Position Overview & Specifications

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: