Legal Intake Specialist

7 days ago


Phoenix, Arizona, United States Jaburg & Wilk PC Full time

Responsibilities:

  • Conduct initial interviews to gather information about the nature of the legal issue, the parties involved, and any relevant background details.
  • Screens potential client's case to determine its viability and whether it falls within the firm's practice areas.
  • Record accurate and detailed information obtained during intake interviews in the firm's database or case management system.
  • Schedule appointments for potential clients with attorneys or other legal professionals as necessary.
  • Provide information about the firm's services, fees, and processes to potential clients.
  • Maintain confidentiality and adhere to all legal and ethical guidelines governing client intake procedures.
  • Collaborate with attorneys, paralegals, and other staff members to ensure a seamless transition of cases from intake to representation.
  • Follow up with potential clients to answer any additional questions, collect missing information, or provide updates on their case status.
  • Prepare engagement letters.
  • Reception duties.
  • Communicate professionally and have a clear understanding of process and procedures.
  • May accept and process consultation payments via credit card.

Qualifications:

  • Previous experience in a legal intake or client intake role preferred.
  • Strong communication skills, both verbal and written.
  • Excellent interpersonal skills and the ability to build rapport with individuals from diverse backgrounds.
  • Attention to detail and the ability to accurately document information obtained during intake interviews.
  • Familiarity with legal terminology, procedures, and ethical standards.
  • Proficiency in using computer software and databases for data entry and case management.
  • Ability to work independently with mínimal supervision and prioritize tasks in a fastpaced environment.


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