Intake Attorney
Rincon Search•San Francisco, CA
About The Position
As an Intake Coordinator, you will be the first point of contact for potential clients. Your primary role will be to assess the viability of new cases, provide preliminary legal guidance, and ensure that each client receives excellent service from the moment they contact our firm. This role requires an understanding of personal injury and medical malpractice law, outstanding communication skills, as well as the ability to manage client relationships.
Requirements
- Licensed Attorney in California: Must be an active member in good standing with the California Bar.
- Prior experience in personal injury law is preferred.
- Excellent verbal and written communication skills, with the ability to explain complex legal issues to non-lawyers.
- Compassionate, patient, and understanding when dealing with clients who may be experiencing difficult situations.
- Ability to multitask, prioritize, and manage a high volume of incoming leads efficiently.
- Proficient in using case management software, CRM tools, and Microsoft Office Suite.
- Strong analytical skills to ensure accurate intake assessments and documentation.
Nice To Haves
- Experience in medical malpractice law
Responsibilities
- Conduct thorough intake interviews with potential clients to gather critical case information, assess legal issues, and determine whether their case meets the firm's criteria for representation.
- Analyze case details, determine legal viability, and provide potential clients with initial insights into the strength of their claim.
- Act as the first point of contact for potential clients, answering questions and addressing concerns with empathy and professionalism.
- Manage the intake process from initial contact through case acceptance, including scheduling consultations, sending required documentation, and ensuring follow-ups.
- Work closely with attorneys and staff to ensure seamless transition from intake to case handling, including briefing attorneys on potential cases.
- Maintain organized and detailed records of all intake activities, ensuring that case information is properly documented in the firm's case management system.
- Build and maintain relationships with prospective clients, providing excellent customer service to ensure a positive experience.
Benefits
- Competitive salary
- Health, dental, and vision insurance
- Paid time off (PTO) and sick leave
- Retirement plan with employer match
- Professional development opportunities
- Collaborative and supportive work environment
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
