Intake Coordinator at Jobot
El Segundo, CA 90245
About the Job
Join a growing L&E firm near El Segundo as their new Intake Coordinator
This Jobot Job is hosted by: Taylor Kozumplik
Are you a fit? Easy Apply now by clicking the "Quick Apply" button
and sending us your resume.
Salary: $50,000 - $55,000 per year
A bit about us:
Based in the heart of El Segundo, we are dedicated to safeguarding the rights and well-being of individuals in our community. With a focus on compassion, expertise, and unwavering advocacy, our team is committed to providing top-tier legal representation in a variety of protection law matters.
Our firm boasts a team of skilled attorneys with a deep understanding of the complexities of protection law. With years of experience and a track record of success, we take pride in our ability to navigate the legal system effectively on behalf of our clients.
We believe in personalized attention and tailored legal strategies to meet the unique needs of each client. Whether you're facing issues related to domestic violence, child protection, elder abuse, or civil harassment, we are here to offer compassionate support and fierce advocacy every step of the way.
Why join us?
Do you want to work with some of the nation’s best Clients AND enjoy time at home w/ family? We do too!
Job Details
Job Overview:
The Intake Coordinator is the first point of contact for potential clients. They manage the intake process by collecting pertinent information, screening prospective clients, and routing qualified cases to the appropriate legal teams. This position requires excellent customer service skills, organizational abilities, and attention to detail, as well as an understanding of legal concepts relevant to the firm’s practice areas.
Key Responsibilities:
1. Client Intake Management:
o Serve as the primary contact for all new client inquiries, both over the phone and online.
o Collect and record detailed information from potential clients, including personal details, legal issues, and relevant case facts.
o Use discretion to ask probing questions and gather essential information to evaluate case strength and eligibility.
2. Screening and Case Evaluation:
o Conduct preliminary case screening to ensure that the prospective case aligns with the firm’s areas of expertise and practice.
o Coordinate with attorneys to assess the legal merits of potential cases and decide whether to move forward with the consultation process.
o Provide clear and concise communication to potential clients regarding the next steps, whether that be scheduling a consultation or informing them that their case may not be a good fit.
3. Appointment Scheduling:
o Schedule initial consultations with attorneys for clients whose cases qualify for further review.
o Ensure all required documentation is collected and prepared ahead of client meetings, including intake forms, case summaries, and relevant client communications.
4. Data Management:
o Accurately enter client information into the firm’s case management system, ensuring all records are complete, up to date, and easily accessible.
o Maintain confidentiality of sensitive client information in accordance with legal and ethical standards.
o Track prospective client interactions and follow up when necessary to ensure all leads are pursued appropriately.
5. Client Communication:
o Respond to client inquiries via phone, email, and web submissions in a timely and professional manner.
o Provide potential clients with information about the firm’s services, explaining processes and timelines for case evaluations.
o Address client questions or concerns with empathy and professionalism, ensuring a positive client experience during the intake process.
6. Coordination with Legal Teams:
o Work closely with attorneys, paralegals, and other staff members to ensure a seamless transition from intake to case management.
o Communicate with attorneys about case prospects, providing them with necessary background information gathered during the intake process.
o Assist in the handover of clients from intake to the assigned legal team, ensuring a smooth client experience.
7. Documentation and Reporting:
o Ensure that all intake documentation, including consent forms, contracts, and questionnaires, is properly executed and filed.
o Generate and maintain reports on the intake process, including the volume of inquiries, case conversions, and referral sources.
8. Process Improvement:
o Review and refine the intake process to improve efficiency and client satisfaction.
o Suggest and implement changes to the intake procedure based on feedback and evolving firm needs.
Qualifications:
o 1+ years of experience in a customer service or administrative role, preferably within a legal setting.
o Experience with client intake, customer service, or legal administration is highly preferred.
o Strong communication and interpersonal skills, with the ability to engage and empathize with potential clients.
o Excellent organizational and multitasking abilities, with attention to detail.
o Proficiency in office management and legal software, including case management and CRM systems.
o Ability to work under pressure, manage multiple tasks, and meet deadlines.
o Discretion and ability to maintain confidentiality.
Preferred Qualifications:
Interested in hearing more? Easy Apply now by clicking the "Quick Apply" button.
This Jobot Job is hosted by: Taylor Kozumplik
Are you a fit? Easy Apply now by clicking the "Quick Apply" button
and sending us your resume.
