Legal Intake Specialist

JLM HR Consulting•Bethesda, MD

5d•Hybrid

About The Position

The Legal Intake Specialist serves as the first point of contact for prospective clients, playing a critical role in client experience and case evaluation. This position is responsible for gathering detailed information, assessing potential cases against firm criteria, and ensuring a smooth and professional onboarding process.

Requirements

Prior experience in customer service preferred
Strong interpersonal and communication skills, with the ability to build rapport quickly
Excellent organizational skills and attention to detail
Ability to manage multiple inquiries and prioritize effectively
Comfort working with case management software (experience with Clio or similar systems a plus)
High level of professionalism and discretion when handling confidential information
Strong problem-solving skills and sound judgment in evaluating potential cases

Responsibilities

Serve as the initial contact for prospective clients via phone, email, and online inquiries
Conduct thorough intake interviews to gather relevant facts, and background information
Evaluate potential cases based on firm guidelines and escalate qualified leads to attorneys
Accurately enter and maintain client information in case management systems (e.g., Clio)
Schedule consultations and coordinate attorney calendars
Communicate clearly and empathetically with clients, often during stressful or sensitive situations
Follow up with prospective clients to ensure engagement and completion of intake process
Maintain confidentiality and handle sensitive legal information with discretion
Track and report on intake metrics (conversion rates, lead sources, etc.)
Collaborate with attorneys and administrative staff to improve intake workflows and processes
Assist with other administrative duties as necessary (answering phone, reception, etc.)