Client Intake Specialist

1 day ago


San Juan, National Capital Region, Philippines beBeeIntake Full time $8,320 - $12,480

We are seeking a highly organized and detail-oriented individual to fill the role of Client Intake Coordinator. This is an exciting opportunity for someone who thrives in a client-facing environment, has a strong background in legal or administrative support, and possesses excellent interpersonal and communication skills.

Job Description:

The primary responsibility of this role will be to manage the intake process from initial inquiry to case assignment. You will be responsible for collecting essential information, assessing the suitability of cases, and coordinating closely with legal staff to ensure accurate case initiation.

  • Main Responsibilities:
  • Manage the intake process, including conducting thorough interviews and gathering critical information
  • Assess the suitability of cases and coordinate with legal staff to ensure accurate case initiation
  • Provide exceptional customer service to potential clients, setting appropriate expectations and communicating clearly
  • Schedule follow-up calls between potential clients and attorneys as needed
  • Follow up on incomplete intakes and provide timely updates to firm attorneys and potential clients on their intake status
  • Draft emails/letters declining representation and possibly referring to other attorneys upon instruction from attorneys at our firm
Requirements:
  • Bachelor's Degree or Equivalent Experience: In a legal, administrative, or client service role
  • Experience: 2+ years in a legal support or client intake-related position, preferably in a law firm or legal department
  • Skills:
  • Strong oral and written communication skills in English
  • Familiarity with U.S. legal terminology and procedures
  • Strong organizational skills with exceptional attention to detail
  • Proficient in using legal practice management and CRM software (e.g., Clio, MyCase, Lawmatics, Actionstep)
  • Ability to handle sensitive and confidential information with discretion

This is an entry-level position that offers opportunities for professional growth and development in a fast-paced remote environment. If you are a motivated and detail-oriented individual with excellent communication skills, we encourage you to apply for this exciting opportunity.



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