Legal Intake Specialist

AP Professionals
June 20, 2024
Job Type
Salary Lower Range
Salary Upper Range
Salary Option
190 Linden Oaks


AP has an exciting DIRECT HIRE opportunity.  We are currently working with a legal firm on the eastside to secure qualified candidates to fulfill the role of Legal Intake Specialist.  Our client prides themselves on providing top-notch legal services and building relationships. If you are detail oriented with an outgoing and approachable demeanor, this could be a great role for you. This is a “people person” role where personality is a key factor.  Ideally the selected candidate will have excellent customer service skills, the ability to be an active listener,  extract important information from the potential client, and possess a sales mindset.  Since you are the first point of contact , your communication skills, tone, empathy, and professionalism must be stellar!



Key Responsibilities:

  1. Client Interaction: Serve as the first point of contact for potential clients, conducting initial consultations with empathy and professionalism.
  2. Case Evaluation: Gather pertinent information and documentation to assess the viability of potential cases.
  3. Data Management: Accurately enter and maintain client information in our database.
  4. Communication: Coordinate with attorneys and other legal staff to facilitate the intake process and ensure seamless case management.
  5. Follow-Up: Conduct follow-up communications with clients to gather additional information and provide updates on case status.


Education:  associate or bachelor’s degree in a related field preferred.


Experience: Previous experience in a legal or customer service setting, and sales experience  is highly desirable.


Knowledge, Skills, Abilities, and Other Characteristics

Skills: Strong communication, organizational, and multitasking abilities. Proficiency with legal software and Microsoft Office Suite.

Attributes: Empathy, discretion, and the ability to handle sensitive information with care

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