Legal Intake Specialist


Legal Intake Specialist

 

Busy, downtown, civil litigation law firm is seeking an entry-level intake specialist/receptionist to join its team. The primary role consists of fielding leads from our marketing efforts by responding to phone and web-based inquiries, and completing the initial client intake evaluation regarding possible representation. The client should hang up from your call feeling respected and heard, with a clear understanding of next steps for possible representation. Other tasks will be assigned as time permits. Training for this position will be provided. The successful candidate will be detail-oriented, patient, have a passion for protecting the rights of individuals, enjoy engaging with the public, and communicate in a cheerful and professional manner. Experience in customer service required. Preference for prior experience working in or with professional services organization. Strong organizational skills.

 

Skills Required:

  • Engaging phone presence and ability to reflect empathy, while maintaining a high level of professionalism
  • Ability to build rapport with potential clients and internally with colleagues
  • Outstanding listening skills with an ability to play back what’s been said
  • Ability to effectively respond to urgent situations that require a quick response
  • Basic understanding of legal concepts and terminology (beneficial, but not required)
  • Extremely responsive to deadlines
  • Proficient in Microsoft products, especially Outlook, Word & Excel
  • Comfortable with using or learning new software

 

Duties:

  • Manage Reception including incoming telephone calls and emails
  • Promptly respond to potential client calls and web-based inquiries
  • Manage follow up processes
  • Takes detailed, legible notes
  • Input and maintain client data and supporting documents in case management system
  • Complete client intake form
  • Onboard all new cases. Transmit intake forms to clients
  • Monitor & track intake forms from clients to ensure properly set up for legal team
  • Connecting clients to legal teams
  • Other paralegal tasks and projects when available

 

Essential Capabilities:

  • Must demonstrate the ability to maintain strict confidentiality of the firm’s internal and personnel affairs.
  • Ability to interact effectively with all levels of personnel, including firm leadership, management and support staff.
  • Ability to be a proactive self-starter, who understands the details within a much larger context and demonstrates good judgment.
  • Ability to effectively manage multiple projects simultaneously.
  • Ability to identify and solve problems, work independently, and take initiative.
  • Must be team-oriented and collaborative.
  • Must have the knowledge, background and confidence to think beyond what is asked.
  • Must exhibit high energy, enthusiasm and positive attitude; articulate and confident.

 

Salary is negotiable. No health or dental insurance. Parking provided.

Please direct all inquiries to bhmlaw1@gmail.com.

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