Now Hiring: Intake Specialist
Be the First Impression That Sets the Tone for an Exceptional Client Experience
At O’BRIEN LEGAL, every client interaction matters – especially the first one. We’re a relationship-driven firm focused on trust, communication, and results, and we’re growing. We’re looking for a personable, detail-oriented Intake Specialist to serve as the front line of our client journey and ensure every prospective client feels heard, understood, and confident in taking the next step.
About the Role:
This is a client-facing position focused on managing the intake process from initial inquiry through consultation, scheduling and engagement. You’ll play a critical role in qualifying leads, gathering key information, and creating a smooth, professional onboarding experience.
Responsibilities Include:
- Serving as the first point of contact for all incoming client inquiries (phone, email, web)
• Conducting initial intake calls and gathering relevant client information
• Qualifying prospective clients and routing matters appropriately
• Scheduling consultations and coordinating attorney calendars
• Maintaining accurate and organized client records within firm systems
• Following up with prospective clients to ensure engagement and conversion
• Collaborating with Client Services and Marketing teams to optimize intake processes
• Identifying opportunities to improve responsiveness and client experience
Ideal Candidate:
- Experience in client intake, customer service, or administrative support
• Strong communication skills with a professional and empathetic demeanor
• Highly organized with excellent attention to detail
• Comfortable handling high call volume and multitasking
• Tech-savvy with experience using CRMs or case management systems
• Proactive, solutions-oriented, and team-focused
Why Join O’BRIEN LEGAL?
- Be part of a growing firm with a strong reputation and clear vision
• Play a key role in shaping the client experience from day one
• Supportive, team-oriented culture with strong systems in place
• Competitive compensation with opportunities for advancement
• Meaningful work helping individuals and families plan for the future
Let’s Build Something Together
If you’re ready to be the voice and first impression of a respected law firm – and thrive in a role where organization and people skills matter – we want to hear from you.
Call us: 855-627-4364
Email your interest: nicole@4obrien.com
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We’re Hiring: Client Services Coordinator
Become the Heart of Our Client Experience at O’BRIEN LEGAL
At O’BRIEN LEGAL, we don’t just deliver legal services—we build long-term relationships grounded in trust, communication, and results. As we continue to grow, we’re looking for a dynamic, people-first Client Services Coordinators to serve as the primary point of contact for our clients and ensure every experience with our firm is nothing short of exceptional.
About the Role:
This is a client-facing role that blends relationship management, operational oversight, and a concierge-level commitment to service. The ideal candidate will be detail-oriented, highly organized, and comfortable engaging with high-value clients across core practice areas Estate Planning, Probate, Elder Law and Wills & Trusts.
Responsibilities Include:
- Serving as the primary liaison between clients and attorneys
- Managing the client intake process from initial call to engagement
- Coordinating client communications, scheduling, and follow-ups
- Ensuring a seamless, white-glove experience throughout the client journey
- Supporting firm marketing and referral-building initiatives
- Working closely with firm leadership to identify opportunities for improving service delivery and client satisfaction
Ideal Candidate:
- Strong background in client services, legal administration, or business operations
- Experience in a professional services environment (law firm experience a plus)
- Polished, professional communication skills—both written and verbal
- Empathetic, proactive, and solutions-oriented
Tech-savvy and organized, with a knack for systems and workflows - Able to thrive in a fast-paced, growing law firm environment
Why Join O’BRIEN LEGAL?
- Be part of a firm with a strong reputation and a clear growth vision
- Play a key role in delivering real value to individuals and businesses
- Work in a supportive, team-focused environment
Competitive salary and room for growth
Let’s Build Something Together
If you’re ready to lead with service, support a respected legal team, and grow your career, we want to hear from you.
- Call us at 855-627-4364
- Or email your interest to nicole@4obrien.com
