Legal Intake Document Specialist (Hybrid)

Safeguard Law Group; New York (NY); Hybrid; USD 48,000 - 56,000; Full time

Benefits offered by this job

Hybrid Work Environment

Training & Guidance

Medical, Dental & Vision Benefits

401K Benefits with Employer Match

Paid Time Off (PTO)

Pre-Tax Transit Benefits

Business Casual Dress Code

Smart and supportive team

Job summary

Safeguard Law Group in New York City seeks a Legal Intake Document Specialist to support our attorney team by managing client intake, screening cases, gathering critical information, and maintaining flawless data organization for all proceedings.

In this fast-paced role you will review incoming documents, use Salesforce CRM to assist group managers and paralegals, and ensure accurate information flow from intake through resolution. A bachelor’s degree and attention to detail are essential.

Qualifications

• Thorough understanding of legal processing functions across litigation stages.
• Experience with intake procedures and case management workflows.
• Strong attention to detail and ability to handle sensitive information.

Responsibilities

• Review pre-litigation documentation promptly and accurately.
• Utilize Salesforce to assist managers and paralegals.
• Identify and match account information and balances.
• Follow up with opposing parties for needed documentation.
• Maintain flawless data organization to support proceedings.

Skills

Legal process knowledge

Attention to detail

Critical thinking

Organizational skills

Multi-tasking

Phone and desk work

Education

Bachelor’s Degree

Tools

Salesforce

Job description

We are a consumer protection law firm located in the Financial District of New York City, providing representation to consumers who have been harassed or otherwise deceived by creditors and debt collectors. With our growing firm, we offer you the opportunity to develop your career in a practice that is rich in variety and challenges. If you desire to work with other talented people who share a passion for professionalism and growth, then a career with us may be a perfect fit for you!

Legal Intake Document Specialist

We are seeking a Legal Intake Document Specialist to provide high-level administrative support to our attorney team. If you are a motivated, detail-oriented professional looking to accelerate your career in a fast-paced legal environment, we want to hear from you. In this role, you will own the client intake pipeline screening cases, gathering critical information, reviewing incoming legal documents, and maintaining flawless data organization to support our ongoing legal proceedings.

Key Responsibilities

• Review of pre-litigation documentation in an efficient and timely manner
• Use of Salesforce CRM software to assist Group Managers and Paralegals in reviewing
• unidentified litigation documents flagged by Document Processing
• Identify and match account information and balances.
• Following up with opposing parties to obtain documentation needed for client matters.
• Use of electronic court system dockets or contact courts for additional information.
• Performs other duties as assigned.

Skills, Knowledge and Expertise

• Must have a thorough understanding of the legal processing functions including enrolled vs. unenrolled accounts, legal matters during all aspects of litigation, understanding of legal documentation including motions for judgment, motions for garnishment, and applications for bank levies.
• Must possess strong knowledge of the legal intake process
• Bachelor’s Degree and 1 year experience relevant experience
• Self-motivated worker with a solid work ethic and competitive drive
• Excellent critical thinking skills and strong attention to detail
• Ability to work in a fast-paced environment with strong organizational and multi-tasking skills.
• Proven responsibility and reliability.

Physical Requirements:

• Extended computer work and phone calls.
• Continuous desk work and phone communication.
• Prolonged screen time and phone usage.

Benefits

• Hybrid Work Environment
• Training & Guidance
• Medical, Dental & Vision Benefits
• 401K Benefits with Employer Match
• Paid Time Off (PTO)
• Pre-Tax Transit Benefits
• Business Casual Dress Code
• An incredible team of smart and supportive people!