Are you confident speaking with clients and guiding conversations with clarity and purpose?
Do you thrive in fast-paced environments where taking initiative and following through matters?
Are you highly organized, inquisitive, and committed to producing accurate, complete work every time?
Final question: When faced with a challenge, do you get excited or run away?

• Client Communication & Lead Qualification: Serve as the first point of contact for prospective clients. Conduct preliminary interviews to gather essential employment and wage details, assess claim viability, and ensure timely follow-up so no opportunities are lost.
• Document Collection & Case Evaluation: Request and obtain paystubs, time records, and other relevant employment documents. Review and ensure completeness and accuracy to support legal evaluation.
• Company Investigation & Legal Analysis: Research employers to identify the proper legal entity for litigation, assess whether there are enough similarly situated employees to support a class or collective action, and evaluate the employer’s financial solvency.
• Case Preparation & Attorney Collaboration: Log all collected data into Clio, the firm’s case management software. Organize findings into clear, concise case summaries for attorney decision-making. Present evaluations in weekly meetings and follow up on next steps.
• Client Acquisition & Onboarding: Send retainer agreements to approved clients, guide them through the signing process, and ensure a smooth transition into active representation. Notify the legal team of new clients and initiate case setup in Clio.
• Process Improvement & Growth: Collaborate with leadership to enhance intake and case development workflows. As the firm scales, contribute to hiring and training future intake and case development specialists.