V104
LegalIntakeSpecialist
“Legal Intake Specialist at V104. Skills: client intake, communication, data management. Manage inbound calls. Guide clients through the intake process”
What They're Looking For.
Must Have
Excellent verbal and written communication skills, Professional phone etiquette and client-first mindset, attention to detail and accuracy in data entry, Empathy and ability to build rapport with clients, Reliable, punctual, and accountable work habits, Task-oriented with a proactive sense of urgency, organizational and time management abilities, Comfort working with CRM and digital tools
What You'll Do.
Guide clients through the intake process
Capture critical information accurately and efficiently
Keep client data organized
Prepare engagement letters
Ensure seamless onboarding
Support general reception and administrative tasks
Answer and direct incoming phone calls
Conduct conflict checks
Gather case-related information from designated online sources
Perform accurate data entry and maintain organized client records
Manage client intake processes from initial contact through onboarding
Prepare and send engagement letters accurately and promptly
Assist with new client setup and onboarding workflows
How You'll Work.
Team & Collaboration
Work closely with a dedicated legal team
Communication Scope
Excellent verbal and written communication skills; Professional phone etiquette
Applying for this Legal Intake Specialist role?
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