Entry-Level Legal Intake Specialist – Onsite Client Liaison

Phaxis; Cherry Hill Township (NJ); On-site; USD 23,000 - 32,000; Full time

Job summary

Phaxis in Cherry Hill, NJ is seeking an entry level Legal Client Liaison/Intake Center Agent. This onsite role handles high-volume calls, gathers and documents client and case information, pre-qualifies potential clients, and coordinates with the legal team.

You will use the firm’s case management system, follow up on documents, and provide compassionate service while handling sensitive information; a positive attitude and attention to detail are essential.

Qualifications

• Excellent verbal communication and active listening.
• Strong customer service and professional demeanor.
• Ability to manage multiple priorities in a fast-paced environment.
• Accurate data-entry skills and detail orientation.
• Proficiency with Microsoft Office.
• 1-3 years of experience in call center, client services, legal, healthcare, hospitality or administrative roles preferred.
• Bachelor’s degree is a plus.

Responsibilities

• Handle a high volume of inbound and outbound calls with prospective and existing clients.
• Gather and accurately document detailed client and case information.
• Pre-qualify potential clients based on established case criteria.
• Follow up with clients to obtain medical records and other required documentation.
• Enter and update information in the firm’s case management system.
• Send legal documents and coordinate follow-up appointments and communications.
• Provide professional, compassionate customer service while handling sensitive information.
• Escalate complex questions or concerns to the appropriate legal team.
• Assist with data entry, filing, and other administrative tasks as needed.

Skills

Verbal communication

Active listening

Customer service

Multitasking

Attention to detail

Data entry

Education

Bachelor’s degree

Tools

Microsoft Office

Job description

Phaxis in Cherry Hill, NJ is seeking an entry level Legal Client Liaison/Intake Center Agent. This onsite role handles high-volume calls, gathers and documents client and case information, pre-qualifies potential clients, and coordinates with the legal team.

You will use the firm’s case management system, follow up on documents, and provide compassionate service while handling sensitive information; a positive attitude and attention to detail are essential.