Legal Intake Specialist *Proficient in ClIO*

<Job Summary>
We are seeking a dynamic and detail-oriented Legal Intake Specialist to join our legal team. In this vital role, you will serve as the first point of contact for prospective clients, efficiently gathering essential case information inputing it into Clio, setting up workflows so the offices have the leads and then close the loop with the client after the fee agreement is sent. Your energetic approach and exceptional organizational skills will help streamline client intake processes, ensuring a positive experience for clients while supporting attorneys in case management. This paid position offers an exciting opportunity to develop your legal administrative expertise in a fast-paced, collaborative environment dedicated to justice and service.

<Responsibilities>

• Conduct engaging and professional interviews with prospective clients to collect comprehensive case details across cases like in criminal defense and personal injury law, and more.
• Evaluate initial case information to determine eligibility and appropriate next steps, coordinating with attorneys or legal teams as needed.
• Manage and maintain accurate client records using document management systems like CLIO,, LexisNexis, and other legal research tools.
• Operate CLIO efficiently in support of a team with multiple offices and personalities.
• Handle administrative tasks such as data entry, filing, document review, proofreading, and maintaining organized case files to ensure seamless workflow.
• Provide excellent phone etiquette and client service during intake calls while managing multiple priorities efficiently.
• Be a GREAT team player and help eve including yourself achieve their goals.

<Qualifications>

• Strong interviewing skills with the ability to gather detailed information clearly and professionally.
• Proficiency in CLIO GROW and creating workflows and templates within CLIO GROW.
• Knowledge of legal case management software including CLIO ; familiarity with contracts and document review processes is a plus.
• Excellent organizational skills with keen attention to detail; ability to manage multiple cases simultaneously while maintaining accuracy.
• Effective communication skills paired with professional phone etiquette and interpersonal abilities.
• Ability to perform data entry accurately and support clerical tasks efficiently within a busy law office environment.
• Prior experience working with various practice areas such as immigration law, criminal defense, and personal injury.
• Join us in making a meaningful difference by supporting our clients through compassionate engagement and meticulous organization! This role offers an engaging opportunity for individuals eager to grow their legal administrative expertise while contributing to impactful work across multiple legal disciplines.

Job Type: Full-time

Pay: $23.73 - $28.58 per hour

Expected hours: 40 per week

Benefits:

• 401(k)
• Work from home

Work Location: Remote