Demo

Specialist Legal Intake

Atticus Lawyer Coaching
Lisle, IL Full Time
POSTED ON 2/24/2025
AVAILABLE BEFORE 3/23/2025
Clancy & Associates - A Premier Special Needs Law Firm

Are you driven by a desire to create a significant impact in the lives of individuals with special needs and their families? At Clancy & Associates, we are an esteemed full-service special needs law firm dedicated to delivering comprehensive legal, educational, and life planning assistance to families facing challenges related to autism, Down syndrome, mental illness, genetic conditions, and other developmental disabilities.

We don’t just offer legal services; we provide peace of mind to families and contribute to transformative life changes.

Role Overview

As a Legal Intake Specialist, you will serve as the initial point of contact for our firm, warmly welcoming prospective clients and expertly guiding them through our intake process with compassion and efficiency. Your role is essential in ensuring families receive the vital support they require by:

  • Responding to inquiries and offering detailed information about our services
  • Scheduling consultations and facilitating smooth client onboarding
  • Organizing meetings and processing essential documentation
  • Maintaining thorough and organized client records
  • Coordinating outreach initiatives, including sponsorships, presentations, and community activities

This position is well-suited for an exceptionally organized, detail-oriented, and personable professional who can manage diverse responsibilities while providing a calm and reassuring presence. Many clients seek our assistance during challenging times—your empathy and ability to create a comforting environment will be invaluable.

Why You Should Join Us

At Clancy & Associates, We Strive To Cultivate a Workplace That Fosters Appreciation, Support, And Inspiration. Here's What Makes Our Firm Exceptional

  • Meaningful Work - Contribute to families navigating complex legal and life planning issues and make a genuine difference.
  • Collaborative Environment - Collaborate with a talented all-women team that prioritizes teamwork, growth, and respect.
  • Professional Development Opportunities - We are committed to empowering our team through educational resources, professional growth, and career advancement.

Key Responsibilities

  • Client Communication - Act as the first point of contact for potential clients, gathering necessary information and addressing questions regarding our services.
  • Appointment Scheduling - Manage consultations and follow up with clients as required.
  • Administrative Support - Ensure organized case records, assist with onboarding procedures, and process final documentation.
  • Community Outreach & Events - Plan and participate in firm-sponsored presentations, fairs, and community events (6-8 annually, including evenings and occasional weekends).
  • Sponsorship & Partnership Coordination - Oversee requests and opportunities for firm sponsorships and speaking engagements.
  • Team Collaboration - Collaborate closely with attorneys and staff to ensure a seamless intake process.
  • Confidentiality & Compliance - Manage sensitive client information with utmost professionalism and confidentiality.

Required Skills

  • Compassion & Empathy - Ability to support clients with warmth and patience during challenging times.
  • Strong Communication Skills - Proficient in engaging with clients, attorneys, and staff in person, on the phone, and via email.
  • Attention to Detail - Highly organized, efficient, and able to manage multiple responsibilities simultaneously.
  • Tech-Savviness - Familiarity with legal CRM tools (Clio Grow preferred) and Microsoft Office Suite.
  • Legal Experience - Minimum of 1 years in estate planning or a comparable field.
  • Familiarity with Special Needs - Personal or professional experience with special needs communities is advantageous.

Benefits

  • Salary: \(45,000 - \)55,000 annually
  • Bonus programs & 401(k) with employer matching
  • Health, Dental, & Vision insurance
  • Paid time off & sick leave
  • Flexible scheduling (as feasible)
  • On-site health club membership & weekly team lunches

Join Us Today!

If you are seeking a collegial, warm, and enriching workplace where your contributions create a lasting impact, we encourage you to apply!

Please submit your resume along with a brief cover letter expressing your enthusiasm for this role.

No walk-ins, direct inquiries, or agency applications, please. We will carefully review all applications and contact those who best align with our needs.

Employment Type: Full-Time

Salary : $45,000 - $55,000

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