Employment Law - Intake Specialist

at  RecLatam

ABOUT US:

We are a legal staffing company seeking a dedicated and detail-oriented Intake Specialist to join our client, a reputable employment law firm based in California. This role offers the opportunity to support a team that advocates for clients in employment-related legal matters.

REQUIREMENTS:

• Proven experience as an Intake Specialist in a legal or similar environment, with strong skills in client communication and initial case assessment.
• High attention to detail and accuracy, especially in data entry and document handling.
• Familiarity with Clio case management software is highly desirable.
• Strong organizational skills and the ability to manage multiple client cases simultaneously.
• Excellent verbal and written communication skills.

PREFERRED QUALIFICATIONS:

• Prior experience in an employment law setting.
• Proficiency with Clio or similar legal case management software.

• Serve as the initial point of contact for potential clients, gathering essential case details and conducting thorough intake assessments.
• Screen inquiries to assess the case’s compatibility with firm services, ensuring alignment with client eligibility criteria.
• Accurately input, maintain, and organize client data, documentation, and case details in the firm’s case management system.
• Provide excellent customer service, answering inquiries and guiding clients through the initial phases of the legal process.
• Collaborate with attorneys and staff to ensure a smooth transition from intake to active case management.