Intake Attorney

BCG Attorney Search; San Francisco (CA); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

PTO and sick leave

Retirement plan with employer match

Professional development opportunities

Collaborative work environment

Job summary

BCG Attorney Search in San Francisco seeks a licensed California attorney to join as Intake Coordinator. The role focuses on first contact with potential clients, preliminary case viability assessments, and delivering excellent client service from initial contact through intake.

The position requires JD and active California Bar membership, with experience in personal injury or medical malpractice a plus. Strong communication, organization, and familiarity with legal software are essential

Qualifications

• Licensed attorney in California, in good standing with the California Bar.
• Juris Doctor (JD) degree required; California Bar active.
• Experience in personal injury and medical malpractice law preferred.
• Excellent verbal and written communication skills.
• Compassionate, patient, client-centered approach.

Responsibilities

• Conduct intake interviews to gather key case information.
• Assess viability of new cases and provide initial insights.
• Serve as first point of contact for potential clients.
• Manage the intake process from initial contact to case acceptance.
• Maintain organized client records in the case management system.
• Collaborate with attorneys and staff to ensure smooth transition to case handling.
• Build relationships with prospective clients to ensure a positive experience.

Skills

Communication skills

Organizational skills

Multitasking

Legal software proficiency

Education

Juris Doctor (JD)

Tools

Case management software

CRM tools

Microsoft Office

Job description

Job Overview

A law firm seeks a highly motivated and detail-oriented attorney licensed in California to join their team as an Intake Coordinator in San Francisco, CA. The role involves being the first point of contact for potential clients, assessing the viability of new cases, providing preliminary legal guidance, and ensuring excellent client service from initial contact.

Duties

• Conduct thorough intake interviews to gather critical case information and assess legal issues.
• Analyze case details and provide initial insights into the strength of claims.
• Act as the first point of contact for potential clients, addressing questions and concerns.
• Manage the intake process from initial contact through case acceptance.
• Collaborate with attorneys and staff to ensure seamless transition from intake to case handling.
• Maintain organized records of all intake activities in the firm's case management system.
• Build and maintain relationships with prospective clients, ensuring a positive experience.

Requirements

• Licensed attorney in California, in good standing with the California Bar.
• Experience in personal injury and medical malpractice law preferred.
• Excellent verbal and written communication skills.
• Compassionate and patient client-centered approach.
• Ability to multitask and manage a high volume of incoming leads efficiently.
• Proficient in using case management software, CRM tools, and Microsoft Office Suite.
• Strong analytical skills for accurate intake assessments and documentation.

Education

• Juris Doctor (JD) degree.

Certifications

• Active member of the California Bar.

Skills

• Strong communication and interpersonal skills.
• Organizational and multitasking abilities.
• Proficiency in legal software and technology.

Benefits

• Health, dental, and vision insurance.
• Paid time off (PTO) and sick leave.
• Retirement plan with employer match.
• Professional development opportunities.
• Collaborative and supportive work environment.