Client Intake Specialist

Job Overview

We are seeking a dynamic and detail-oriented Client Intake Specialist to join our legal team. In this vital role, you will serve as the first point of contact for prospective clients, guiding them through the intake process with professionalism and empathy. Your energetic approach will help build strong relationships from the outset, ensuring clients feel heard, supported, and confident in our services. The ideal candidate will possess excellent organizational skills, a passion for legal research and administrative support, and a proactive attitude to manage multiple priorities efficiently. This paid position offers an exciting opportunity to develop your legal administrative expertise while contributing to impactful legal work across diverse practice areas.

Responsibilities

• Greet prospective clients warmly via phone, email, or in person, establishing a positive first impression.
• Conduct thorough interviews to gather essential case information and understand client needs across various legal disciplines such as estate planning, environmental law, family law, immigration law, and more.
• Collect and review relevant documents, ensuring accuracy and completeness for case intake.
• Utilize legal case management systems and document management software like iManage, PCLaw, Westlaw, LexisNexis, and UCC law databases to organize client information efficiently.
• Assist with legal research and document review to support attorneys in preparing cases.
• Manage data entry tasks meticulously while maintaining confidentiality and compliance with privacy standards.
• Coordinate with attorneys and paralegals to facilitate seamless case progression through effective communication and organization.
• Provide executive administrative support by scheduling appointments, managing calendars, and handling correspondence with professionalism.
• Maintain organized filing systems—both digital and physical—ensuring easy retrieval of client records and legal documents.
• Demonstrate excellent phone etiquette when communicating with clients, vendors, or external agencies.
• Support the team in proofreading legal documents, transcriptions, contracts, and other materials for accuracy and clarity.
• Engage in ongoing research related to various practice areas such as securities law, tribal law & regulations, patent law, workers' compensation law, personal injury law, landlord-tenant law, and more to stay informed of relevant legal developments.

Requirements

• Proven experience in legal administrative roles or as a paralegal with familiarity across multiple practice areas including estate planning, environmental law, family law, immigration law, securities law, patent law, workers' compensation law, personal injury law, or litigation support.
• Strong organizational skills with the ability to manage multiple priorities efficiently in a fast-paced environment.
• Excellent research skills utilizing Westlaw, LexisNexis, iManage or similar platforms to gather pertinent legal information.
• Proficiency in legal case management software such as PCLaw or document management systems like iManage is highly desirable.
• Exceptional written communication skills for drafting correspondence and proofreading legal documents accurately.
• Effective interviewing skills to extract detailed case information from clients sensitively and professionally.
• Experience with data entry tasks combined with meticulous attention to detail ensures high-quality record keeping.
• Knowledge of clerical procedures including filing systems (digital and physical), document review processes, and transcription tasks.
• Strong phone etiquette coupled with excellent interpersonal skills to foster trust and rapport with clients from diverse backgrounds.
• Ability to adapt quickly to new technologies such as Westlaw or LexisNexis for research purposes.
• Prior experience supporting attorneys or legal teams within a busy law office environment is preferred. Join us as a Client Intake Specialist where your enthusiasm for helping others combined with your organizational prowess will make a meaningful difference in our clients' lives while advancing your career in the legal field

Job Types: Full-time, Part-time, Contract

Pay: $ $25.38 per hour

Benefits:

• Health insurance
• Paid time off

Work Location: Remote