Intake Specialist- Residential Construction Defect

We are seeking a detail-oriented and client-focused Intake Specialist to serve as the first point of contact for prospective clients in a residential construction defect practice. This role plays a key part in evaluating potential claims by gathering detailed information about construction issues, damages, and project history, while providing professional and compassionate client service.

• Serve as the initial point of contact for prospective clients via phone, email, and online inquiries
• Regularly Conduct intake interviews to gather detailed information regarding potential residential construction defect claims
• Identify key facts including property type, construction or renovation timeline, builder or contractor involvement, nature of alleged defects, and resulting damages
• Collect, review, and organize preliminary documentation such as contracts, warranties, inspection reports, photographs, repair estimates, and correspondence
• Accurately enter intake information into the firm’s case management system
• Perform conflict checks and coordinate attorney review of potential matters
• Communicate clearly with prospective clients regarding the intake process, next steps, and general expectations
• Follow up with potential clients to obtain missing information or documentation
• Assist attorneys and legal staff with additional information requests during case evaluation
• Maintain confidentiality and comply with firm intake procedures

• Prior experience in legal intake, client services, or administrative support
• Strong verbal and written communication skills with a client-focused approach
• Excellent organizational skills and attention to detail
• Ability to manage multiple intakes and deadlines simultaneously
• Proficiency with Microsoft Office and case management or CRM systems
• Professional demeanor and ability to handle sensitive information discreetly

• Experience with residential construction defect, real estate, or civil litigation matters
• Familiarity with residential construction terminology and common defect issues (e.g., water intrusion, structural concerns, workmanship defects)
• Experience reviewing construction-related documents and photographs
• Bilingual abilities (if applicable to firm needs)

• Fast-paced, client-facing role
• Requires empathy, patience, and clear communication with homeowners
• Ability to work independently while collaborating with attorneys and staff