Client Intake Specialist

23 hours ago


Phoenix, Arizona, United States The Matian Firm, APC Full time
Job Summary

The Matian Firm, APC is seeking a highly organized and detail-oriented Client Intake Specialist to join our team. In this role, you will be responsible for handling inbound client service requests, including appointment setting, case vetting, and general questions. You will also review every contract signed, including retainer and payment arrangements, to ensure accuracy and compliance.

Key Responsibilities:

  • Handle inbound phone calls, set appointments, and screen prospective clients.
  • Track and monitor potential new client inquiries through various channels.
  • Assist with answering customer inquiries, routing them to the proper contact or department.
  • Accurately log client information into the software database system.
  • Assist attorneys with administrative tasks related to opening new cases.
  • Conduct prospective client interviews with genuine empathy and compassion.
  • Review every contract signed, including retainer and payment arrangements.
  • Ensure proper documentation is present for all contracts.
  • File contracts through a systematic process.
  • Prepare contract summaries and issue lists for attorney review if applicable.
  • Coordinate with other departments to ensure contracts are reviewed, negotiated, and scanned.
  • Maintain computer contract database.

Requirements:

  • Bilingual (English/Spanish) with written and verbal proficiency.
  • At least 2 years of experience in intake, preferably in the legal field but not required.
  • Case management software experience is a major plus.
  • Great interpersonal skills, patience, and proactivity.
  • Ability to manage multiple responsibilities and prioritize tasks.
  • Excellent customer service attitude in fast-paced environments.
  • Excellent written and oral communication skills.
  • Good organizational skills with the ability to multitask.
  • ALL SALES EXPERIENCE (EVEN WITH NO LEGAL EXPERIENCE) ENCOURAGED TO APPLY.

The Matian Firm, APC offers a competitive compensation package, including medical, dental, and vision insurance, a 401(k) plan, and a range of benefits. We are an equal employment opportunity employer and welcome applicants from diverse backgrounds.



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