Client Intake Specialist

4 weeks ago


Phoenix, Arizona, United States The Matian Firm, APC Full time
About the Role

The Matian Firm, APC is seeking a highly skilled Client Intake/Contracts professional to join our team. As a key member of our legal sales team, you will be responsible for handling inbound client service requests, including appointment setting, case vetting, and general inquiries. Your expertise will also be essential in reviewing contracts, ensuring proper documentation, and maintaining our contract database.

Key Responsibilities
  • Manage inbound client inquiries, 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 our software database system.
  • Support attorneys with administrative tasks related to opening new cases.
  • Conduct prospective client interviews with empathy and compassion.
  • Review and verify contracts, 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.
  • Coordinate with other departments to ensure contracts are reviewed, negotiated, and scanned.
Requirements
  • Bilingual (English/Spanish) with written and verbal proficiency.
  • At least 2 years of experience in intake, preferably in the legal field.
  • Case management software experience is a plus.
  • Excellent 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.
About Us

The Matian Firm, APC is an equal employment opportunity employer, committed to providing an inclusive and diverse work environment. We offer a competitive compensation package, including medical, dental, and vision insurance, a 401(k) plan, and more. If you are a motivated and detail-oriented professional looking to grow with our firm, we encourage you to apply.



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