Legal Philadelphia, PA

Legal Support Team Member

We are looking for a highly organized Legal Support team member to join a law firm team in Philadelphia, Pennsylvania. This onsite position centers on guiding prospective clients through the intake process while helping maintain accurate administrative and financial records. The ideal candidate brings strong communication skills, sound judgment with confidential information, and the ability to keep multiple tasks moving efficiently in a legal office environment.

Responsibilities:

• Connect with prospective clients in a timely manner to gather information, answer initial questions, and support a smooth intake experience.
• Perform conflict reviews and establish new matters with accuracy so case records are opened correctly and efficiently.
• Draft and distribute engagement documentation, ensuring all required details are complete and well presented.
• Coordinate retainer requests, monitor account balances, and follow up as needed regarding funding status.
• Maintain records related to referral fee activity and help ensure supporting information is tracked properly.
• Assist with billing follow-up by reviewing outstanding balances and communicating regarding accounts receivable matters.
• Support day-to-day administrative operations by organizing intake-related materials and keeping files up to date.
• Handle sensitive client and firm information with discretion while maintaining an experienced and detail-focused approach in all communications.