Salary: $50,000 - $55,000 per year
A bit about us:
Based in the heart of El Segundo, we are dedicated to safeguarding the rights and well-being of individuals in our community. With a focus on compassion, expertise, and unwavering advocacy, our team is committed to providing top-tier legal representation in a variety of protection law matters.
Our firm boasts a team of skilled attorneys with a deep understanding of the complexities of protection law. With years of experience and a track record of success, we take pride in our ability to navigate the legal system effectively on behalf of our clients.
We believe in personalized attention and tailored legal strategies to meet the unique needs of each client. Whether you're facing issues related to domestic violence, child protection, elder abuse, or civil harassment, we are here to offer compassionate support and fierce advocacy every step of the way.
Why join us?
Do you want to work with some of the nation’s best Clients AND enjoy time at home w/ family? We do too!
- Meaningful Work!
- Best in Class Firm!
- Competitive Compensation Package!
- Complete Benefits Package!
- Flexible Work Schedules!
- Accelerated Career Growth!
- Fun Company Activities!
- Many More!
Job Details
Job Overview:
The Intake Coordinator is the first point of contact for potential clients. They manage the intake process by collecting pertinent information, screening prospective clients, and routing qualified cases to the appropriate legal teams. This position requires excellent customer service skills, organizational abilities, and attention to detail, as well as an understanding of legal concepts relevant to the firm’s practice areas.
Key Responsibilities:
1. Client Intake Management:
o Serve as the primary contact for all new client inquiries, both over the phone and online.
o Collect and record detailed information from potential clients, including personal details, legal issues, and relevant case facts.
o Use discretion to ask probing questions and gather essential information to evaluate case strength and eligibility.
2. Screening and Case Evaluation:
o Conduct preliminary case screening to ensure that the prospective case aligns with the firm’s areas of expertise and practice.
o Coordinate with attorneys to assess the legal merits of potential cases and decide whether to move forward with the consultation process.
o Provide clear and concise communication to potential clients regarding the next steps, whether that be scheduling a consultation or informing them that their case may not be a good fit.
3. Appointment Scheduling:
o Schedule initial consultations with attorneys for clients whose cases qualify for further review.
o Ensure all required documentation is collected and prepared ahead of client meetings, including intake forms, case summaries, and relevant client communications.
4. Data Management:
o Accurately enter client information into the firm’s case management system, ensuring all records are complete, up to date, and easily accessible.
o Maintain confidentiality of sensitive client information in accordance with legal and ethical standards.
o Track prospective client interactions and follow up when necessary to ensure all leads are pursued appropriately.
5. Client Communication:
o Respond to client inquiries via phone, email, and web submissions in a timely and professional manner.
o Provide potential clients with information about the firm’s services, explaining processes and timelines for case evaluations.
o Address client questions or concerns with empathy and professionalism, ensuring a positive client experience during the intake process.
6. Coordination with Legal Teams:
o Work closely with attorneys, paralegals, and other staff members to ensure a seamless transition from intake to case management.
o Communicate with attorneys about case prospects, providing them with necessary background information gathered during the intake process.
o Assist in the handover of clients from intake to the assigned legal team, ensuring a smooth client experience.
7. Documentation and Reporting:
o Ensure that all intake documentation, including consent forms, contracts, and questionnaires, is properly executed and filed.
o Generate and maintain reports on the intake process, including the volume of inquiries, case conversions, and referral sources.
8. Process Improvement:
o Review and refine the intake process to improve efficiency and client satisfaction.
o Suggest and implement changes to the intake procedure based on feedback and evolving firm needs.
Qualifications:
- Bilingual in Spanish and English
- Education: High school diploma or GED required. An associate's or bachelor’s degree in Business, Legal Studies, or a related field is preferred.
- Experience:
o 1+ years of experience in a customer service or administrative role, preferably within a legal setting.
o Experience with client intake, customer service, or legal administration is highly preferred.
- Skills:
o Strong communication and interpersonal skills, with the ability to engage and empathize with potential clients.
o Excellent organizational and multitasking abilities, with attention to detail.
o Proficiency in office management and legal software, including case management and CRM systems.
o Ability to work under pressure, manage multiple tasks, and meet deadlines.
o Discretion and ability to maintain confidentiality.
Preferred Qualifications:
- Familiarity with legal concepts and terminology, especially in the firm’s practice areas.
- Experience using case management software.
Interested in hearing more? Easy Apply now by clicking the "Quick Apply" button.
Salary
50,000 - 55,000 /year
