Legal Intake Specialist

3 weeks ago

Phoenix, Arizona, United States Sudden Wealth Protection Law Full time


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.

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