Receptionist/Intake Specialist
Full-time - Northborough
“You’re not just answering phones—you’re the first step in helping families protect what matters most.”
The Role
We’re seeking a friendly, organized, and professional Receptionist/Intake Specialist to be the first point of contact for our clients. In this role, you’ll answer calls, greet visitors, schedule consultations, and guide potential new clients through our intake process—all while making a warm, positive first impression. This is an in-office position where your work directly shapes the client experience.
What You’ll Do:
- Answer and route calls promptly and professionally.
- Greet and assist clients, visitors, and team members in the office.
- Screen potential new clients and schedule consultations.
- Prepare engagement letters, fee agreements, and supporting documentation for clients.
- Collect payments for consultations and account balances.
- Document lead and client information accurately in our CRM.
- Follow up with prospects to encourage scheduling and show rates.
- Prepare the legal team with intake details before consultations.
- Support administrative tasks such as mail, filing, and supply management.
What We’re Looking For:
- Friendly, polished, and confident communication style.
- Highly organized with strong attention to detail.
- Professional phone etiquette and customer service instincts.
- Ability to stay calm and positive under pressure.
- Comfortable with technology and learning new systems.
- Proactive, accountable, and collaborative.
Why You’ll Love Working Here:
- Be the welcoming face and voice of a trusted law firm.
- Make a meaningful impact in clients’ lives from their very first interaction.
- Supportive, team-oriented environment.
- Opportunities for long-term growth and leadership.
Compensation & Details:
- Commensurate with experience.
- Bonus potential based on performance.
- Full-time, in-office role.
