Legal Intake Specialist

Job Description

Job Description

Do you love helping people? Are you a people person who loves getting to the heart of the matter?

We are seeking an experienced Legal Intake Specialist to join our team. This is an outstanding opportunity for a detail-oriented individual who is passionate about delivering excellent customer service in a fast-paced environment. In this role, you will be responsible for managing incoming legal matters, screening and assessing potential cases, and guiding clients through the intake process.

This position offers competitive payment, mentorship, and development opportunities, as well as a supportive team environment. If you have excellent communication and organizational skills, with a desire to provide top-notch customer service, apply today!

$45,000 - $52,000

• Professionally answer phone calls from potential new clients, ask questions to determine the root of the problem, and schedule an appointment to meet with the attorney to establish new client relationships
• Greet clients and other visitors with a smile to create a welcoming first impression
• Gather and document information from clients related to their legal needs
• Maintain and update client database with accurate records
• Assist legal professionals as needed with administrative tasks

• 2+ years of customer service experience
• Excellent written and verbal communication skills
• Proficient in Microsoft Office Skills
• Ability to quickly learn and utilize new systems
• Ability to convey confidence on the phone, with a smile
• Enjoy being in a dynamic job where no task is above or beneath you
• Minimum of a high school diploma required

We provide solutions to the legal challenges that accompany aging and disability. We are a full-service elder and special needs law firm dedicated to assisting our clients with estate planning, probate, Medicaid planning, special needs planning, and guardianship. Since its inception in 2012, our firm has had a consistent track record of growth. This has been achieved through the approach we take to the client experience. Our clients are not case or matter numbers; they are members of our community, our neighbors, and people we care deeply about. The mission of our firm is to help caregivers take care of their loved ones.