Intake Attorney

Walkuplawoffice; California (MO); On-site; USD 114,000 - 160,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

Paid time off (PTO)

Job summary

Walkup Melodia Kelly & Schoenberger in California seeks a motivated Intake Coordinator and licensed California attorney to be the first point of contact for potential clients. You will assess viability of new cases, provide preliminary guidance, and ensure outstanding service from the initial outreach through intake.

The role requires knowledge of personal injury and medical malpractice law, strong communication, and the ability to manage client relationships; familiarity with case management

Qualifications

• Licensed attorney in California with ability to assess case viability.
• Strong written and verbal communication to explain complex legal concepts.

Responsibilities

• Conduct thorough intake interviews to gather critical case information and assess representation viability.
• Analyze case details to provide preliminary insights into legal strength.
• Serve as initial point of contact for prospective clients with empathy and professionalism.
• Manage the intake process from first contact to case acceptance, including scheduling consultations.
• Collaborate with attorneys and staff to ensure smooth transition from intake to case handling.
• Maintain organized records of intake activities in the firm’s case management system.
• Build and maintain relationships with prospective clients, delivering excellent service.

Skills

Communication

Organizational Skills

Attention to Detail

Tech Savvy

Education

California Bar Membership

Tools

Case Management Software

CRM tools

Microsoft Office Suite

Job description

Walkup Melodia Kelly & Schoenberger has been handling complex cases for clients who have suffered injuries due to accidents and negligence since 1959. Our mission is to provide compassionate, effective legal counsel to achieve the best possible outcomes for our clients. We are seeking a highly motivated and detail-oriented attorney licensed in California to join our team as an Intake Coordinator.

Position Overview:

Reporting to Senior Intake Counsel. As an Intake Coordinator, you will be the first point of contact for potential clients. Your primary role will be to assess the viability of new cases, provide preliminary legal guidance, and ensure that each client receives excellent service from the moment they contact our firm. This role requires an understanding of personal injury and medical malpractice law, outstanding communication skills, as well as the ability to manage client relationships.

Key Responsibilities:

• Initial Case Screening: Conduct thorough intake interviews with potential clients to gather critical case information, assess legal issues, and determine whether their case meets the firm’s criteria for representation.
• Legal Evaluation: Analyze case details, determine legal viability, and provide potential clients with initial insights into the strength of their claim.
• Client Communication: Act as the first point of contact for potential clients, answering questions and addressing concerns with empathy and professionalism.
• Case Management: Manage the intake process from initial contact through case acceptance, including scheduling consultations, sending required documentation, and ensuring follow-ups.
• Collaboration: Work closely with attorneys and staff to ensure seamless transition from intake to case handling, including briefing attorneys on potential cases.
• Data Management: Maintain organized and detailed records of all intake activities, ensuring that case information is properly documented in the firm’s case management system.
• Client Relations: Build and maintain relationships with prospective clients, providing excellent customer service to ensure a positive experience.

Requirements:

• Licensed Attorney in California: Must be an active member in good standing with the California Bar.
• Experience in Personal Injury and Medical Malpractice Law: Prior experience in personal injury law is preferred.
• Strong Communication Skills: Excellent verbal and written communication skills, with the ability to explain complex legal issues to non-lawyers.
• Client-Centered Approach: Compassionate, patient, and understanding when dealing with clients who may be experiencing difficult situations.
• Organizational Skills: Ability to multitask, prioritize, and manage a high volume of incoming leads efficiently.
• Tech Savvy: Proficient in using case management software, CRM tools, and Microsoft Office Suite.
• Attention to Detail: Strong analytical skills to ensure accurate intake assessments and documentation.
• Health, dental, and vision insurance
• Paid time off (PTO) and sick leave
• Retirement plan with employer match
• Collaborative and supportive work environment

Salary Range: $114,000 – $160,000