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Intake Specialist

Date Posted: May 20, 2026
Yearly: USD - USD

Job Detail

  • location_on
    Location Boca Raton, Florida, United States of America
  • desktop_windows
    Job Type: Permanent
  • schedule
    Shift:
  • analytics
    Career Level:
  • group
    Positions:
  • calendar_view_day
    Experience:
  • male
    Gender: No Preference
  • school
    Degree:
  • calendar_month
    Apply Before: Jun 21, 2026

Job Description

Overview

As an Intake Specialist at Robinson & Casey, PLLC, you'll serve as the first point of contact for new clients, guiding them through their initial legal experience with empathy and professionalism. Your role involves gathering essential information, maintaining confidentiality, and supporting both clients and the legal team in a structured yet flexible work environment.

Key responsibilities

  • Answer calls, emails, and online inquiries warmly and professionally
  • Gather key information to assess potential clients' situations
  • Enter client information into the case management system accurately
  • Schedule consultations and share intake summaries with the team
  • Follow up with potential clients to ensure their needs are met
  • Maintain confidentiality for all cases and clients
  • Manage office tasks such as ordering supplies and organizing mail

Required skills

  • Stellar communication skills
  • Attention to detail
  • Experience with digital tools like Microsoft Office, Clio, and Hubspot
  • Ability to multitask in a fast-paced environment
  • 3-5 years of professional experience

What the company offers

  • Competitive compensation
  • Growth-focused work environment with clear expectations
  • Opportunity to contribute to meaningful work

Skills Required

Company Overview

Boca Raton, Florida, United States of America

At Robinson & Casey, PLLC, we specialize in Behavioral Health Law, particularly the Marchman Act and Guardianship. Our mission is to guide families through challenging times by providing legal pathways to necessary treatments. We prioritize empathy a... Read More

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