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Intake Coordinator

TBG | The Bachrach Group - Fort Lauderdale, FL

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Job Description

Summary:A growing law firm is in need of a Legal Intake Coordinator to support client onboarding and intake operations. This role is ideal for those early in their law career who are looking to gain additional experience in a client-facing role. Applicants must have at least 1-3 years of experience in legal intake, client communication, and light administrative/onboarding support.Job Duties:Manage incoming client inquiries and assist with new client intake processesSend and track retainer agreements and onboarding documentsConduct high-volume follow-up via phone, email, and text to support client conversionMaintain accurate records in CRM systems and case management softwareSchedule consultations and coordinate with attorneysUpdate intake pipelines, spreadsheets, and internal tracking reportsProvide general administrative and client support to the legal teamRequirements & Qualifications:Minimum of 1-3 years of experience in a law firm or legal support roleStrong communication and customer service skillsComfortable handling frequent follow-ups and multitasking in a fast-paced environmentDetail-oriented with solid organizational and data entry skillsProficiency with Microsoft Office and CRM or case management systemsExperience in legal intake, call center, or sales support environmentsExposure to client onboarding or case intake processesBilingual (Spanish)

Created: 2026-05-09

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