Legal Intake Specialist

7 days ago

Chicago, IL, United States Costa Ivone LLC Full time

Growing PI & Workers Compensation Law firm seeks Legal Intake Specialist. A legal intake specialist serves as the first point of contact for prospective clients and forms relationships with professionals in similar roles at other firms to provide and receive referrals as needed. Responsibilities: Some key legal intake specialist job duties are: • Interviewing prospective clients by phone and email to become familiar with their cases • Notating case-relevant information • Evaluating prospective clients’ claims to determine whether they’re in line with the areas of practice and experience of the firm • Entering client information into the Law Firm’s software application • Performing administrative support tasks as assigned as well as creating their own follow-up tasks to assist with their duties • Obtaining Signed Retainers Qualifications: • To excel as a Legal Intake Specialist, you should possess exceptional customer service skills to ensure prospective clients feel valued and welcomed • Demonstrating a high level of empathy in all communications with potential clients is essential for this role • Strong listening skills are crucial to fully grasp the details of clients' claims accurately • The ability to conduct effective interviews during accident investigations is a key requirement for the position • Excellent written and oral communication skills are necessary to explain the next steps clearly and to draft precise client profiles • Organizational skills are vital to manage prospective client information efficiently, monitor lead statuses, and update lead information as required • Being able to multitask effectively is important in swiftly handling multiple inquiries • Proficiency in Microsoft Office, Windows operating system, and Outlook email is a must-have for this role • Preference will be given to candidates with prior experience in a similar position Compensation: $21 - $27 hourly

• Some key legal intake specialist job duties are: • Interviewing prospective clients by phone and email to become familiar with their cases • Notating case-relevant information • Evaluating prospective clients’ claims to determine whether they’re in line with the areas of practice and experience of the firm • Entering client information into the Law Firm’s software application • Performing administrative support tasks as assigned as well as creating their own follow-up tasks to assist with their duties • Obtaining Signed Retainers

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