Legal Intake Specialist In Office

Are you passionate about helping people and creating a positive first impression? Sudden Wealth Protection Law is seeking a Legal Intake Specialist to join our dedicated team in Phoenix, AZ. As the first point of contact for prospective clients, you will play a pivotal role in ensuring smooth client onboarding and setting the tone for exceptional legal service. We offer a competitive hourly salary of $17–$20, along with opportunities for growth and professional development. Why Join Us?
• Be part of a reputable law firm that prioritizes client care and excellence in legal services.
• Work in a supportive environment that values your contributions and encourages professional growth.
• Gain hands-on experience working under seasoned attorneys, as well as our experienced Chief Marketing Officer (CMO) and Chief Operating Officer (COO), who will provide mentorship to help you advance your skills.
• Enjoy competitive pay with room for advancement within the firm. Take the first step toward a rewarding career in the legal field. Apply today to become a vital member of our team at Sudden Wealth Protection Law. To Apply:
• Complete the DISC assessment
• Complete the 3 Screening questions (including the MS Word skills Test)
• We will reach out to coordinate an interview. Responsibilities:
• Client Intake Management: Serve as the primary point of contact for prospective clients, gathering essential information about their legal needs with empathy and professionalism.
• Case Screening: Conduct preliminary assessments to determine case viability and ensure alignment with the firm's practice areas.
• Data Entry & Documentation: Accurately record client details and manage case files using legal case management software.
• Appointment Coordination: Schedule consultations between clients and attorneys, ensuring efficient use of time and resources.
• Client Relationship Building: Provide compassionate support to clients by addressing questions, explaining procedures, and maintaining regular communication throughout the intake process.
• Administrative Support: Perform clerical tasks such as managing spreadsheets, handling email correspondence, and organizing documents to support the legal team.
• Technology Utilization: Leverage legal technology tools (e.g., CRM systems) to improve workflows and enhance efficiency.
• Proactive Problem-Solving: Understand the goals behind assigned tasks or projects, ask insightful questions when needed, and take ownership of delivering results. Qualifications: Required Skills:
• Strong communication skills with the ability to convey information clearly and empathetically.
• Excellent organizational abilities to manage the scheduling and planning of different tasks and projects effectively and efficiently.
• A passion for attention to detail to ensure accurate data entry and documentation.
• Proficiency in Microsoft Office Suite (Word, Excel) and familiarity with CRM or legal case management software. Bonus points if you have experience with Lawmatics.
• High-level listening skills are required to understand client needs effectively.
• A self-starter mindset—capable of identifying opportunities for improvement without waiting for direction. Preferred Qualifications:
• Previous experience in customer service, sales, or a legal environment (e.g., legal assistant or paralegal roles).
• Knowledge of legal terminology and processes is highly desirable.
• Previous experience in client-facing sales or marketing roles. Compensation: $17 - $20 hourly

• Client Intake Management: Serve as the primary point of contact for prospective clients, gathering essential information about their legal needs with empathy and professionalism.
• Case Screening: Conduct preliminary assessments to determine case viability and ensure alignment with the firm's practice areas.
• Data Entry & Documentation: Accurately record client details and manage case files using legal case management software.
• Appointment Coordination: Schedule consultations between clients and attorneys, ensuring efficient use of time and resources.
• Client Relationship Building: Provide compassionate support to clients by addressing questions, explaining procedures, and maintaining regular communication throughout the intake process.
• Administrative Support: Perform clerical tasks such as managing spreadsheets, handling email correspondence, and organizing documents to support the legal team.
• Technology Utilization: Leverage legal technology tools (e.g., CRM systems) to improve workflows and enhance efficiency.
• Proactive Problem-Solving: Understand the goals behind assigned tasks or projects, ask insightful questions when needed, and take ownership of delivering results.