Stephanie Marx

Client Intake Specialist / Paralegal

Stephanie Marx is often the first point of contact for prospective clients. As Client Intake Specialist and Paralegal, she manages the intake process from initial consultation scheduling through file opening, gathers key background and financial information, and helps guide clients through the early stages of their matters with clarity and responsiveness. She also assists with case support and documentation, ensuring a seamless and organized experience from the outset.

Prior to joining the firm, Stephanie worked as an office administrator at a mortgage company, where she was responsible for managing operations, coordinating client communications, and overseeing complex documentation processes. This experience provided her with extensive exposure to client-facing services, financial documentation, and high-volume administrative workflows.

Stephanie’s background in this structured, detail-oriented environment enables her to provide clients with a professional, organized, and supportive intake experience, ensuring they feel informed and at ease from their first interaction with the firm.