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Legal intake specialist

Islands
LAULAU
Legal
Posted: 17 October
Offer description

Legal Intake SpecialistWe are looking for an experienced intake specialist with 2+ years of experience in working for law firms in the US. You will be working during US business hours (EST).To be considered, you need to meet the following criteria:Key ResponsibilitiesAnswer incoming calls, emails, and inquiries from potential clientsGather and document detailed case information (case type, incident details, involved parties)Pre-screen leads to determine case eligibility based on firm criteriaSchedule consultations or forward qualified leads to attorneysEnsure accurate data entry into legal CRM or case management systemsConduct conflict checks and ensure compliance with intake protocolsMaintain confidentiality and uphold professional communication at all timesRequirementsExperience in a law firm or legal setting 2+yearsStrong knowledge of legal terminology and basic case types (e.g., personal injury, workers' comp, family law)Excellent communication and active listening skillsProficiency in legal software (e.g., Clio, MyCase, Lawmatics) and general CRM toolsAbility to handle high call volume and multitask under pressureStrong attention to detail and client confidentiality awarenessHigh school diploma required; associate's or bachelor's degree in a legal or business field preferred

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