferred.

Key Responsibilities

Client Communications

• Answer incoming phone calls and route calls to the appropriate staff member
• Conduct initial client intake for prospective clients
• Gather basic information about the client’s legal matter
• Enter intake information into the firm’s case management system
• Provide professional and courteous communication with clients and prospective clients

Consultation Scheduling

• Schedule consultations for attorneys
• Send consultation confirmations and reminders
• Provide prospective clients with instructions regarding their consultation
• Maintain the consultation calendar and coordinate scheduling availability

Consultation Preparation

• Prepare consultation files for attorneys prior to meetings
• Organize intake notes and relevant documents
• Ensure attorneys have necessary information prior to consultations

Mail and Administrative Tasks

• Process incoming and outgoing mail
• Scan and upload documents into the case management system
• Maintain organized electronic files
• Assist with general office administrative tasks as needed

Required Qualifications

• Prior experience answering phones at a law firm is highly preferred
• Experience in reception, administrative support, or client intake
• Excellent communication and customer service skills
• Strong organizational skills and attention to detail
• Ability to handle multiple tasks efficiently
• Professional demeanor when interacting with clients
• Must be able to follow direction
• Must be able to accept constructive criticism
• Must be able to maintain confidential information