Legal Intake Specialist

McBride Legal Group • Stuart, FL

413d • $31,200 - $35,360

About The Position

The Legal Intake Specialist at McBride Legal Group is responsible for managing the initial contact with potential clients, ensuring a smooth intake process, and maintaining effective communication throughout. This role is crucial in qualifying leads and transitioning clients to the legal team, all while upholding the firm's commitment to customer service and excellence.

Requirements

• Strong communication skills (written and verbal)
• Detail-oriented
• Highly organized
• Empathy-driven with a knack for customer service and sales
• Proficient in Microsoft Office
• Comfortable managing confidential information with integrity
• Administrative experience
• Technical writing
• Proofreading
• Associate's degree
• Paralegal experience

Responsibilities

• Qualify leads with empathy, asking insightful questions to ensure our team can support each client effectively.
• Guide potential clients by sending representation forms and maintaining clear, supportive communication throughout the intake process.
• Seamlessly transition signed clients to our legal team for immediate assistance.
• Keep our case management system updated, ensuring accurate records and timely updates on each lead.
• Collaborate with referral partners, providing prompt updates to strengthen relationships.
• Take any intake issues with a proactive, client-focused approach.

Benefits

• Wellness program
• Health insurance
• Dental insurance
• 401(k)
• Paid time off
• Vision insurance
• Professional development assistance
• Opportunities for advancement
• Life insurance
• Retirement plan
• Paid sick time

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: Associate degree