Legal Intake Administrator

Job Title

Intake Administrator

We are seeking a detail-oriented and highly organized Intake Administrative Assistant to support our intake department and serve as the first point of contact for prospective clients. The ideal candidate will have experience in a legal or professional office environment, strong administrative and communication skills, and the ability to manage a high volume of calls, documents, and client information with accuracy and confidentiality.

This role is essential to ensuring a smooth and efficient intake process while providing compassionate and professional service to clients.

• Client Intake Processing:
  Conduct initial client intakes, gather required information and documentation, and ensure intake forms are completed accurately and efficiently.
• Client File Management:
  Create, organize, and maintain electronic intake files, ensuring all client information and documents are complete, accurate, and up to date.
• Communication:
  Communicate professionally and compassionately with prospective clients, existing clients, and internal legal staff regarding intake status and next steps.
• Scheduling & Follow-Up:
  Schedule consultations and appointments, track intake deadlines, and ensure timely follow-up with clients regarding missing information or documentation.
• Administrative Support:
  Provide administrative support to the intake and legal teams, including data entry, document preparation, and general office tasks as needed.
• Confidentiality & Compliance:
  Handle sensitive and confidential client information with care and in accordance with firm policies and privacy requirements.

• Education:
  
  High school diploma or equivalent required.
• Experience:
  
  2+ years of administrative experience, particularly in a legal setting, is preferred but not required.
• Technical
  
  Skills:
  
  Proficiency in using office software (e.g., Microsoft Office).
• Experience with legal records software is a plus.
• Communication
  
  Skills:
  
  Excellent verbal and written communication skills, with the ability to interact professionally with attorneys, staff and clients.
• Bilingual is a plus.
• Time Management:
  Ability to prioritize tasks and manage time effectively in a fast-paced legal environment.
• Confidentiality:
  Demonstrated ability to handle confidential and sensitive information with discretion and integrity.

Full-time.