About the Role
This role involves leading the client intake process, gathering essential case details, and ensuring compliance with internal protocols while delivering a positive initial client experience.
Responsibilities
- Conduct initial client interviews to gather case-related information
- Evaluate client eligibility for legal services based on intake criteria
- Enter client data accurately into case management systems
- Ensure compliance with confidentiality and data security standards
- Communicate clearly with clients about next steps and expectations
- Collaborate with legal teams to assign cases appropriately
- Maintain up-to-date knowledge of intake procedures and legal service offerings
- Identify and escalate urgent or high-priority cases promptly
- Follow standardized workflows to ensure consistency across intakes
- Respond to client inquiries with professionalism and empathy
- Document all interactions according to internal guidelines
- Support quality assurance reviews of intake records
- Assist in training new intake staff when needed
- Monitor intake queue to minimize response times
- Resolve discrepancies in client-submitted information
- Maintain organized digital records for easy retrieval
- Adapt communication style to suit diverse client backgrounds
- Uphold organizational standards for customer service
- Report intake metrics and trends to supervisors
- Participate in process improvement initiatives
- Ensure all required forms are collected and completed
- Verify identity and relevant documentation during intake
- Coordinate with scheduling teams for attorney consultations
- Maintain awareness of legal eligibility thresholds
- Support consistent application of intake policies
Compensation
Competitive salary based on experience
Work Arrangement
Hybrid work model with flexible scheduling
Team
Collaborative legal support environment focused on client service
What We Offer
- Opportunities for professional development
- Supportive team environment
- Structured career growth paths
- Comprehensive benefits package
- Employee assistance resources
Application Process
- Submit resume and cover letter
- Initial phone screening
- Skills assessment
- Panel interview
- Reference checks
- Offer extended upon successful completion
Not available
