Legal Intake Specialist

Job summary

Manage the client intake process across departments, answer calls, and gather information to prepare potential clients for case reviews and initial attorney consultations. Develop organized systems, provide occasional receptionist and administrative coverage, and assist with planning and executing firm events.

Job details

Pearson Butler is searching for an organized and motivated person to oversee the client intake process for the Firm. The primary role of the position will be working with potential clients to prepare them for an initial consultation with an attorney. Responsibilities Answer phone calls and overseeing the client intake process for all departments Gather information needed for case review and initial consultations Develop and implement organized systems Light housekeeping Occasionally assist with the planning and execution of Firm events and functions Occasional receptionist coverage: Answer high volume calls and schedule appointments Other administrative tasks, as assigned Qualifications Have Superior Customer Service & Phone Skills Be proficient in Microsoft word and excel Be highly organized High School Graduate or equivalent Spanish speaking preferred, but not required. To apply, please email your resume and cover letter to chelby@pearsonbutler.com.

What you’ll do

Manage the client intake process across departments, answer calls, and gather information to prepare potential clients for case reviews and initial attorney consultations. Develop organized systems, provide occasional receptionist and administrative coverage, and assist with planning and executing firm events.

Requirements

Requires strong customer service and phone skills, proficiency in Microsoft Word and Excel, strong organizational ability, and a high school diploma or equivalent. Spanish speaking is preferred but not required.

Listed skills

• Customer service · Preferred
• Appointment Scheduling · Preferred
• Organization · Preferred
• Administrative Support · Preferred
• Microsoft Excel · Preferred
• Microsoft Word · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Customer Service
• Phone Skills
• Client Intake
• Information Gathering
• Organization
• Microsoft Word
• Microsoft Excel
• Appointment Scheduling
• Event Planning
• Receptionist Support
• Administrative Support

Job areas

• Legal
• Customer Service & Support
• Administrative