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Description

Robert Half is seeking an Intake Coordinator to join our amazing client in Murrieta, California. In this Contract-to-Permanent position, you will play a critical role in supporting the firm's operations by managing client intake processes and ensuring smooth case onboarding. This role requires exceptional organizational skills and a commitment to maintaining confidentiality and professionalism.

Responsibilities:

• Conduct thorough initial screenings to collect detailed information about prospective clients’ legal needs.

• Accurately enter client data and case details into the firm’s case management system.

• Evaluate potential cases to determine eligibility and alignment with the firm's areas of practice.

• Schedule consultations or direct leads with relevant experience to appropriate attorneys or legal personnel.

• Ensure strict adherence to confidentiality and uphold ethical standards in all client interactions.

• Follow up with prospective clients to finalize the intake process and gather any missing information.

• Collaborate with attorneys, paralegals, and support staff to facilitate seamless case onboarding.

• Monitor and report on lead conversions, client trends, and the effectiveness of intake processes.

Requirements

• Proven experience in client intake or a related role within a legal setting.

• Strong ability to generate leads and assess case eligibility.

• Familiarity with case management systems and legal templates.

• Excellent customer service skills with a focus on clear and precise communication.

• High level of organization and attention to detail.

• Ability to maintain confidentiality and comply with ethical standards.

Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.

All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.

• 2025 Robert Half. Robert Half is not a law firm and does not provide legal representation. Robert Half project lawyers do not constitute a law firm among themselves. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use (https://www.roberthalf.com/us/en/terms) .