Legal Intake Specialist

Job Summary

A company is looking for an Intake Specialist to manage client inquiries and provide support in the legal intake process.

Key Responsibilities

• Manage incoming calls and digital leads from potential clients
• Screen calls to ensure potential cases meet qualifying criteria and document essential client information
• Identify opportunities for process improvements while adhering to quality standards

Required Qualifications

• Previous experience in a legal intake call center or customer service call center
• High school diploma or equivalent required; Bachelor's degree preferred
• Firm knowledge of spreadsheet and data management
• Experience with CRM and case management software is desired; Salesforce preferred
• Ability to work in a fast-paced environment with a focus on client service