What are the responsibilities and job description for the Legal Intake Specialist position at Porter Law Firm?
Company Description
Porter Law Firm, established in 2009, offers a full range of business and real estate legal services in Houston, TX. The firm's experienced attorneys handle real estate, civil, business, and commercial litigation matters with a personalized, hands-on approach to representation. Clients benefit from a strategic partner committed to understanding their needs.
Role Description
This is a full-time on-site role for a Legal Intake Specialist at Porter Law Firm in Houston, TX. The Legal Intake Specialist will be responsible for communication with clients, client intake processes, providing excellent customer service, handling matters, and demonstrating strong interpersonal skills in a legal setting.
Qualifications
- Excellent Communication and Interpersonal Skills
- Experience in Client Intake and Customer Service
- Ability to multitask and prioritize tasks effectively
- Strong attention to detail and organizational skills
- Previous experience in a legal setting is a plus
- Perform follow-up calls / emails / texts to potential clients.
- Prepare and send new client paperwork and correspondence; follow up with potential clients to obtain required documents or information to complete the intake process.
- Relay decision to decline to potential clients once case has been rejected by Intake or an attorney.
- Maintain meticulous records in firm case management system updating Matters as tasks are completed.
- Assist other departments if needed.
- Perform other duties as assigned by management.
Qualifications :
