Intake Specialist: Part Time

Intake Specialist: Part Time

Compensation: $16/hr

Location: Berlin, Ohio (In Office) - 5989 CR 77, Millersburg, Ohio 44654

Hours: /-27.5 hours per week, Monday–Friday, 9:30 AM – 3:00 PM

About EQUES® Law Group

At EQUES®, we believe that law is more than paperwork and process — it’s people. We are a growing, mission-driven law firm that represents individuals, families, and businesses with integrity, clarity, and boldness. Our team is committed to excellence in client service, and the first impression we make starts with you.

About the Role

We are seeking a Part-Time Intake Specialist to serve as the warm, knowledgeable first point of contact for new potential clients. This critical team member will manage the new client intake pipeline and conduct initial intakes with professionalism, empathy, and precision. The ideal candidate is highly personable, quick-thinking, detail-oriented, and thrives in a fast-paced environment where client needs come first.

Benefits

·       Health, Dental, Vision, and 401k Benefits are not offered with this position.

·       Qualifying holiday and PTO benefits are provided per firm policy

Key Responsibilities

·       Serve as the first point of contact for potential new clients (PNCs) via phone, email, or referral.

·       Conduct comprehensive, structured intake interviews with potential clients.

·       Accurately capture and enter client information into intake software and systems.

·       Identify potential red flags or matters outside the scope of the firm’s practice and escalate appropriately.

·       Draft, send, and track signatures on fee agreements

·       Maintain strong working knowledge of the firm’s services, team members, and intake priorities.

·       Coordinate initial attorney consultations and ensure smooth handoff from intake to legal teams.

·       Track the status of open intakes and ensure follow-up is timely and consistent.

·       Work closely with the system manager, attorneys, and client service team to optimize intake flow and client satisfaction.

·       Operates standard office equipment.

·       Sending faxes and making copies of legal documents.

·       Preparing documents and organizing them in a packet according to firm’s standards for client review.

·       Coordinates schedules with the systems administrator and legal secretaries regarding coverage during absences.

·       Coordinate appointments, including all correspondence and logistics necessary for consultations.

What We’re Looking For

·       Exceptional communication skills: You must be warm, articulate, and attentive in every interaction.

·       High attention to detail: Accurate documentation and intake records are critical.

·       Emotional intelligence: You can empathize, listen, and navigate sensitive conversations with professionalism.

·       Strong time and task management: You will juggle multiple intakes in a day, moving quickly and efficiently from one to the next.

·       Critical thinking: You can spot inconsistencies, potential red flags, or matters that require special attention.

·       Comfort with technology: Proficiency with intake platforms, digital scheduling tools, and office software.

Why Work with EQUES®?

You’ll be joining a team that values people — not just clients, but each other. We believe that our intake team sets the tone for client relationships and plays a vital role in our firm’s mission. You’ll have meaningful work, a supportive team, and the opportunity to grow with a firm that is forward-thinking and client-centered.

What We Look For in an EQUES Team Member

To be successful at EQUES, you must align with our core values:

·       Intellectual Honesty & Emotional Intelligence – Exhibit integrity and self-awareness in decision-making, interpersonal interactions, and internal and external communication.

·       Empowerment Through Leadership – Support and educate clients and potential new clients while collaborating with colleagues.

·       Innovation in Legal Services & Business Building – Find creative, strategic ways to deliver exceptional legal representation and grow the firm.

·       Respect & Professionalism – Maintain a high level of professionalism with clients and colleagues.

Qualifications

·       Experience in legal intake, customer service, case management, or front-office roles.

·       Familiarity with law firm operations, especially in litigation, real estate, estate planning, or business law.

·       Prior experience in fast-paced service environments.

·       Ability to manage multiple tasks and deadlines with minimal supervision.

·       High attention to detail and organizational skills.

·       Excellent written and verbal communication skills and customer service acumen.

·       Familiarity with Clio, Box, RingCentral, and Mac (Apple) Computers are a plus.

Salary : $16