Receptionist / Intake Specialist

PHILLIPS & ASSOCIATES ATTORNEYS AT LAW PLLC; New York (NY); On-site; USD 60,000 - 75,000; Full time

Job summary

Phillips & Associates Attorneys at Law PLLC in New York is seeking a highly organized Legal Intake Specialist to assist clients with initial inquiries and guide them through the intake process, ensuring accurate information flow to the case management team. The role requires excellent communication, strict confidentiality, and meticulous documentation.

You will conduct intake interviews, record details in our system, prepare forms, and coordinate with attorneys to move matters forward.

Qualifications

• Bachelor's degree preferred in Legal Studies or related field.
• Experience in legal intake or client services desirable.
• Excellent interpersonal and communication skills.
• Strong organizational skills and attention to detail for accurate documentation.
• Knowledge of legal terminology, procedures and case management systems advantageous.
• Ability to prioritize tasks and meet deadlines in a fast-paced environment.
• Proficiency with computer systems for data entry and documentation.
• Professional and courteous demeanor with clients and colleagues.
• Ability to handle confidential information with integrity and discretion.
• Bilingual English/Spanish is a plus.

Responsibilities

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

Skills

Interpersonal communication

Organization

Legal terminology

Data entry

Bilingual English/Spanish

Education

Bachelor's degree in Legal Studies or related field

Tools

Case management software

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 **escalate** 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.