Intake Specialist

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Intake Specialist
The candidate should have experience in assisting an attorney, either as a clerk or paralegal. Screen telephone calls before scheduling an attorney-client consultation. Persistently monitor all potential new client inquiries (email, internet, phone and referrals). Immediately contact every potential client and establish relationship with client. Follow up with pending inquiries. Update logs and reporting systems to reflect status of all potential new clients. Conduct potential new client interviews with genuine empathy and compassion. Schedule appointments for potential clients. Take accurate notes during the attorney-client initial consultation. Collaborate with our attorneys to complete the initial consultation process. Assist attorneys with administrative tasks related to opening new cases and maintaining databases. Follow instructions from the supervising attorney and perform accordingly. Write emails, transcribe notes, research legal documents, fax, copy, and create spreadsheets (can maintain complex spreadsheets). Should be bilingual (English/Spanish) with full proficiency. Must have 3-5 years of New Business Intake/Conflicts experience in a law firm setting. Case Management software experience is a major plus. Management experience is required.

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