Legal Intake Specialist
1 month ago
**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 fast-paced environment.
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