Professional Client Intake Specialist

2 weeks ago

Porac, Philippines beBeeClientIntake Full time $8,320 - $12,380
Legal Client Intake Coordinator Job Opportunity

This role involves managing the intake process from initial inquiry to case assignment, ensuring a seamless and professional experience for every client.

The ideal candidate should be detail-oriented, tech-savvy, and capable of maintaining confidentiality while managing multiple client interactions in a remote setting.

We are seeking an organized and empathetic Legal Client Intake Coordinator to serve as the first point of contact for prospective clients. The selected candidate will play a key role in building strong relationships with potential new clients and ensuring their needs are met.

  • Manage potential new client inquiries via phone, email, and online platforms
  • Conduct thorough intake interviews via telephone to gather critical information regarding potential legal matters
  • Prepare written detailed summaries of intake interviews
  • Assess initial eligibility and legal matter suitability in coordination with supervising attorneys
  • Communicate clearly and compassionately with potential new clients, setting appropriate expectations

Requirements:

  • Bachelor's degree or equivalent experience in a legal, administrative, or client service role
  • 2+ years of experience in a legal support or client intake-related position, preferably in a law firm or legal department
  • Strong oral and written communication skills in English
  • Familiarity with U.S. legal terminology and procedures
  • Proficient in using legal practice management and CRM software
  • Ability to handle sensitive and confidential information with discretion

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