Legal Intake Specialist

JLM HR Consulting, LLC is seeking a Legal Intake Specialist who will serve as the first point of contact for prospective clients. This role involves gathering detailed information, assessing potential cases, and ensuring a smooth onboarding process for clients.

Responsibilities

• Serve as the initial contact for prospective clients via phone, email, and online inquiries
• Conduct thorough intake interviews to gather relevant facts, and background information
• Evaluate potential cases based on firm guidelines and escalate qualified leads to attorneys
• Accurately enter and maintain client information in case management systems (e.g., Clio)
• Schedule consultations and coordinate attorney calendars
• Communicate clearly and empathetically with clients, often during stressful or sensitive situations
• Follow up with prospective clients to ensure engagement and completion of intake process
• Maintain confidentiality and handle sensitive legal information with discretion
• Track and report on intake metrics (conversion rates, lead sources, etc.)
• Collaborate with attorneys and administrative staff to improve intake workflows and processes
• Assist with other administrative duties as necessary (answering phone, reception, etc.)

Skills

• Strong interpersonal and communication skills, with the ability to build rapport quickly
• Excellent organizational skills and attention to detail
• Ability to manage multiple inquiries and prioritize effectively
• High level of professionalism and discretion when handling confidential information
• Strong problem-solving skills and sound judgment in evaluating potential cases
• Prior experience in customer service preferred
• Comfort working with case management software (experience with Clio or similar systems a plus)

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