Receptionist / Intake Specialist

ADP, Inc.; New York (NY); On-site; USD 60,000 - 75,000; Full time

Job summary

Phillips & Associates in New York is seeking a highly organized Legal Intake Specialist to support clients from first contact through intake. You will conduct initial consultations, collect information, and document details in our case management system, ensuring accuracy and confidentiality.

In this in-person role at 45 Broadway, you will collaborate with attorneys and staff, guide clients through forms and procedures, and help coordinate transitions from intake to case management while

Qualifications

• Bachelor's degree in Legal Studies or related field is preferred.
• Prior experience in a legal intake or client services role is highly desirable.
• Excellent interpersonal and communication skills, with the ability to engage and empathize with clients effectively.
• Strong organizational skills and attention to detail to ensure accurate and complete documentation.
• Knowledge of legal terminology, procedures, and case management systems is advantageous.
• Ability to prioritize tasks, multitask, and meet deadlines in a fast-paced environment.
• Proficiency in using computer systems and software for data entry and documentation.
• Maintain a professional and courteous demeanor while interacting with clients and colleagues.
• Ability to handle sensitive and confidential information with integrity and discretion.
• Bilingual proficiency in English and Spanish is a plus.

Responsibilities

• Conduct initial client consultations and intake interviews to gather relevant information regarding their legal matter.
• Record and document client information accurately and thoroughly in our case management system.
• Assist clients in completing necessary forms and paperwork, ensuring compliance with legal requirements.
• Collaborate with attorneys and legal staff to ensure seamless transition from intake to case management.
• Provide clients with accurate and timely information regarding their case status, procedures, and next steps.
• Maintain confidentiality and handle sensitive client information with the utmost discretion.
• Identify potential legal issues and escalation them to the appropriate attorneys or legal professionals.
• Follow up with clients to collect missing information, schedule appointments, or provide updates as necessary.
• Assist in managing and organizing the intake department's administrative tasks, such as filing, data entry, and document management.

Skills

Communication

Organization

Attention to detail

Data entry

Bilingual English/Spanish

Education

Bachelor's degree in Legal Studies

Tools

Case management software

Computer systems

Job description

Salary Range: $60,000.00 To $75,000.00 Annually

Phillips & Associates is currently seeking a highly organized and detail-oriented Legal Intake Specialist to join our team. As a Legal Intake Specialist, you will play a crucial role in assisting clients with their initial inquiries and facilitating the intake process. If you have excellent communication skills, a strong understanding of legal procedures, and a passion for providing exceptional client service, we would love to hear from you.

Responsibilities:

• Conduct initial client consultations and intake interviews to gather relevant information regarding their legal matter.
• Record and document client information accurately and thoroughly in our case management system.
• Assist clients in completing necessary forms and paperwork, ensuring compliance with legal requirements.
• Collaborate with attorneys and legal staff to ensure seamless transition from intake to case management.
• Provide clients with accurate and timely information regarding their case status, procedures, and next steps.
• Maintain confidentiality and handle sensitive client information with the utmost discretion.
• Identify potential legal issues and escalation them to the appropriate attorneys or legal professionals.
• Follow up with clients to collect missing information, schedule appointments, or provide updates as necessary.
• Assist in managing and organizing the intake department's administrative tasks, such as filing, data entry, and document management.

Qualifications:

• Bachelor's degree in Legal Studies or related field is preferred.
• Prior experience in a legal intake or client services role is highly desirable.
• Excellent interpersonal and communication skills, with the ability to engage and empathize with clients effectively.
• Strong organizational skills and attention to detail to ensure accurate and complete documentation.
• Knowledge of legal terminology, procedures, and case management systems is advantageous.
• Ability to prioritize tasks, multitask, and meet deadlines in a fast-paced environment.
• Proficiency in using computer systems and software for data entry and documentation.
• Maintain a professional and courteous demeanor while interacting with clients and colleagues.
• Ability to handle sensitive and confidential information with integrity and discretion.
• Bilingual proficiency in English and Spanish is a plus.

This is an in-person role, located in our office at 45 Broadway, New York. NY, 10006, and the hours are 10am-7pm, Monday through Friday.