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Legal Intake Specialist

<Job Summary>
We are seeking a highly organized and proactive Legal Intake Specialist to join our dynamic legal team. In this vital role, you will serve as the first point of contact for prospective clients, efficiently managing initial inquiries and gathering essential case information. Your energetic approach and exceptional communication skills will help streamline case intake processes, ensuring a positive experience for clients while supporting attorneys with accurate data collection and case management. This paid position offers an exciting opportunity to develop your legal administrative expertise across diverse practice areas.

<Responsibilities>

  • Greet and assist prospective clients via phone, email, or in-person, demonstrating professional phone etiquette and organizational skills
  • Conduct thorough interviews to gather relevant case details across various legal fields such as estate planning, family law, immigration law, and more
  • Manage legal case management systems and document management platforms to ensure accurate data entry and file organization
  • Collaborate with attorneys and paralegals to prioritize cases, schedule consultations, and prepare necessary documentation
  • Review incoming documents for completeness and accuracy
  • Support administrative functions including filing, data entry, and maintaining organized records within law office systems

<Skills>

  • Solid knowledge of various legal practice areas including estate planning, probate, family law, and contracts
  • Familiarity with legal case management software like ActionStep and Clio and document management systems such as Zoho Sheets and Excel
  • Excellent interviewing skills combined with the ability to extract detailed information efficiently
  • Exceptional organizational skills with meticulous attention to detail in proofreading and document review
  • Ability to handle multiple tasks simultaneously while maintaining professionalism in a fast-paced environment
  • Strong written communication skills for drafting summaries and correspondence
  • Experience supporting legal teams with administrative tasks including filing, data entry, transcription, and clerical duties

Join us as a Legal Intake Specialist if you’re passionate about delivering outstanding client service while developing your comprehensive knowledge of the legal landscape. This role is perfect for motivated individuals eager to grow their paralegal experience in a collaborative environment that values initiative and professionalism.

Pay: $17.00 - $20.00 per hour

Expected hours: 10.0 – 20.0 per week

Work Location: In person

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