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About the Role

Phillips & Associates is seeking a Legal Intake Specialist to assist clients with initial inquiries and facilitate the intake process. This role is crucial for gathering information, documenting cases, and ensuring a seamless client experience.

Responsibilities

• Conduct initial client consultations and intake interviews to gather relevant information.
• Record and document client information accurately in the case management system.
• Assist clients in completing necessary forms and paperwork.
• Collaborate with attorneys and legal staff for seamless case management transition.
• Provide clients with accurate and timely information regarding case status and procedures.
• Maintain confidentiality and handle sensitive client information with discretion.
• Identify potential legal issues and escalate them to appropriate legal professionals.
• Follow up with clients for missing information, appointments, or updates.
• Assist in managing and organizing administrative tasks for the intake department.

Requirements

• Bachelor's degree in Legal Studies or related field is preferred.
• Prior experience in a legal intake or client services role is highly desirable.
• Excellent interpersonal and communication skills.
• Strong organizational skills and attention to detail.
• Knowledge of legal terminology, procedures, and case management systems is advantageous.
• Ability to prioritize tasks, multitask, and meet deadlines in a fast-paced environment.
• Proficiency in using computer systems and software for data entry and documentation.
• Maintain a professional and courteous demeanor.
• Ability to handle sensitive and confidential information with integrity and discretion.
• Bilingual proficiency in English and Spanish is a plus.

Skills

• Communication skills
• Organizational skills
• Attention to detail
• Legal terminology
• Legal procedures
• Case management systems
• Data entry
• Document management
• Client services

Location

• 45 Broadway, New York, NY, 10006

Work Type

• In-person
• Full-time

Education Level

• Bachelor's degree

About the Company

• Phillips & Associates is a legal firm.