Overview:
The Intake Specialist is a critical front-line role responsible for managing initial client interactions and collecting essential information for the law firm. This position requires excellent communication skills, empathy, and a keen attention to detail to ensure accurate and comprehensive intake processes. ASJ Law Office is a family law firm in NYC. We are looking for a highly motivated candidate for this position.
Responsibilities:
1. Client Communication:
– Answer incoming calls and respond to inquiries from potential clients.
– Conduct initial screenings to determine the nature of the legal issue.
– Provide general information about the firm’s services and procedures.
2. Information Gathering:
– Collect and document relevant client information, including contact details, legal issues, and potential case details.
– Utilize intake forms and questionnaires to gather necessary data.
– Ensure completeness and accuracy of information obtained.
3. Case Triage:
– Assess the urgency and priority of incoming cases.
– Forward urgent matters to appropriate legal personnel promptly.
– Maintain organized records of inquiries and case details.
4. Conflict Checking:
– Conduct conflict checks to ensure the firm can ethically and legally take on the potential client.
– Communicate any conflicts to the relevant parties within the firm.
5. Database Management:
– Enter client information into the firm’s database or case management system.
– Regularly update and maintain client records to reflect the current status of cases.
6. Client Follow-Up:
– Follow up with potential clients to gather additional information or clarify details.
– Provide status updates on their inquiries or cases as appropriate.
7. Referral Coordination:
– Determine if a case falls outside the firm’s scope and, if necessary, provide appropriate referrals to other legal professionals or organizations.
8. Administrative Support:
– Assist with administrative tasks related to the intake process, such as filing, data entry, and document management.
APPLY FOR THIS JOB:
Company: Arcady Media
Name: Asia Scarlett-Jones
Email: