Legal Intake Specialist

RVStaffing; Chicago (IL); On-site; USD 40,000 - 60,000; Full time

Job summary

A law firm in Chicago is seeking a Legal Intake Specialist to manage client onboarding and evaluate inquiries. The role involves setting appointments, ensuring client satisfaction, and collaborating with lawyers. Ideal candidates should have previous customer service experience, with legal knowledge being highly valued. Experience in Personal Injury cases is a plus. This role offers an opportunity to contribute to a collaborative team in a legal environment.

Qualifications

• Previous experience in customer service.
• Law background is highly valued.
• P.I (Personal Injury) experience is a plus.

Responsibilities

• Evaluate prospective client inquiries and phone calls to ensure fit.
• Set appointments for clients that meet the firm's criteria.
• Supervise new client onboarding and data entry processes.

Skills

Customer service experience

Legal knowledge

Personal Injury experience

Job description

Job Description

Legal Intake Specialists receive and qualify new and prospective clients for a law firm. They are responsible for managing the process of onboarding new clients and evaluating incoming streams of claims and potential clients both on the phone. A legal intake specialist works with lawyers to schedule meetings, coordinate screening surveys and give the customers the best phone experience.

Responsibilities

• Evaluate prospective client inquiries and phone calls, analyzing their case fit and ensuring clients feel seen and heard.
• Set appointments for potential clients that meet the firm's criteria to keep lawyers’ schedules organized and grow caseload.
• Supervise new client onboarding and current client files through data entry and paperwork collection to ensure the cases are managed efficiently.

Additional Skills and Requirements

• Previous experience in customer service.
• Law background is highly valued.
• P.I (Personal Injury) experience is a plus.