Intake Attorney: Client Onboarding & Case Details

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

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.