Find The RightJob.

Legal Intake Specialist

Do you want to be the voice that makes someone feel like everything is going to be okay?

We are a growing, multi-jurisdictional estate planning firm with offices in Washington, DC and Fort Lauderdale. Our clients include federal employees, with a particular focus on the Foreign Service and foreign affairs community, along with families with international assets, blended families, and clients whose situations are simply too complex for a generalist. We handle the full spectrum, and we don’t refer out when it gets complicated. We’re expanding, and we need an experienced Intake Specialist to join our Florida team and work directly with the firm’s founder.

The people who call us are often navigating something they’ve never contemplated before. A Foreign Service Officer navigating a new posting, a non-U.S. citizen trying to understand what happens to their U.S. and overseas assets when they pass away, a blended family trying to protect everyone fairly — these are real situations with real stakes. We want every one of them to come out of the intake process feeling like they’ve found exactly the right place: someone who understood the complexity, didn’t flinch, and knew what to do next. We are growing fast, and we need an Intake Specialist who can hit the ground running.

This position is NOT for the person who:

Needs to be told what to do next
Thinks “that’s not my job”
Waits until Monday to mention Friday’s problem
Needs a manager down the hall to stay focused
Takes feedback personally instead of professionally
Thinks CRM data entry is optional
Says “I called and they didn’t answer” and stops there
Treats a grieving widow the same as a price shopper
Is looking for a quiet desk job with no pressure
Gets flustered when a caller’s situation doesn’t fit a simple script
Brings drama to work

Still reading? Good. Keep going.

This position will be responsible for important work, including:

Answering calls from prospective estate planning clients and conducting professional, empathetic intake interviews
Qualifying leads, scheduling consultations, and ensuring seamless handoffs to the attorney
Managing the firm’s CRM and marketing platforms (Go High Level, Constellation, EOS) — keeping pipelines current, automations running, and data accurate
Handling administrative tasks in Clio, including scheduling, client communications, and billing
Coordinating the digital client experience from first contact through document execution, including e-notary signing logistics
Running the day-to-day operations of the Florida office (remote to start, transitioning to Fort Lauderdale office as we grow)
Capturing referral source data for every call to support the firm’s marketing strategy
Following up with prospects who haven’t scheduled and finding ways to convert hesitant callers
Identifying patterns in calls — common objections, FAQ gaps, script improvements — and suggesting process improvements

If the statements below appeal to you, then you may be our next Intake Specialist!

You instinctively adjust your tone when someone calls who is clearly overwhelmed — and you make them feel like they called the right place
You have an obsessive attention to detail
You’re very good with CRMs, calendars, spreadsheets, and technology in general — you figure things out
Your middle name is “No Drama”
You are an awesome juggler of tasks and can change gears quickly — you do not think scanning, filing, or data entry are “beneath you”
You can work independently without someone looking over your shoulder — and you actually prefer it that way
You over-communicate rather than under-communicate, especially when working remotely from the team
You treat every person who calls like they’re the most important person you’ll talk to all day
You take feedback like a professional — no excuses, just improvement

What we’re looking for:

We love to help people learn and grow. But we don’t have time for hand-holding right now. We need someone with experience in a legal or professional services environment who understands client-facing work, intake processes, and CRM management. The ideal candidate will take initiative on work that needs to be done and complete tasks with minimal supervision.

2+ years of experience in legal intake, client services, or a similar professional role
Experience with CRM platforms (Go High Level experience is a major plus)
Excellent phone presence — warm, professional, and able to adapt tone to the caller
Strong organizational skills and the ability to manage multiple priorities without dropping anything
Comfortable working independently in a remote environment
Tech-savvy — you don’t panic when you need to learn a new system
Estate planning, probate, or international/cross-border client experience is a plus but not required — what matters is that you can stay calm and professional when a caller’s situation is complicated

Compensation & Benefits:

This is a full-time position (40 hours per week, 8:30 AM – 4:30 PM Eastern) based in Florida. This role starts remote and will transition to our Fort Lauderdale office as we grow. Pay is $24–$30/hour depending on experience. Benefits after 90 days include:

10 days PTO + 5 sick days + federal holidays
Health insurance reimbursement (QSEHRA) up to $450/month
Simple IRA with 5% employer match
$1,500/year professional development budget
Annual end-of-year team retreat in a cool location to reflect on the past year and plan for the next

There is real opportunity for growth here. This firm is expanding, and the right person will grow with it.

How to Apply:

Prepare a cover letter with no more than TWO paragraphs and a closing sentence. In the first paragraph, explain what you believe are the 3 most important qualities needed in someone who works with families navigating estate planning, and why you believe they are the most important qualities. In the second paragraph, explain why you applied to this particular posting. As a closing sentence please write, “I have read the instructions contained in the job posting and have followed the instructions.”

Do not send your resume through this website. Email your resume and cover letter in PDF format to support.team@kevinmartinlaw.com. The subject line of the email should be your last name (all caps), followed by the position you are applying for in lower case, followed by one word that you would use to describe yourself in all caps.

For example: SMITH intake specialist DEDICATED

We look forward to reviewing your application!

APPLICATIONS RECEIVED THROUGH THIS SYSTEM AND THAT DO NOT FOLLOW INSTRUCTIONS WILL NOT BE CONSIDERED.

NO RECRUITERS, PLEASE. Direct applicants only.

Pay: $24.07 - $30.00 per hour

Benefits: