Intake Specialist

CGA Law Firm
CGA Law Firm

Administration

York, PA, USA

Posted on Aug 28, 2026
Full Job Description: We are seeking an organized and client-focused Intake Specialist to serve as the first point of contact for individuals and businesses seeking legal assistance. You will manage new client inquiries, gather essential information, screen potential matters, coordinate scheduling consultations, and ensure a seamless onboarding process. Ideal candidates have excellent communication skills, professionalism, and the ability to build rapport with prospective clients.What You’ll Do:- Answer incoming calls, emails, and website inquiries from prospective clients.- Gather detailed information regarding potential legal matters and evaluate inquiries using firm intake criteria; route matters appropriately.- Enter and maintain accurate information within case management and CRM systems.- Coordinate conflict checks and schedule consultations; maintain detailed records of inquiries, consultations, and referral sources.- Ensure timely communication; collaborate with attorneys and staff to facilitate client onboarding.- Assist with marketing and referral tracking; maintain confidentiality; perform other administrative duties as assigned.What We’re Looking For:- High school diploma or equivalent.- Minimum two years of customer service, intake, administrative, or legal office experience.- Excellent verbal/written communication; strong interpersonal skills with a compassionate, professional demeanor.- Exceptional organization and time management; ability to multitask in a fast-paced environment.- Proficiency in Microsoft Office (Word, Outlook, Excel); strong attention to detail and judgment; ability to maintain confidentiality.Nice-to-Haves: Experience with Filevine; experience in a law firm/professional services; familiarity with legal terminology; bachelor’s, associate’s, or paralegal/legal assistant certificate.What We Offer: Competitive pay; health, dental, and vision insurance; HSA; life insurance; paid time off + holidays; 401(k) with matching; employee assistance program; free parking; supportive team environment.Job Type: Full-timeWork Location: In person York, Pennsylvania