We are seeking a detail-oriented and highly organized Intake Administrator to support a busy law firm by managing and organizing incoming client data collected by Intake Specialists. This position plays a critical role in maintaining the accuracy and integrity of the client intake process by capturing and organizing information using Excel and other administrative tools.

The ideal candidate will have advanced Excel skills, a strong administrative background, and experience working in a legal or professional services environment.

Primary Responsibilities

Organize, input, and maintain intake data collected by Intake Specialists into Excel spreadsheets and internal databases.

Create, update, and manage multiple Excel workbooks and templates to track case status, client information, lead sources, and other key metrics.

Review intake notes and case details to ensure accuracy, completeness, and consistency in recorded data.

Maintain real-time tracking logs of prospective and active clients, ensuring data is categorized appropriately for attorney review.

Generate reports and summaries based on intake data for internal use and performance tracking.

Support legal and intake teams by preparing organized summaries and spreadsheets for attorney consultations and follow-ups.

Flag incomplete or inconsistent data and coordinate with Intake Specialists to resolve any discrepancies.

Assist in refining and improving data collection workflows and Excel templates to enhance efficiency.

Handle administrative duties related to document tracking, electronic filing, and secure data storage.

Ensure compliance with privacy and confidentiality policies at all times.