Legal Intake Specialist
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Job Description
Legal Intake Specialist managing client interactions and intake processes for legal operations. Supporting legal operations with accuracy and empathy in a fully remote setup.
Responsibilities:
- Assist with new client setup and onboarding workflows.
- Prepare and send engagement letters accurately and promptly.
- Manage client intake processes from initial contact through onboarding.
- Perform accurate data entry and maintain organized client records.
- Gather case-related information from designated online sources.
- Conduct conflict checks in accordance with internal procedures.
- Answer and direct incoming phone calls in a professional and courteous manner -Call volume: 31 to 45 calls per day.
- Support general reception and administrative tasks as needed.
Requirements:
- Excellent verbal and written communication skills.
- Professional phone etiquette and client-first mindset.
- Strong attention to detail and accuracy in data entry.
- Empathy and ability to build rapport with clients.
- Reliable, punctual, and accountable work habits.
- Task-oriented with a proactive sense of urgency.
- Strong organizational and time management abilities.
- Comfort working with CRM and digital tools.
Benefits:
- Competitive salary.
- Paid Time Off.
- Bonuses.
- 100% remote/home-based position.
- Full-time, long-term career opportunities.
- Parental Leave.
- Professional development and training.
- Dedicated team support.
- Alignment with our clients' core values.
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