Intake Manager

4 weeks ago

Newport Beach, United States Ascendion Full time

About Us:

We are a prestigious personal injury law firm located in the heart of Newport Beach, CA. With a dedication to serving our clients with compassion, expertise, and relentless advocacy, we have earned a reputation for excellence in the legal community. We specialize in representing individuals who have been injured due to the negligence of others, providing them with the highest quality legal representation and support.

Position Overview: We are seeking a dynamic and experienced Intake Manager to join our team. The Intake Manager will play a critical role in the firm's success by managing the intake process for new clients. This role requires exceptional communication skills, attention to detail, and the ability to empathize with individuals who have been injured and are seeking legal assistance. The Intake Manager will be responsible for ensuring that each client receives personalized attention and guidance from the moment they first contact our firm.

Responsibilities:

  • Respond promptly and courteously to inquiries from potential clients via phone, email, and in-person visits.
  • Conduct initial consultations with potential clients to gather information about their case and assess their eligibility for representation.
  • Manage and organize client intake paperwork and documentation.
  • Coordinate with attorneys and legal staff to assign cases and ensure a smooth transition from intake to representation.
  • Provide compassionate support and guidance to clients throughout the intake process, addressing their questions and concerns with professionalism and empathy.
  • Maintain accurate and up-to-date records of all client interactions and case information.
  • Collaborate with marketing and outreach teams to develop strategies for attracting new clients and maximizing intake opportunities.

Qualifications:

  • Previous experience in a legal intake or client services role, preferably in a personal injury law firm.
  • Strong communication and interpersonal skills, with the ability to build rapport and establish trust with clients.
  • Excellent organizational skills and attention to detail.
  • Ability to multitask and prioritize tasks in a fast-paced environment.
  • Proficiency in Microsoft Office and experience with legal case management software is a plus.
  • Bilingual proficiency (English/Spanish) is desirable but not required.

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