Legal Intake Specialist

Overview

Our law office is growing fast, and we’re searching for a full-time legal intake specialist to help us succeed! You’ll serve as the compassionate voice of our law firm, fielding inbound calls from prospective clients in their time of need, screening and surveying for potential cases, and helping our lawyers manage their meetings. If the thought of coming to work every day and making a positive impact on clients’ lives excites you, start your application today!

• Evaluate prospective client inquiries and phone calls, analyzing their case fit and making sure they feel seen and heard
• Coordinate awareness initiatives and foster relationships with other attorneys alongside the marketing team in order to help grow our prospective client base
• Take charge of various office tasks such as email correspondence, document management, data organization, and research to make sure our firm is running at peak efficiency
• Collect paperwork and enter data into our case management system to ensure a smooth onboarding for new clients and tidy management of case files
• Book consultations for prospective clients with our lawyers to expand our caseload and ensure meeting schedules are accurate

• Proficiency with Microsoft Office products, especially Microsoft Excel
• High school diploma or equivalent needed, while a Bachelor’s degree is desired
• Firm knowledge of spreadsheet and data management, as well as computer skills
• Background in the legal industry preferred
• Sales or customer service experience highly valued