Overview
Intake Specialist Jobs in San Antonio, TX at The Cantu Law Firm
We’re seeking a sharp legal assistant for our busy law firm who can help our attorneys and paralegals assist clients and keep the office running smoothly. You’ll work with the team to prepare a variety of legal documents, and handle office correspondence like answering emails and phone calls, scheduling meetings and travel, and reminding the team of upcoming deadlines. If you’re an excellent multitasker who thrives in a fast-paced environment, we want to hear from you!
Compensation:
$52,000 – $55,000 yearly
Responsibilities:
What Success Looks Like in This Role (KPIs & Impact)
Document Preparation Efficiency – Timely and accurate drafting & filing (Goal: X documents per week)
Case Management Accuracy – Organized and up-to-date case files (Target: X cases managed per month)
Client Satisfaction – Positive client feedback & responsiveness
Deadline Adherence – Filing deadlines and case milestones met consistently
Office Organization & Compliance – Proper legal documentation & security maintained
Key Responsibilities
Legal Document Preparation & Case Management
Assist the Attorney in drafting, formatting, and filing legal documents, including deeds and trust administration documents
Track and manage case-related deadlines to ensure timely legal actions
Scan, organize, and maintain legal files in the firm’s CRM system
Prepare & maintain portfolio binders for client matters
Client Intake & Communication
Support the Client Services Director with client intake, ensuring all necessary documents and information are collected
Serve as a point of contact for clients, scheduling appointments and providing case updates
Assist in trust administration and ensure proper document filing
Administrative Support & Office Coordination
Assist in filing legal documents electronically and in hard copy
Maintain firm calendars, scheduling, and deadline tracking
Act as a backup receptionist, handling calls and inquiries professionally
Ensure strict confidentiality and security of legal information
Qualifications:
Who You Are
Detail-Oriented Organized – You thrive in a structured legal environment and can handle multiple tasks with accuracy
Excellent Communicator – Strong written and verbal communication skills for interacting with clients and legal teams
Tech-Savvy Adaptable – Comfortable learning legal software CRM systems (mentioning specific tools is a plus!)
Proactive Reliable – Take initiative, manage deadlines, and contribute to a smooth-running legal office
Professional Client-Focused – Handle sensitive legal matters with discretion, professionalism, and empathy
Requirements
2+ years of experience in a law firm or legal setting (estate planning preferred)
Proficiency in Microsoft Office Suite CRM software
Ability to manage multiple case files and deadlines effectively
Strong administrative and organizational skills
Authorization to work in the U.S.
Training Onboarding
Week 1-4: Structured training, including shadowing and hands-on practice
By Day 30: Proficient in client intake and basic legal documentation
By Day 60: Confident in case management and CRM tools
By Day 90: Independently handling assigned tasks and meeting performance goals
About Company
Imagine being the heartbeat of a busy, family-oriented estate planning law firm, where every day brings a new opportunity to make a meaningful difference in people’s lives. Envision yourself as the welcoming face and voice that reassures and guides families through some of their most important decisions.
Located in Burlingame, CA, our firm is dedicated to helping families avoid financial and legal turmoil after the loss or disability of a loved one. We are passionate about ensuring peace of mind through comprehensive estate planning and trust administration.
Title: Intake Specialist
Company: The Cantu Law Firm
Location: San Antonio, TX
