Job Details
The primary responsibility of this role is to manage incoming inquiries from potential clients, which includes gathering essential information about their legal issues, and determining the appropriate course of action.
Duties
- Screens potential client's case to determine its viability and whether it falls within the firm's practice areas.
- Record accurate and detailed information obtained during intake interviews in the firm's database or case management system.
- Provide information about the firm's services, fees, and processes to potential clients.
- Maintain confidentiality and adhere to all legal and ethical guidelines governing client intake procedures.
- Collaborate with attorneys, paralegals, and other staff members to ensure a seamless transition of cases from intake to representation.
- Follow up with potential clients to answer any additional questions, collect missing information, or provide updates on their case status.
- You must also be able to interview a contact to develop a summary, collect relevant documentation, determine the level of assistance needed, and finally, either review the matter with our attorneys or decline assistance.
- Create and maintain electronic database files for Legal Intake contacts.
- Prepare and finalize new hire documents.
- Have the ability to use different search engines using Boolean logic.
Requirements- 2+ years of experience with conflicts at a law firm.
- Bachelor's degree is required.
- Experience with lateral conflicts in a law firm environment is required.
- Must be able to use Boolean Search.
- Excellent communication and interpersonal skills.
- Strong organizational abilities and attention to detail.
- Proficiency in case management systems and legal research tools
- IntApp and Aderant experience preferred.
- Knowledge of legal intake procedures and documentation requirements.
$60,000 - $70,000 a year