Legal Intake Specialist

Yeo & Yeo HR Advisory Solutions; Irvine (CA); On-site; USD 60,000 - 85,000; Full time

Job summary

Park Dietz & Associates (PD&A) is seeking a Case Manager/Legal Intake Specialist to coordinate expert engagements from intake through retention with leading law firms nationwide.

This full-time role based in Irvine, CA emphasizes high-touch client service, meticulous attention to detail, and strong project coordination with PD&A experts, lawyers, and leadership to ensure cases progress smoothly and client needs are met, while supporting active matters and firm-wide initiatives.

Qualifications

• Strong organizational skills and attention to detail.
• Ability to manage multiple engagements and priorities.
• Excellent written and verbal communication.

Responsibilities

• Serve as primary point of contact for clients, managing matter intake & ongoing communication
• Review intakes, complaints, and supporting materials to understand case needs
• Identify and match the most qualified experts for each engagement
• Coordinate expert outreach, availability, and retention process
• Draft and manage engagement letters with clients, including negotiating key terms
• Maintain accurate records and case data within internal systems
• Provide a high-touch client experience through thoughtful, timely, and thorough communication
• Proactively address issues and ensure engagements progress smoothly
• Work closely with Accounting/Finance and leadership to support active matters
• Support additional projects and operational initiatives as the firm grows

Skills

Attention to detail

Project management

Communication skills

Job description

About Us

Park Dietz & Associates (PD&A)is a leading forensic consulting firm that supports litigators at top law firms and government agencies across the U.S. We connect attorneys with world-class experts across disciplines to provide case evaluation, testimony, and strategic insight in matters ranging from catastrophic injury and wrongful death to criminal cases and complex multi-plaintiff litigation.

Founded over 30 years ago by a nationally recognized forensic psychiatrist, PD&A has built a reputation for beingretainedon complex and high-profile cases, such astheattempted assassination of President Reagan andthe case ofJeffrey Dahmer. Our team works closely with prominent experts and attorneys on sophisticated legal matters, offering a unique opportunity to gain exposure to challenging work and develop meaningful client relationships.

To learn more, please visit: https://www.parkdietzassociates.com/

About the Opportunity

At PD&A, the Case Manager/Legal Intake Specialist willhelp coordinate expert engagements frominitialintake through retention. You will work directly with PD&A experts and leading law firms to ensure cases progress efficiently and client needs are met.

The role offers exposure to sophisticated legal work, nationally recognized experts, and meaningful opportunities for growth. This is a full-time position based in Irvine, CA.

Key Responsibilities include:

• Serve as primary point of contact for clients, managing matter intake & ongoing communication
• Review intakes, complaints, and supporting materials to understand case needs
• Identifyand match the most qualified experts for each engagement
• Coordinate expert outreach, availability, and retention process
• Draft and manage engagement letters with clients, including negotiating key terms
• Maintainaccuraterecords and case data within internal systems
• Provide a high-touch client experience through thoughtful,timely, and thorough communication
• Proactively address issues and ensure engagements progress smoothly
• Work closely with Accounting/Finance and leadership to support active matters
• Supportadditionalprojects and operational initiatives as the firm grows

About You

Youare a problem solver andthrive in an environment where youcan deliver a great clientexperience andare excited about the opportunity to work in a role thatutilizesyour strong attention to detail, projectmanagement, and incredible communication skills.