Legal Intake Specialist

Our rapidly growing law practice is seeking a full-time legal intake specialist to join our team! You’ll survey prospective clients and empathize with them on the details of their case, manage new client onboarding and data entry, and help our lawyers book and manage their appointments. We’ll provide the training and resources to help you flourish in your role on a tight-knit, supportive, and passionate legal team. If you have prior customer service experience, great communication skills, and a passion for helping others, apply today! Responsibilities: • Help foster prospective client streams by providing input into awareness and law firm partnerships initiatives alongside the marketing team • Perform miscellaneous clerical tasks as needed, including transcription, research, spreadsheet management, and email writing to ensure operational efficiency • Supervise new client onboarding and current client files through data entry and paperwork collection to ensure our cases are managed efficiently • Book consultations for prospective clients with our lawyers to expand our caseload and ensure meeting schedules are accurate • Interviewing prospective clients by phone and email to become familiar with their cases • Conducting basic research to investigate whether prospective clients’ claims have merit • Evaluating prospective clients’ claims to determine whether they’re in line with the areas of practice and experience of the firm • Scheduling initial consultation appointments with attorneys for promising potential candidates • Onboarding new clients by filling out necessary paperwork and putting together initial case files • Entering client information into computer systems • Networking with law firms in other areas of specialty to grow referrals • Performing administrative support tasks as assigned Qualifications: • Strong computer and data entry skills • Sales or customer service experience highly valued • Previous experience with CRM and case management software desired • Previous legal experience a plus • High school diploma or equivalent required; Bachelor’s degree preferred Compensation: $40,000

• Interviewing prospective clients by phone and email to become familiar with their cases • Conducting basic research to investigate whether prospective clients’ claims have merit • Evaluating prospective clients’ claims to determine whether they’re in line with the areas of practice and experience of the firm • Scheduling initial consultation appointments with attorneys for promising potential candidates • Onboarding new clients by filling out necessary paperwork and putting together initial case files • Entering client information into computer systems • Networking with law firms in other areas of specialty to grow referrals • Performing administrative support tasks as assigned

Compensation:
$40,000 per year