Client Intake Coordinator

G10 Law, APLC is a boutique AV-Rated real estate, land use, and litigation law firm seeking to hire a full-time Client Intake Coordinator. We offer a positive, yet challenging, work environment that is an excellent opportunity for someone who wants to further their growth and development. This position is on-site in our Carlsbad office.

Client Intake Responsibilities

• Act as the first point of contact for potential clients, providing a professional and courteous initial experience.
• Conduct initial intake interviews to understand client needs, answer questions, and guide them through the intake process.
• Assess and screen potential clients to ensure they align with the firm's practice areas and objectives.
• Gather, verify, and record detailed client information, including contact information, matter details, and other necessary documentation.
• Ensure that all client information is accurately entered into the firm's case management system.
• Review and follow up on all intake forms for completeness and compliance with the firm's guidelines.
• Coordinate with attorneys and other legal staff to determine matter viability and align potential clients with the appropriate resources.
• Schedule initial consultations for prospective clients, coordinating availability with attorneys and ensuring prompt follow-up. Confirm consultation appointments and provide clients with any preparatory information or documentation required for their meetings.
• Communicate client needs and expectations to relevant departments, facilitating smooth handoffs between intake and legal teams.
• Complete the matter closing process upon conclusion of client matters, including preparing and sending closing letters, updating case management systems, and ensuring proper file retention procedures are followed.
• Assist with other administrative duties as needed.

Requirements:

• Bachelor's degree required
• Prior experience in a law firm, legal services, or professional office setting preferred
• Professional demeanor, dress, and speech essential
• Strong work ethic with the ability to manage tasks independently and cooperatively
• Excellent writing, editing, analytical and communication skills
• Exceptional organizational and follow-up skills with an attention to detail
• The ability to multitask at a high level, showing resourcefulness and the ability to problem solve
• Excellent working knowledge of Microsoft Office (Outlook, Word, PowerPoint and Excel)

Benefits:

• Competitive salary
• Health insurance offered after a probationary period, including medical, dental and vision
• Paid vacations, sick leave, and holidays
• 401k after probationary period
• Discretionary bonuses may be provided

All inquiries kept strictly confidential. Please email your resume and salary requirements. Principals only. Recruiters please do not contact this job poster. Do not contact us with unsolicited services or offers. Equal Opportunity Employer.

Salary

• $24 - $28/hour