Legal Intake Specialist

Clancy & Associates – A Full-Service Special Needs Law Firm

Are you passionate about making a meaningful difference in the lives of individuals with special needs and their families? Clancy & Associates is an innovative, full-service special needs law firm dedicated to providing legal, educational, and life planning support to families navigating autism, Down syndrome, mental illness, genetic conditions, and other developmental disabilities.

We don’t just practice law—we bring peace of mind to parents and transform lives.

What This Role is About

As our Legal Intake Specialist, you will be the first voice of our firm, welcoming potential clients and guiding them through our intake process with empathy and efficiency. Your role is vital in ensuring that families receive the support they need by:

✔ Answering inquiries and providing information about our services
✔ Scheduling consultations and assisting with client onboarding
✔ Facilitating meetings and processing final documents
✔ Maintaining clear and organized client records
✔ Coordinating outreach efforts, including sponsorships, presentations, and community events

This position is ideal for a highly organized, detail-oriented, and personable professional who can juggle multiple responsibilities while maintaining a warm and patient demeanor. Many of our clients come to us during stressful times—your compassion and ability to put them at ease will make all the difference.

Why Join Us?

We believe in creating a workplace where you feel valued, supported, and inspired. Here’s what makes our firm special:

• Purpose-Driven Work – Help families navigate complex legal and life planning challenges while making a real impact.
• Supportive & Friendly Culture – Work alongside an all-women team that values collaboration, growth, and mutual respect.
• Opportunities for Growth – We invest in our team’s education, professional development, and career advancement.

What You’ll Be Doing

• Client Communication – Serve as the first point of contact for potential clients, gathering information and answering questions about our services.
• Appointment Scheduling – Coordinate consultations and follow up with clients as needed.
• Administrative Support – Maintain organized case records, assist with onboarding, and process final documents.
• Community Outreach & Events – Coordinate and attend firm-sponsored presentations, fairs, and community events (6-8 times per year, including evenings and occasional weekends).
• Sponsorship & Partnership Coordination – Manage requests and opportunities for firm sponsorships and speaking engagements.
• Team Collaboration – Work closely with attorneys and staff to ensure a seamless intake experience.
• Confidentiality & Compliance – Handle sensitive client information with professionalism and discretion.

What We’re Looking For

• Compassion & Empathy – Ability to support clients with warmth and patience during difficult times.
• Strong Communication Skills – Comfortable engaging with clients, attorneys, and staff in person, over the phone, and via email.
• Attention to Detail – Organized, efficient, and able to manage multiple tasks at once.
• Tech-Savviness – Experience with legal CRM tools (Clio Grow preferred) and Microsoft Office.
• Legal Experience – At least 1 years in estate planning or a comparable field.
• Familiarity with Special Needs – Personal or professional experience with special needs communities is a plus.

✔ Salary: $45,000 – $55,000 per year
✔ Bonus programs & 401(k) with employer matching
✔ Health, Dental, & Vision insurance
✔ Paid time off & sick leave
✔ Flexible scheduling (possible)
✔ On-site health club membership & weekly team lunches

Join Our Team!

If you’re looking for a collegial, warm, and enriching work environment where your work has a lasting impact, we’d love to hear from you!

To apply, please submit your resume and a brief cover letter outlining why this role excites you.

Learn more about our firm at: www.clancyassociates.com

No walk-ins, direct inquiries, or agency applications, please. We will review all applications and reach out to those who best match our needs.

Salary : $45,000 - $55,000