Legal Intake Specialist

Costa Ivone, LLC; Chicago (IL); On-site; USD 28,929 - 37,195; Full time

Job summary

A growing law firm is seeking a Legal Intake Specialist responsible for interviewing prospective clients, evaluating claims, and managing client information. The ideal candidate will have exceptional customer service skills, empathy, and strong communication abilities. Compensation ranges from $21 to $27 hourly.

Qualifications

• Exceptional customer service skills to make prospective clients feel valued.
• High level of empathy in communications.
• Strong listening skills to accurately understand claims.
• Ability to conduct effective interviews.
• Excellent written and oral communication skills.
• Organizational skills to manage information efficiently.
• Ability to multitask swiftly.
• Proficiency in Microsoft Office and Windows OS.

Responsibilities

• Interview prospective clients by phone and email.
• Notate case-relevant information.
• Evaluate claims to determine alignment with firm’s practice areas.
• Enter client information into the firm's software.
• Perform administrative support tasks.
• Obtain signed retainer agreements.

Skills

Customer service

Empathy

Listening skills

Interviewing

Written communication

Oral communication

Organizational skills

Multitasking

Proficiency in Microsoft Office

Job description

Growing PI & Workers Compensation Law firm seeks Legal Intake Specialist. A legal intake specialist serves as the first point of contact for prospective clients and forms relationships with professionals in similar roles at other firms to provide and receive referrals as needed.

Responsibilities:

1. Interview prospective clients by phone and email to become familiar with their cases.
2. Notate case-relevant information.
3. Evaluate prospective clients’ claims to determine whether they align with the firm’s areas of practice and experience.
4. Enter client information into the firm’s software application.
5. Perform administrative support tasks and create follow-up tasks to assist with duties.
6. Obtain signed retainer agreements.

Qualifications:

• Exceptional customer service skills and the ability to make prospective clients feel valued and welcomed.
• High level of empathy in all communications.
• Strong listening skills to accurately understand client claims.
• Ability to conduct effective interviews during accident investigations.
• Excellent written and oral communication skills.
• Organizational skills to manage client information efficiently.
• Ability to multitask and handle multiple inquiries swiftly.
• Proficiency in Microsoft Office, Windows OS, and Outlook.
• Prior experience in a similar role is preferred.

Compensation: $21 - $27 hourly