Intake Specialist
Zoecklein Law P.A, Brandon, FL, United States
Benefits:
401(k)
401(k) matching
Paid time off
Who we are: Zoecklein Law is a Florida-based law firm focused on delivering high-quality legal services with a strong emphasis on client experience, efficiency, and accountability. Our team operates in a fast-paced, systems-driven environment where each role contributes directly to firm growth and success. We are building a team of professionals who take ownership, execute at a high level, and are committed to continuous improvement.
Position Summary:
The Intake Specialist serves as the first point of contact for prospective clients and plays a critical role in lead conversion, client experience, and new matter onboarding. This position is responsible for answering inbound calls, conducting detailed legal intakes, scheduling attorney consultations, managing lead follow-up through Pipedrive, documenting all intake activity in Practice Panther, assisting with contract preparation, and initiating onboarding workflows in accordance with Firm procedures.
Job Duties:
Own all inbound client intake and first interactions
Ensure accurate, complete entry of all client data and case details
Schedule consultations efficiently to maximize attorney utilization
Drive consistent follow-up to convert leads into retained clients
Support contract execution and ensure seamless client onboarding
Required Qualifications
· Prior experience in a law firm intake, legal assistant, or client-facing administrative role preferred.
· Strong verbal and written communication skills.
· Excellent organizational and time-management abilities.
· High attention to detail and accuracy.
· Ability to manage multiple tasks in a fast-paced environment.
· Professional demeanor with strong customer-service skills.
Preferred Qualifications
· Experience with Practice Panther and/or Pipedrive.
· Familiarity with probate, estate planning, or litigation terminology.
· Sales, intake, or lead-conversion experience in professional services.
Performance Expectations
· Timely response to all inbound leads and required follow-ups.
· Accurate and complete intake documentation.
· Proper management of Pipedrive deal stages.
· Professional communication and high client satisfaction.
· Adherence to Firm procedures and performance standards.
Employment & Legal Disclaimers:
Zoecklein Law, P.A. is an Equal Opportunity Employer and does not discriminate on the basis of any protected characteristic under applicable federal, state, or local law. We are committed to creating an inclusive and respectful workplace for all employees.
E-Verify Notice Zoecklein Law, P.A. participates in E-Verify to confirm the employment eligibility of all newly hired employees.
401(k)
401(k) matching
Paid time off
Who we are: Zoecklein Law is a Florida-based law firm focused on delivering high-quality legal services with a strong emphasis on client experience, efficiency, and accountability. Our team operates in a fast-paced, systems-driven environment where each role contributes directly to firm growth and success. We are building a team of professionals who take ownership, execute at a high level, and are committed to continuous improvement.
Position Summary:
The Intake Specialist serves as the first point of contact for prospective clients and plays a critical role in lead conversion, client experience, and new matter onboarding. This position is responsible for answering inbound calls, conducting detailed legal intakes, scheduling attorney consultations, managing lead follow-up through Pipedrive, documenting all intake activity in Practice Panther, assisting with contract preparation, and initiating onboarding workflows in accordance with Firm procedures.
Job Duties:
Own all inbound client intake and first interactions
Ensure accurate, complete entry of all client data and case details
Schedule consultations efficiently to maximize attorney utilization
Drive consistent follow-up to convert leads into retained clients
Support contract execution and ensure seamless client onboarding
Required Qualifications
· Prior experience in a law firm intake, legal assistant, or client-facing administrative role preferred.
· Strong verbal and written communication skills.
· Excellent organizational and time-management abilities.
· High attention to detail and accuracy.
· Ability to manage multiple tasks in a fast-paced environment.
· Professional demeanor with strong customer-service skills.
Preferred Qualifications
· Experience with Practice Panther and/or Pipedrive.
· Familiarity with probate, estate planning, or litigation terminology.
· Sales, intake, or lead-conversion experience in professional services.
Performance Expectations
· Timely response to all inbound leads and required follow-ups.
· Accurate and complete intake documentation.
· Proper management of Pipedrive deal stages.
· Professional communication and high client satisfaction.
· Adherence to Firm procedures and performance standards.
Employment & Legal Disclaimers:
Zoecklein Law, P.A. is an Equal Opportunity Employer and does not discriminate on the basis of any protected characteristic under applicable federal, state, or local law. We are committed to creating an inclusive and respectful workplace for all employees.
E-Verify Notice Zoecklein Law, P.A. participates in E-Verify to confirm the employment eligibility of all newly hired employees.