Receptionist / Intake Specialist

Legal Intake Specialist

Phillips & Associates is currently seeking a highly organized and detail-oriented Legal Intake Specialist to join our team. As a Legal Intake Specialist, you will play a crucial role in assisting clients with their initial inquiries and facilitating the intake process. If you have excellent communication skills, a strong understanding of legal procedures, and a passion for providing exceptional client service, we would love to hear from you.

Responsibilities:

• Conduct initial client consultations and intake interviews to gather relevant information regarding their legal matter.
• Record and document client information accurately and thoroughly in our case management system.
• Assist clients in completing necessary forms and paperwork, ensuring compliance with legal requirements.
• Collaborate with attorneys and legal staff to ensure seamless transition from intake to case management.
• Provide clients with accurate and timely information regarding their case status, procedures, and next steps.
• Maintain confidentiality and handle sensitive client information with the utmost discretion.
• Identify potential legal issues and escalate them to the appropriate attorneys or legal professionals.
• Follow up with clients to collect missing information, schedule appointments, or provide updates as necessary.
• Assist in managing and organizing the intake department's administrative tasks, such as filing, data entry, and document management.

Qualifications:

• Bachelor's degree in Legal Studies or related field is preferred.
• Prior experience in a legal intake or client services role is highly desirable.
• Excellent interpersonal and communication skills, with the ability to engage and empathize with clients effectively.
• Strong organizational skills and attention to detail to ensure accurate and complete documentation.
• Knowledge of legal terminology, procedures, and case management systems is advantageous.
• Ability to prioritize tasks, multitask, and meet deadlines in a fast-paced environment.
• Proficiency in using computer systems and software for data entry and documentation.
• Maintain a professional and courteous demeanor while interacting with clients and colleagues.
• Ability to handle sensitive and confidential information with integrity and discretion.
• Bilingual proficiency in English and Spanish is a plus.

If you are seeking a rewarding opportunity to make a difference in clients' lives while working in a dynamic legal environment, we encourage you to apply. We look forward to reviewing your application and considering you for the Legal Intake Specialist position at Phillips & Associates.

This is an in-person role, located in our office at 45 Broadway, New York. NY, 10006, and the hours are 10am-7pm, Monday through Friday.

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