Senior Intake Specialist
2 days ago
The role of Legal Client Coordinator involves serving as the initial point of contact for prospective clients, overseeing the intake process from initial inquiry to case assignment. This entails gathering essential information, assessing suitability, and collaborating closely with legal staff.
Key Responsibilities:- Manage incoming client inquiries via phone, email, and online platforms.
- Conduct thorough intake interviews to collect critical information regarding potential legal matters.
- Prepare detailed summaries of intake interviews.
- Follow up with potential new clients regarding requested documents.
- Bachelor's degree or equivalent experience in a legal, administrative, or client service field.
- At least 2 years of experience in a legal support or client intake-related position, preferably in a law firm or legal department.
- Strong written and verbal communication skills in English.
- Familiarity with U.S. legal terminology and procedures.
- Exceptional organizational skills with attention to detail.
- Proficiency in using legal practice management and CRM software.
- Customer-focused mindset.
- Ability to remain composed under pressure.
- Knowledge of relevant data privacy regulations.
- Remote work environment with minimal supervision.
- Collaboration with attorneys, paralegals, and legal assistants.
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Intake Coordinator
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Case Intake Professional
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