Intake Specialist
PrismHR, Manhattan, NY, United States
About the Firm
Greenberg Gross LLP
is a high‑stakes boutique trial firm committed to handling some of the most complex and impactful legal matters of our time. We are experiencing rapid growth and are seeking dedicated professionals who are eager to contribute to a collaborative, high‑performance team while helping shape the firm’s future.
Position Overview Greenberg Gross LLP is seeking a
professional and detail‑oriented Intake Specialist
to join our team. This role serves as a critical first point of contact for prospective clients and requires strong communication skills, attention to detail, and a genuine sense of empathy. The Intake Specialist plays a vital role in ensuring accurate information gathering and high‑quality client engagement.
Essential Duties and Responsibilities Serve as the primary contact for potential clients via phone, text, and email Conduct intake conversations with professionalism, empathy, and discretion Accurately document and organize detailed notes into complete and concise summaries Maintain and update client records within CRM software Collaborate effectively with internal teams as needed Perform additional duties and responsibilities as assigned Knowledge, Skills, and Experience Strong verbal and written communication skills across phone, text, and email platforms Exceptional attention to detail with the ability to manage multiple tasks efficiently Excellent interpersonal and client‑service skills Proficiency in Microsoft Office Suite applications Ability to work independently as well as collaboratively within a team environment Bilingual proficiency in Spanish is a plus Prior legal or intake experience is preferred Willingness to work overtime and travel as required
is a high‑stakes boutique trial firm committed to handling some of the most complex and impactful legal matters of our time. We are experiencing rapid growth and are seeking dedicated professionals who are eager to contribute to a collaborative, high‑performance team while helping shape the firm’s future.
Position Overview Greenberg Gross LLP is seeking a
professional and detail‑oriented Intake Specialist
to join our team. This role serves as a critical first point of contact for prospective clients and requires strong communication skills, attention to detail, and a genuine sense of empathy. The Intake Specialist plays a vital role in ensuring accurate information gathering and high‑quality client engagement.
Essential Duties and Responsibilities Serve as the primary contact for potential clients via phone, text, and email Conduct intake conversations with professionalism, empathy, and discretion Accurately document and organize detailed notes into complete and concise summaries Maintain and update client records within CRM software Collaborate effectively with internal teams as needed Perform additional duties and responsibilities as assigned Knowledge, Skills, and Experience Strong verbal and written communication skills across phone, text, and email platforms Exceptional attention to detail with the ability to manage multiple tasks efficiently Excellent interpersonal and client‑service skills Proficiency in Microsoft Office Suite applications Ability to work independently as well as collaboratively within a team environment Bilingual proficiency in Spanish is a plus Prior legal or intake experience is preferred Willingness to work overtime and travel as required