Intake Specialist

Fleming & Curti is seeking a client-focused, self-motivated professional to join our law firm. Our busy practice provides estate planning, probate trust administration, guardianship and conservatorship services to clients and their families. Qualified candidates must have experience working with clients on the phone and working with confidential information in a fast-paced and team-oriented environment.

The intake specialist serves as the first point of contact for potential and returning clients and is responsible for managing the entire intake process.

• Initial client contact:
  Respond promptly to inquiries from potential clients and existing clients via phone and/or email. This job is mostly phone-based work.
• Information gathering:
  Conduct initial interviews to gather relevant information regarding clients’ needs (trust administration, probate, estate planning, guardianship, and conservatorship, etc.) and create concise intake notes for attorney review.
• Data Entry:
  Accurately input client information into Clio, the Firm’s practice management database, and save documentation provided to Clio. Perform conflict checks. Create and organize electronic client files.
• Scheduling:
  Review attorney calendars and schedule initial consultations with attorneys. Coordinate schedules with conference room and Firm calendars and send appointment confirmation.
• Documentation:
  Send clients the Fleming & Curti questionnaire form and information about what they can anticipate in the initial consultation.
• Tracks pending cases:
  Monitors pending client cases on a regular basis and works closely with attorneys to manage status.
• Confidentiality:
  All sensitive client information must be handled with the utmost confidentiality and in accordance with legal requirements.

This position will provide front-desk coverage on a daily basis during lunch and as needed.

• 2+ years of customer-facing phone or intake experience required