Intake Specialist

Do you thrive in a fast-paced environment where attention to detail and first-class service are paramount?

Are you passionate about providing clients with exceptional experiences from the first point of contact?

Can you juggle multiple tasks with grace and precision, ensuring nothing slips through the cracks?

Is your approach to client service rooted in empathy and professionalism, driving both satisfaction and results?

• Please do not reach out through our website's contact information (telephone, email, or web chat) or via direct messaging on any social media platform.

• →Client Interaction: Serve as the initial point of contact, greeting in-office visitors and answering inbound calls with professionalism and empathy.
• →Appointment Coordination: Efficiently schedule and manage all client appointments, acting as a gatekeeper for the attorney’s calendar. 
• →Reporting Structure: This role reports directly to Aurelio Garza and serves as the primary gatekeeper for his calendar and client intake flow.
• →Intake Management: Complete and qualify all client intakes with accuracy, aligning them with the firm's practice areas and referring non-fits appropriately.
• →Review Solicitation: Proactively seek Google reviews from clients to enhance firm visibility and reputation.
• →Reliable Front Desk Presence: Ensure dependable on-site coverage beginning at 8:00 a.m. to maintain high service standards.
• →Solution-Focused Approach: Address challenges proactively, maintaining a ‘no excuses—get the job done’ attitude.
• →Culture Fit: You are thick-skinned, highly accountable, and comfortable working with a direct, high-standard leadership style (military-background expectations: punctuality, precision, and follow-through).

• Experience Requirement: 2–3 years in legal intake, preferably within estate planning, probate, elder law, or real estate.
• Client Service Skills: Exceptional communication and customer-first mindset, with a polished phone and in-person presence.
• Organizational Ability: Strong scheduling, calendar management, and data capture skills.
• Personal Traits: Highly reliable, punctual, adaptable to changing situations, and driven by a no-excuses mentality.
• Be thick-skinned, highly accountable, and comfortable working with a direct, high-standard leadership style (military-background expectations: punctuality, precision, and follow-through).
• Industry Knowledge: Familiarity with estate planning, probate processes, and real estate law.
• Proactive Mindset: Able to learn quickly and operate independently within 60–90 days.

• Mentorship Opportunity: Work directly with Aurelio Garza, gaining insights and guidance from the firm's owner.
• Impactful Role: Play a key role in shaping client experiences and maintaining the firm’s reputation for excellence.
• Growth Potential: Establish foundational systems and standards as the practice expands.
• Values-Driven Culture: Join a team that emphasizes discipline, excellence, and client-first service.