Legal Receptionist

About the role

A Legal Admin/Receptionist will manage front desk responsibilities and assist with client intake processes in a law firm environment, particularly in probate.

Responsibilities

• Greet and assist clients and visitors in a courteous and professional manner.
• Manage a multi-line phone system, directing calls and taking detailed messages.
• Perform initial client intake over the phone and in-person, gathering essential information accurately and sensitively.
• Schedule consultations and appointments for attorneys and legal staff.
• Maintain the reception area, conference rooms, and common areas to ensure a welcoming environment.
• Handle incoming and outgoing mail, deliveries, and courier services.
• Enter client data into case management and intake systems with precision and confidentiality.
• Support administrative tasks such as filing, scanning, and preparing documents as needed.
• Collaborate closely with attorneys and paralegals to ensure smooth client onboarding.

Qualifications

• 1+ years of experience as a legal receptionist or legal secretary, preferably in a probate law firm.
• Alternatively, 1+ years of experience in a client intake role within any professional industry (medical, finance, insurance, etc.).
• Strong interpersonal skills with a client-service mindset.
• Excellent verbal and written communication skills.
• Highly organized with strong attention to detail and follow-through.
• Proficiency in Microsoft Office Suite (Word, Outlook) and familiarity with legal case management software a plus.
• Ability to handle sensitive information with discretion and professionalism.