Job description

This is a remote position.

Work Schedule:

Monday through Friday, 8AM to 5 PM Central Time Zone (9pm to 6am Manila Time)
with 1 hour unpaid break

Job Summary: As an Intake Coordinator at our company, you will be the first point of contact for potential clients, playing a critical role in client relations and the operational flow of the firm. Your main responsibility is to assess and manage initial inquiries, gather and record essential case details, and help determine the appropriate legal services or referrals.

Key Responsibilities:

1. Client Communication:

Serve as the first point of contact for all incoming calls and inquiries.
Conduct initial client interviews to gather detailed case information.
Provide clients with information about the firm’s services and procedures.
Schedule appointments with appropriate legal staff.

2. Data Management:

Accurately input client information and relevant data into the firm’s case management system.
Maintain confidential client records and ensure all communications are logged and tracked.
Prepare reports and statistics on intake metrics for management review.

3. Coordination and Referral:

Assess the urgency and type of legal assistance required by new clients.
Coordinate with attorneys and paralegals to assign cases, ensuring a smooth transition.
Refer clients to external agencies or specialists when their needs exceed the firm’s scope of practice.

4. Compliance and Training:

Stay informed about legal compliance requirements affecting client intake processes.
Participate in ongoing training and professional development.

5. Team Collaboration:

Work closely with legal and administrative staff to improve client intake procedures.
Assist in the development of intake protocols to enhance client satisfaction and efficiency.

Requirements

Bachelor’s degree in Business Administration, Legal Studies, or related field preferred.
Proven experience in client services or administrative roles within a legal or professional services environment.
Strong organizational and data entry skills with attention to detail.
Excellent communication skills, both verbal and written.
Ability to handle sensitive information with confidentiality and discretion.
Proficiency in MS Office and experience with legal case management software is highly desirable.