Legal Intake Specialist

Role Overview & Responsibilities

Job Title: Legal Intake Specialist

Location: San Jose, CA

Pay Rate: $18-$22/hour on W-2 (Negotiable based on experience)

Job type: On site

Availability: ASAP

Responsibilities

The primary responsibility of a legal intake specialist is to set up and manage the processes of onboarding new and prospective clients who are a good fit for your law firm. Some key legal intake specialist job duties are:

· Interviewing prospective clients by phone and email to become familiar with their cases

· Conducting basic research to investigate whether prospective clients’ claims have merit

· Evaluating prospective clients’ claims to determine whether they’re in line with the areas of practice and experience of the firm

· Scheduling initial consultation appointments with attorneys for promising potential candidates

· Onboarding new clients by filling out necessary paperwork and putting together initial case files

· Entering client information into computer systems

· Networking with law firms in other areas of specialty to grow referrals

· Performing administrative support tasks as assigned

Qualifications

• Highly preferred languages: Punjabi & Hindi
• Customer service skills to make prospective clients feel welcome
• High-level listening skills to gain a thorough understanding of claims
• Demonstrated interviewing skills to know which questions to ask to gather more information
• Strong written and oral communication skills to explain next steps and compose client profiles for attorneys
• Basic understanding of various legal specialties to evaluate the suitability of your firm and recommend other firms as needed
• Organizational skills to keep track of prospective clients’ contact and case information
• Multitasking ability to move quickly from one inquiry to another
• Knowledge of word processor, spreadsheet, email and database software

Job Type: Full-time

Pay: $37,000.00 - $45,000.00 per year

Benefits:

• 401(k)
• Dental insurance
• Health insurance
• Vision insurance

Schedule:

• 8 hour shift

Work Location: In person