Legal Intake Specialist

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Requirements:

• At least 2 years of experience in a legal intake, customer service, or administrative role within a law firm or related field.
• Strong verbal and written communication skills in English.
• Experience handling confidential information with professionalism.
• Familiarity with case management software (Clio, MyCase, or similar is a plus).
• Ability to assess client needs and determine case eligibility.
• Strong attention to detail and data accuracy.
• Proficiency in Microsoft Office (Word, Excel, Outlook) and Google Workspace.
• Ability to multitask and work independently in a fast-paced environment.

Responsibilities:

• Serve as the first point of contact for potential clients via phone, email, and chat.
• Conduct initial client screenings by gathering relevant case details.
• Accurately enter client information into the case management system.
• Assess case viability based on established firm criteria and provide recommendations.
• Schedule consultations and follow-up with prospective clients.
• Provide basic information about legal services and address client inquiries.
• Ensure compliance with firm policies and confidentiality regulations.
• Collaborate with attorneys and legal staff to streamline the intake process.
• Maintain organized records of client interactions and follow-up activities.