Post-Retention Intake Specialist

West Coast Trial Lawyers; Phoenix (AZ); On-site; USD 42,000 - 62,000; Full time

Benefits offered by this job

Medical, dental, and vision insurance

401(k) with employer contributions

Paid time off

Sick leave

Firm-sponsored team lunches

Job summary

West Coast Trial Lawyers is seeking a detail-oriented Post-Retention Intake Specialist to support the transition of newly retained clients into the firm. You will gather and verify client information, collect documentation, and ensure accurate records in Filevine for seamless handoff to the legal team.

You will maintain detailed client notes, manage multiple matters, and deliver professional, empathetic service while adhering to firm intake procedures.

Qualifications

• Bilingual fluency in English and Spanish required.
• Experience in legal intake, post-retention intake, or case management preferred.
• Strong data-entry and organizational skills.
• Excellent verbal communication and client service abilities.
• Comfort handling confidential information with professionalism.

Responsibilities

• Gather and verify client and case information from newly retained clients.
• Collect required documentation and maintain accurate records in Filevine.
• Enter and maintain client and case data; ensure completeness of new matters.
• Review new matters for missing information and follow up as needed.
• Maintain detailed notes of client communications and transitions to the legal team.
• Coordinate the handoff of matters to appropriate case management staff.
• Provide a responsive, empathetic client experience while following intake protocols.

Skills

Bilingual English/Spanish

Data entry

Organizational skills

Verbal communication

Client service

Attention to detail

Tools

Filevine

Job description

Description

West Coast Trial Lawyers is a top-ranked personal injury firm known for its aggressive litigation approach and proven trial results. With over $2 billion recovered for clients, we handle complex, high-stakes cases against major corporations.

Job Type

Full-time

West Coast Trial Lawyers is a top-ranked personal injury firm known for its aggressive litigation approach and proven trial results. With over $2 billion recovered for clients, we handle complex, high-stakes cases against major corporations.

Position Overview

West Coast Trial Lawyers is seeking a detail-oriented and highly organized Post-Retention Intake Specialist to support the transition of newly retained clients into the firm. This role is responsible for gathering and verifying client and case information, completing required documentation, maintaining accurate records in Filevine, and ensuring each matter is properly prepared for handoff to the appropriate legal team.

Responsibilities

• Communicate with newly retained clients to gather and verify case information
• Collect required documentation, records, and supporting information
• Accurately enter and maintain client and case information in Filevine
• Review new matters for completeness and follow up on missing information
• Maintain detailed and accurate notes regarding client communications
• Ensure required forms and documentation are completed and properly organized
• Coordinate the transition of new matters to the appropriate case management or legal team
• Provide clients with a professional, responsive, and empathetic experience
• Follow established firm procedures, workflows, and intake protocolsManage a high volume of matters while maintaining accuracy and attention to detail

Requirements

• Bilingual fluency in English and Spanish required
• Previous experience in legal intake, post-retention intake, case management, client relations, or a similar legal support role
• Personal injury or law firm experience highly preferred
• Strong data-entry, documentation, and organizational skills
• Excellent verbal communication and client service skills
• Ability to manage multiple matters and follow-ups in a fast-paced environment
• Strong attention to detail and ability to identify missing or incomplete information
• Filevine or other legal case management software experience preferred
• Professional, dependable, and comfortable handling confidential client information

Benefits

• medical, dental, and vision insurance
• a 401(k) with employer contributions
• paid time off
• sick leave
• firm-sponsored team lunches