Legal Intake Specialist

We are looking for a Legal Intake Specialist. In this role, you will be responsible for managing the initial intake and documentation processes related to estate planning /probate cases. This position involves engaging with clients, assessing their legal needs, and ensuring accurate and comprehensive information is gathered to initiate legal proceedings. You will be working 50 hours per week during American business hours and get paid weekly.

Responsibilities:

– Serve as the initial point of contact for individuals seeking legal assistance in probate & trusts, estate panning
– Conduct interviews or intake assessments to gather detailed information about clients’ potential legal issues and relevant circumstances by using an intake sheet
– Provide basic information on available legal services to potential clients
– Provide important information to the attorney to assess the claims and determine the best legal strategies for each client
– Communicate legal processes and potential outcomes to clients clearly and understandably
– Work closely with attorneys and legal staff to convey critical information and updates
– Accurately record and update client information in the case management system
– Draft and send the engagement letter to clients for signature
– Ensure all required legal forms and documentation are completed and filed appropriately
– Compile all necessary documentation before the initial call with the attorney is scheduled
– Coordinate and calendar and initial call after all documents have been received
– Draft charge of discrimination to be filed with the Equal Employment Opportunity Commission
– Collaborate with other legal departments or external organizations to address clients’ comprehensive legal needs
– Conduct follow-up activities to track the progress of legal cases and address any additional client needs or concerns
– Collaborate with attorneys to ensure seamless transitions in legal representation

Qualifications:

– Fluent in Spanish and English, written and oral
– Experience in Estate Planning is a plus
– Experience working as a legal intake specialist for a US law firm for 2+ years
– Proven experience in a legal intake or client services role.
– Excellent communication and interpersonal skills, with an ability to empathize with clients.
– Detail-oriented with exceptional organizational and time-management abilities.