What are the responsibilities and job description for the Intake Specialist position at Irons & Irons, PA?
Responsibilities
- Interviewing prospective clients by phone and email to become familiar with their matter.
- Evaluating prospective clients’ claims to determine whether they’re in line with the areas of practice and experience of the firm
- Conducting basic research to investigate whether prospective clients’ claims have merit
- Entering and tracking new potential client information into Clio Grow.
- Scheduling initial consultation appointments with attorneys for promising potential candidates
- Performing administrative support tasks as assigned
- Manage incoming calls, route them to the appropriate personnel, and take messages when necessary (Backup).
Qualifications
- Legal intake or similar administrative experience preferred
- Excellent organizational skills and attention to detail
- Excellent verbal and written communication skills.
- Effective communication and phone etiquette skills
- Familiarity with document management systems and data entry
- Ability to handle multiple tasks and prioritize responsibilities
- Uphold a high standard of confidentiality and discretion
- Proficient in Microsoft Office Suite (Word, Excel, Outlook)
- Proficient in Clio Grow and/or Clio Manage, a plus
Job Type: Full-time
Pay: $16.59 - $17.17 per hour
Expected hours: 40.00 per week
Benefits:
- Health insurance
- Paid time off
- Retirement plan
Schedule:
- 8 hour shift
Work Location: In person
Salary : $17 - $17