Demo

Client Service/Intake Specialist for Law Firm

Remotual
Glenview, IL Full Time
POSTED ON 1/28/2025
AVAILABLE BEFORE 3/28/2025

Client Service/Intake Specialist for Law Firm

We are seeking a dedicated and professional Client Service/Intake Specialist to join our law firm. This role is crucial in managing the initial contact with potential clients and ensuring a smooth onboarding process.

## Key Responsibilities

Client Intake:
- Serve as the first point of contact for potential clients, responding to inquiries via phone, email, and in-person
- Conduct initial client interviews, gathering essential information about their legal concerns
- Evaluate case suitability and perform preliminary conflict-of-interest checks

Information Management:
- Collect and organize client data, including personal details and case-specific information
- Enter client information accurately into the firm's case management system
- Ensure all documentation adheres to legal and confidentiality standards

Case Evaluation and Scheduling:
- Perform initial assessments of potential cases to determine their viability
- Coordinate with legal teams to provide them with necessary case details

Client Relations:
- Maintain professional and empathetic communication with clients throughout the intake process
- Provide general information about the firm's services
- Build and maintain relationships with clients, ensuring they feel supported from the first interaction

Qualifications

- Strong communication skills, both written and verbal
- Excellent attention to detail and organizational abilities
- Proficiency in word processing, spreadsheet, and database software - Clio
- Basic understanding of various legal specialties
- Ability to multitask and work efficiently in a fast-paced environment
- Customer service orientation with a compassionate and patient demeanour

What We Offer

- Competitive salary starting
- Monday to Friday work schedule
- Comprehensive benefits package including medical, dental, and vision insurance[8]
- Professional development and growth opportunities within the firm

Join our team and play a vital role in ensuring efficient case management and client satisfaction. Your contribution will be essential in maintaining our firm's reputation for excellence in client service.

Job Type: Contract

Pay: $21.00 - $35.00 per hour

Benefits:

  • Paid time off

Schedule:

  • 8 hour shift

Experience:

  • Client Service/Intake Specialist: 1 year (Required)
  • Law Firm: 1 year (Required)

Work Location: Remote

Salary : $21 - $35

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