Matter Intake Representative

Job Summary

A company is looking for a Matter Intake Representative I.

Key Responsibilities

• Greet clients and pre-screen them for coverage while maintaining a warm and empathetic demeanor
• Organize and follow up on client documentation, ensuring timely communication and updates to the legal team
• Utilize various systems to create matter pages and generate litigation packets for attorney teams

Required Qualifications

• High School diploma or equivalent
• Understanding of systems such as Salesforce and PureCloud
• Must pass a criminal background check
• Ability to work 40 hours a week with reliable attendance
• Demonstrated organizational skills and attention to detail