Intake Specialist

We're looking for a detail-oriented, process-driven individual to support new client onboarding. The ideal candidate will be bilingual in English and Spanish, with strong communication skills to assist our diverse clientele.

As an Intake Specialist at our Family Law Firm, you’ll be the first point of contact for clients seeking legal assistance. Your natural follow-through will ensure that no query goes unanswered, and your empathetic approach will set the tone for their journey through the legal process. Come be a part of our close-knit team, where every conversation matters and every detail counts.

Responsibilities:

• Receive and qualify “potential new clients” (PNC) over the phone, gathering essential information about their legal matters and conveying confidence in the expertise of the firm
• Assist in the preparation of client intake documents, such as preliminary information to determine case history and ensuring accuracy and completeness of all required information
• Maintain a well-organized and up-to-date client database (PNC Intake System), entering client information accurately and confidentially
• Coordinate schedule and appointments for PNC and attorneys
• Collaborate with attorneys and support staff to facilitate a smooth transition from intake to representation
• Provide exceptional customer service by addressing client inquiries, answering phone calls, managing client appointments and following up on PNC inquiries when consults have not been set with a friendly and professional demeanor

Requirements:

• Excellent communication and interpersonal skills with the ability to establish rapport with clients and colleagues
• Bilingual, with the ability to speak fluent Spanish to potential clients
• Strong attention to detail and organizational skills to ensure accurate data entry and document preparation
• Previous customer service experience in a family law firm and/or sales and marketing preferred
• Comfortability working in a fast paced environment

Benefits:

• Medical /Dental/ Vision
• 401k with Matching
• Pet Insurance
• Professional Growth Opportunities

Other Essential Information:

• The schedule is Monday – Friday, 8:30AM – 5:00 PM. Overtime hours may be required
• The anticipated compensation range for this role is $22 - $25 per hour