Concierge/Intake Attorney

Job Overview

A law firm seeks a client-focused Concierge/Intake Attorney to join its team in Newport Beach, CA. This in-person position is central to handling new client intake, facilitating initial consultations, and managing case onboarding. The role requires excellent communication and interpersonal skills, with a collaborative, solution-oriented mindset. While knowledge of family law, probate, and trust/estate matters is preferred, comprehensive training will be provided for the right candidate.

Duties

• Conduct telephone consultations with potential clients and address their initial legal concerns
• Gather essential case information, identify key issues, and assess financial resources
• Set up new client profiles in the firm’s case management software
• Collaborate with team members to ensure proper case assignment and management
• Maintain a solution-oriented approach, assisting clients from diverse backgrounds
• Perform additional tasks as assigned by managers or partners

Requirements

• Active California Bar License
• Minimum of 3 years of legal experience
• Strong time management skills with the ability to multitask effectively
• Excellent written and verbal communication abilities
• High level of initiative and attention to detail
• Demonstrates emotional intelligence, empathy, and conflict-resolution skills
• Commitment to superior client service and advocacy
• Proficiency in MS Office applications including Word, Excel, and Outlook

Education

• Juris Doctor (JD) from an accredited law school

Certifications

• Licensed to practice law in California (required)

Skills

• Strong analytical and problem-solving abilities
• Excellent interpersonal and communication skills, with a focus on client engagement
• Team-oriented with a collaborative approach to problem-solving
• Ability to manage and prioritize multiple tasks effectively
• Familiarity with family law, probate, and estate law is a plus but not required

Benefits

• Competitive salary with performance incentives
• 75% employer contribution for healthcare plans, including dental and vision coverage
• Life insurance and short-term/long-term disability coverage
• Health Savings Account (HSA) options with qualifying health plans
• 401(k) retirement plan participation
• Paid parking and employee assistance program (EAP)
• Access to in-house and external continuing legal education (CLE) opportunities
• A collaborative work environment with opportunities for professional development and growth

Location

• On-site in Newport Beach, CA

This position offers a unique opportunity for a client-centric attorney to join a supportive and growth-focused legal team. If you're passionate about providing personalized legal guidance and eager to grow in a collaborative environment, we encourage you to apply.