Client Intake Specialist

16 hours ago

Ayala Alabang, National Capital Region, Philippines beBeeIntake Full time $8,320 - $12,380
Job Description

This role involves managing the intake process from initial inquiry to case assignment, ensuring seamless communication with potential new clients.

  • Key Responsibilities:

  • Collect and assess essential information for each client, collaborating with legal staff to ensure accurate case initiation.

  • Serve as primary point of contact for potential new clients via phone, email, and online platforms, providing exceptional customer service.

  • Prepare detailed summaries of intake interviews, facilitating clear communication between clients and attorneys.

  • Assess eligibility and legal matter suitability in coordination with supervising attorneys, upholding the highest standards of professionalism.

  • Communicate clearly and compassionately with potential new clients, setting realistic expectations and resolving any concerns they may have.

  • Schedule follow-up calls between potential new clients and attorneys at our firm where necessary, ensuring timely updates and resolution.

  • Follow up on incomplete intakes, providing timely feedback to firm attorneys and potential new clients on their intake status.

  • Prepare draft emails/letters declining representation and possibly referring to other attorneys upon instruction from attorneys at our firm.

Requirements

This role necessitates:

  • Qualifications:

  • 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 oral and written communication skills in English.

  • Familiarity with U.S. legal terminology and procedures.

  • Strong organizational skills with exceptional attention to detail, ensuring accuracy and efficiency in all tasks.

  • Proficiency in using legal practice management and CRM software (e.g., Clio, MyCase, Lawmatics, Actionstep).

  • Proficiency in Google Workspace and Microsoft Office, especially Gmail and Word documents.

  • Ability to handle sensitive and confidential information with discretion and respect.

  • Comfortable working in a fast-paced remote environment with minimal supervision, utilizing autonomy and initiative.

  • Ability to collaborate effectively with attorneys, paralegals, and other staff, fostering a team-oriented work environment.

  • Strong customer service mindset and ability to remain calm under pressure, ensuring excellent outcomes for clients and colleagues alike.

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