Intake Specialist
Law Office of Shaun Setareh Inc•Beverly Hills, CA
•$27 - $30
About The Position
Setareh Law Group, a plaintiff-side employment law firm, is seeking a personable, organized Legal Intake Specialist to serve as the first point of contact for prospective clients. This role involves listening to workplace concerns, gathering accurate information, and coordinating attorney review of potential cases. The ideal candidate communicates with empathy, follows through consistently, and can manage a high volume of calls and inquiries while maintaining accurate records.
Requirements
- At least one year of experience in legal intake, client service, customer service, or a related role.
- Strong telephone presence and clear verbal and written communication skills.
- Excellent attention to detail, organization, and follow-through.
- Ability to handle multiple inquiries and priorities in a fast-paced environment.
- Professional judgment, patience, and empathy when working with prospective clients.
- Proficiency with Microsoft Office and the ability to learn case management software.
Nice To Haves
- Experience at a plaintiff-side employment law firm.
- Familiarity with employment-related concerns such as unpaid wages, discrimination, harassment, retaliation, and wrongful termination.
- Experience with MyCase, Clio, or similar intake and case management platforms.
- Bilingual English/Spanish proficiency.
Responsibilities
- Respond promptly to prospective client inquiries by phone, email, text, and online forms.
- Conduct intake interviews using the firm’s approved questions and screening criteria.
- Gather employment history, key dates, workplace concerns, and supporting documents.
- Prepare clear, accurate intake summaries for attorney review.
- Schedule consultations and follow up on outstanding information and unanswered inquiries.
- Track each inquiry’s status, next steps, and assigned follow-up in the firm’s case management system.
- Coordinate approved engagement documents and onboarding for accepted clients.
- Communicate professionally with individuals discussing sensitive or difficult experiences.
- Meet established expectations for response times, follow-up, intake accuracy, and client service.
- Maintain confidentiality and refer legal questions and case evaluations to attorneys.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
