Intake Attorney

WizeHire, Inc; San Diego (CA); On-site; USD 45,000 - 70,000; Full time

Job summary

WizeHire, Inc. in San Diego is seeking a full-time Intake Attorney for Trust and Estates and Civil Litigation to survey prospective clients, capture case details, and support onboarding and scheduling. You will work to ensure accurate data entry and smooth liaison between clients and attorneys.

The role offers training, a collaborative team environment, and opportunities to contribute to efficient client management and appointment coordination.

Qualifications

• Prior customer service experience.
• Great communication skills.
• A passion for helping others.

Responsibilities

• Survey prospective clients and gather initial case details.
• Empathize with clients and document their information accurately.
• Manage new client onboarding and data entry.
• Help lawyers book and manage appointments.

Skills

Customer service

Communication

Empathy

Data entry

Job description

Overview

Intake Attorney – Trust and Estates, Civil Litigation

Our rapidly growing law practice is seeking a full-time legal intake attorney to join our team. You’ll survey prospective clients, empathize with the details of their case, manage new client onboarding and data entry, and help our lawyers book and manage their appointments. We’ll provide training and resources to help you flourish in your role on a tight-knit, supportive, and passionate legal team. If you have prior customer service experience, great communication skills, and a passion for helping others, apply today!

Responsibilities

• Survey prospective clients and gather initial case details
• Empathize with clients and document their information accurately
• Manage new client onboarding and data entry
• Help lawyers book and manage appointments

Qualifications

• Prior customer service experience
• Great communication skills
• A passion for helping others