Job Description
Intake Specialist The candidate will be responsible for gathering information necessary to determine what services might be needed and guiding the potential client to the right area by asking thoughtful and relevant questions. Coordinating with the potential new client to collect documents relative to the new matter and schedules time with the appropriate attorney for a discussion. Answering inbound calls or other communications from potential new clients. Communicating, either verbally or in writing, asking probing and targeted questions to ascertain legal needs. Collecting contact and other information and entering it into the firm’s client relationship management system. Scheduling appointments and telephone calls; following up as needed to confirm or reschedule appointments. Working closely with executive assistants and case managers to transfer new intake files to attorneys. Preparing and handling client intake meeting paperwork and documents. Following up with attorneys to determine if any cases have been referred. Handling all client intake relations. Providing client intake reports as requested. Providing back-up assistance to the receptionist by answer incoming calls, greeting guests and setting up conference rooms. Performing other work-related duties as assigned. Associate’s degree in business, hospitality, marketing or related discipline is required. Bachelor’s degree is preferred. Some college degree with 5-7 years relevant experience may replace a degree. Should have 2 years of professional job experience; preferably in a law firm setting.
