Estate Administration Case Intake… at Simpson Law… · Fort Mill

Summary: Simpson Law Firm is a growing estate law firm serving families throughout North and South Carolina. The Estate Administration Case Intake Specialist serves as the first substantive contact for prospective clients by conducting case evaluation calls, gathering and documenting estate information, processing correspondence, and supporting the intake team and broader firm.

Responsibilities:
- Conduct structured case evaluation calls with prospective estate administration clients to gather key information, including decedent information, estate assets, will and trust status, family structure, potential disputes, and urgency factors
- Apply firm intake criteria consistently and accurately to determine whether prospective matters are appropriate for the firm
- Identify cases outside the firm’s practice areas, jurisdiction, or scope of services and professionally decline or redirect those inquiries when appropriate
- Accurately document call findings in firm systems, including Lawmatics and Clio, so attorneys have complete information before client consultations
- Communicate with prospective clients with warmth, professionalism, and empathy, particularly when assisting families navigating a recent loss
- Receive, sort, and process incoming firm mail daily
- Log and track checks, court documents, and time-sensitive correspondence according to firm procedures
- Scan and file documents into appropriate client matters and firm systems
- Route documents and correspondence to the appropriate attorney, paralegal, or department
- Provide backup phone coverage for the Intake Team and assist with firm-wide incoming calls during high call volume or staff availability needs
- Direct callers to the appropriate team member or department and take detailed messages when necessary
- Assist with general office needs, including running office errands and helping with office events as needed
- Provide additional administrative support to the team as business needs require

Required Qualifications:
- High school diploma required
- Excellent verbal communication skills with a professional and compassionate phone presence
- Strong attention to detail and sound judgment, with the ability to apply guidelines consistently
- Comfortable working within a structured call format while still gathering complete and accurate information
- Organized and reliable with documentation handling and administrative responsibilities
- Able to manage multiple priorities in a fast-paced environment
- Detail-oriented and committed to accuracy
- A strong communicator who enjoys helping people
- Professional, dependable, and team-focused
- Comfortable speaking with clients during difficult and emotional circumstances
- A problem solver who can use good judgment and knows when to ask questions or escalate concerns
- Someone who takes pride in supporting both clients and teammates
- This is a full-time, in-office position based at our Fort Mill, SC office

Preferred Qualifications:
- associate's or bachelor's degree preferred
- 1+ years of experience in a legal, medical, insurance, customer service, or client intake environment preferred
- Law firm experience is a plus
- Proficient with basic office technology; experience with practice management software such as Clio or Lawmatics is a plus

Required Skills: Client Intake, Clio, Lawmatics, Legal Services

Benefits: Paid Time Off, Paid Holidays, Health Insurance, Matching 401(k), Complimentary estate planning documents for employees