This job posting has expired
Expired on April 1, 2026
Intake and Outreach Specialist
Job Description
Homestead Legal is a growing Texas law firm focused on probate and estate planning. We are seeking a highly organized, client-focused Intake & Outreach Specialist to serve as the firm’s primary point of contact for prospective and current clients. This role is ideal for someone who thrives in structured environments, communicates clearly and compassionately, and takes ownership of workflows and follow-up. Key Responsibilities include serving as the first point of contact for clients, conducting initial intake and screening, maintaining the firm's lead tracker in CRM (MyCase), scheduling consultations, and managing client communications and documentation.
Responsibilities
- Serve as the first point of contact for clients via phone, text, email, and client portal
- Conduct initial intake and screening for probate, estate planning, and related matters
- Own and maintain the firm’s lead tracker and CRM (MyCase)
- Schedule and coordinate attorney consultations
- Draft and send professional client communications
- Manage incoming mail and correspondence
- Support referral relationships and light marketing/outreach efforts
Qualifications
- Polished and professional phone presence
- Highly organized and self-motivated
- Friendly, empathetic communication style
- Prior client-facing, intake, or administrative experience (legal experience a plus)
- Strong written and verbal communication skills
- Comfort managing CRMs and calendars