Legal Intake Specialist

Job Summary
We are seeking a proactive and detail-oriented 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, managing initial inquiries and gathering essential information to facilitate effective case assessment. Your energetic approach and exceptional organizational skills will help streamline the intake process, ensuring that each client receives prompt, professional, and compassionate service. This paid position offers an exciting opportunity to develop your legal administrative expertise while supporting a wide range of legal disciplines.

Responsibilities

• Conduct initial client interviews via phone or online platforms, gathering comprehensive case details across various legal practice areas such as estate planning, family law, personal injury, and more
• Manage and prioritize incoming inquiries efficiently using legal case management systems like Clio Grow, Clio Manage, or Document Management Systems
• Review and analyze client documents for completeness and accuracy, including legal research and document review tasks using Westlaw or LexisNexis
• Coordinate with attorneys and paralegals to ensure timely follow-up on client cases and inquiries
• Maintain meticulous records of all interactions, ensuring compliance with confidentiality standards and data entry protocols
• Assist with administrative duties such as filing, document management, proofreading, transcription, and data entry to support daily office operations
• Provide exceptional phone etiquette and organizational skills to create a welcoming experience for clients seeking legal assistance

Skills

• Strong knowledge of diverse legal fields including estate planning, environmental law, UCC law, immigration law, landlord-tenant law, family law, banking law, bankruptcy law, workers' compensation law, personal injury law, litigation, contracts, and more
• Experience with legal case management software such as Clio or document management systems like iManage or Westlaw
• Proficiency in conducting legal research using LexisNexis or Westlaw to support case development
• Excellent interviewing skills combined with strong writing skills for legal drafting and proofreading
• Demonstrated ability to manage multiple projects with effective organizational skills and attention to detail
• Background in paralegal work or legal administrative experience is highly preferred
• Familiarity with clerical tasks including filing, data entry, document review, transcription, and document management systems
• Exceptional communication skills with professional phone etiquette and organizational abilities to handle high-volume inquiries efficiently

Join us in a role that empowers you to make a meaningful difference by connecting clients with the legal support they need. This is an engaging opportunity for those passionate about law administration who thrive in fast-paced environments!

Pay: $18.00 - $23.00 per hour

Work Location: In person