Client Intake & Case-Management Specialist

Jobtailor; Birmingham; On-site; GBP 18,000 - 23,000; Full time

Job summary

Jobtailor in Birmingham is seeking a proactive administrative specialist to support the Managed Legal Services team with client enquiries, case management, and document preparation. You will handle inbound calls, respond to emails within 15 minutes, and assist with conflict-of-interest checks, file closure, and fee collection, while developing your legal operations and client service skills in a busy law firm environment.

Training is provided, and weekend shifts are required.

Qualifications

• Experience in sales, customer service, call centre, retail or admin preferred.
• Confident communicating over the phone.
• Proficient with IT systems including Word and Excel.
• Willing to work weekends and flexible during the week.
• Motivated to progress within a law firm.
• Ability to multitask with attention to detail.
• Strong organisational skills and teamwork.
• Training provided; no legal experience required.

Responsibilities

• Conduct initial interviews for new consumer client enquiries.
• Prioritise inbound calls and follow up to maximise client instructions.
• Respond to new email and online enquiries within 15 minutes.
• Complete conflict-of-interest and identification checks.
• Liaise with third-party suppliers, agents and experts.
• Provide costs advice, prepare retainer docs, and authority forms.
• Use a case management system to progress queries.
• Explain litigation processes to clients at early stages.

Skills

Sales experience

Phone communication

Word & Excel

Organizational skills

Attention to detail

Tools

Case Management System

Microsoft Word

Microsoft Excel

Job description

Jobtailor in Birmingham is seeking a proactive administrative specialist to support the Managed Legal Services team with client enquiries, case management, and document preparation. You will handle inbound calls, respond to emails within 15 minutes, and assist with conflict-of-interest checks, file closure, and fee collection, while developing your legal operations and client service skills in a busy law firm environment.

Training is provided, and weekend shifts are required.