The Receptionist & Client Intake Specialist is the first point of contact for Hailey Petty Law Firm — both in person and on the phone. This role owns the front desk and all standard reception functions, while also serving as the firm's first filter for potential new clients: gathering information, qualifying leads, and setting up qualified prospects for a smooth handoff to the sales team. This is a true hybrid role, blending traditional front-desk hospitality with the judgment and people skills of an intake/sales-support function.
Compensation:
$22 - $28 hourly
Responsibilities:
Reception
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Greet all visitors warmly and professionally as the first face of the firm
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Answer, screen, and route incoming calls
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Manage the front desk: visitor sign-in, mail/deliveries, conference room scheduling, and general office upkeep
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Maintain a clean, organized, and welcoming lobby and reception area
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Support attorneys and staff with general administrative tasks as needed
Client Intake
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Field inquiries from potential new clients (PNCs) by phone, walk-in, or web lead
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Ask qualifying questions to determine fit for the firm's practice areas and case criteria
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Build the initial client file: contact information, case summary, and relevant intake details
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Schedule qualified leads with the sales/intake team and ensure a clean handoff (no dropped information, no duplicate questions for the prospective client)
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Track and follow up on leads that aren't immediately ready to move forward
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Maintain accurate records in the firm's CRM/intake system
Qualifications:-
Prior experience in reception, customer service, sales, or intake (legal or medical intake a plus)
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Comfortable asking direct questions and making judgment calls on lead quality
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Excellent phone etiquette and in-person presence
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Strong written and verbal communication skills
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Detail-oriented with the ability to manage multiple conversations/tasks at once
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Familiarity with CRM or case management software (or ability to learn quickly)
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Professional demeanor — this person represents the firm's first impression
About Company
Hailey-Petty Law Firm, PLLC makes estate planning your Legacy, not a burden for your loved ones.
Our commitment is to support clients at every stage, guided by a few core principles:
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Education. We focus on helping clients fully understand their legal situations and options to ensure they feel informed and confident in making the best decisions.
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Building Trust. We aim to build that trust by maintaining open, transparent communication and providing honest guidance.
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Collaboration. We foster a collaborative environment where clients' thoughts, concerns, and questions are always welcomed, ensuring that our legal strategy reflects their unique perspective.
