Legal Intake Coordinator

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

• Evaluate prospective client inquiries and phone calls, analyzing their case fit and making sure they feel seen and heard
• Set appointments for potential clients that meet our criteria to keep our lawyers’ schedules organized and grow our caseload
• Supervise new client onboarding and current client files through data entry and paperwork collection to ensure our cases are managed efficiently
• Work with marketing to collaborate on outbound sales tactics and partnerships with other law firms in order to help bring in new cases
• Perform miscellaneous clerical tasks as needed, including transcription, research, spreadsheet management, and email writing to ensure operational efficiency

• High school diploma or equivalent required;
  Bachelor’s degree preferred
• Previous customer service or sales experience preferred
• Possesses outstanding communication skills and sense of empathy
• CRM and case management software experience a plus
• Proficiency with Microsoft Office products, especially Microsoft Excel
• Solid data entry, spreadsheet management, and computer skills
• Previous legal experience a plus

A legal intake specialist receives and qualifies new and prospective clients for law firms. They are responsible for managing the processes of onboarding new clients and evaluating incoming streams of claims and potential clients both on the phone and in person. A legal intake specialist works with lawyers to schedule meetings, coordinate screening surveys and collect paperwork, and may work with marketing to provide support on outbound lead generation initiatives.

Legal intake specialists monitor the phones at the office at a law firm.