Paralegal/Client Intake Specialist

2 weeks ago

Los Angeles, United States Haffner Law PC Full time
Job DescriptionJob Description

Job Summary:

The Paralegal/Client specialist assists attorney(s) by providing clerical and research support services including document preparation and review; interviewing clients and witnesses; research, investigations, and fact checking; and trial preparation. The client intake work will include gathering details from prospective clients, managing new client onboarding and data entry and assisting attorneys with new client’s meetings. 

Duties/Responsibilities:

Paralegal Support

·         Meet with attorneys, clients, and other professionals to discuss assigned cases or projects.

·         Draft legal documents including routine pleadings and motions, affidavits, and interrogatories; files motions and pleadings according to judicial procedures.

·         Research and analyze statutes, regulations, legal articles, judicial decisions, and other legal sources; provides written analysis to attorneys.

·         Interview clients and witnesses and prepares summaries of their statements.

·         Prepare, organize, store, and retrieve case files, which may include evidence, exhibits, depositions, pleadings, exhibits, and other items.

·         Assist attorneys with trial preparation, which may include attending trials and hearings.

·         Develop and maintain records regarding billable hours spent on specific cases.

Client Intake Support

·         Evaluate prospective client inquiries and phone calls, analyzing their case fit and making sure they feel seen and heard.

·         Set appointments for potential clients that meet our criteria to keep our attorneys’ schedules organized and grow our caseload

·         Manage new client onboarding and current client files through data entry and paperwork collection to ensure our cases are managed efficiently

·         Work with marketing to collaborate on outbound sales tactics and partnerships with other law firms in order to help bring in new cases

·         Perform miscellaneous clerical tasks as needed, including transcription, research, spreadsheet management, and email writing to ensure operational efficiency

·         Perform other related duties as assigned.

Required Skills/Abilities:

·         Excellent verbal and written communication skills.

·         Understanding of legal language and principles, research methods, court pleadings and processes, and other related matters.

·         Excellent interpersonal and customer service skills.

·         Excellent organizational skills and attention to detail.

·         Excellent time management skills with a proven ability to meet deadlines.

·         Strong analytical and problem-solving skills.

·         Ability to function well in a high-paced and at times stressful environment.

·         Ability to maintain confidentiality, and to exercise discretion and good judgment. 

·         Proficient with Microsoft Office Suite or related software.

Education and Experience:

·         Associate degree in Paralegal Studies or related field required; Bachelor’s degree in Paralegal Studies or related field preferred.

·         Paralegal certificate required.

·         Some related experience preferred.

Physical Requirements:

·         Prolonged periods sitting at a desk and working on a computer.

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