Client Intake Specialist

Robert Half • San Jose, CA • 3w ago

Description

Overview

The Client Intake Specialist supports attorneys by serving as a primary point of contact for new and existing clients while providing general legal administrative support. This Client Intake Specialist role focuses on managing client communications, coordinating intake and matter setup, maintaining case information, and supporting smooth information flow across legal teams in a fast-paced law firm environment.

Responsibilities

Serve as first point of contact for clients by answering, screening, and directing incoming calls and inquiries

Coordinate client intake and new matter setup, working with internal intake and conflicts teams

Collect, organize, and maintain client and matter information in electronic and paper files

Assist attorneys with calendars, deadlines, scheduling, and basic document preparation

Prepare, edit, and transmit correspondence and legal documents with accuracy and attention to detail

Maintain deadlines and key dates in calendaring systems and support workflow tracking

Collaborate with attorneys and support staff to ensure timely follow-through and consistent client service

Handle confidential information with professionalism and discretion

Requirements

Qualifications

Associate's degree preferred; bachelor's degree a plus

Significant experience providing legal administrative or client intake support in a law firm or legal department

Strong client service, communication, and organizational skills

Ability to manage multiple priorities in a fast-paced, deadline-driven environment

Experience with legal document handling, calendaring, and electronic filing systems

Professional demeanor with a strong attention to detail and confidentiality

Robert Half is the world's first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.

All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.

© 2025 Robert Half. Robert Half is not a law firm and does not provide legal representation. Robert Half project lawyers do not constitute a law firm among themselves. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking "Apply Now," you're agreeing to Robert Half's Terms of Use (https://www.roberthalf.com/us/en/terms) and Privacy Notice (https://www.roberthalf.com/us/en/privacy) .

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