Legal Intake Specialist

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A legal intake specialist serves as the first point of contact for prospective clients and contributes greatly to their first impressions of your firm. By screening claims, a specialist allows attorneys and other members of your team to focus on their cases, improving the productivity of your firm. Legal intake specialists also form relationships with professionals in similar roles at other firms to provide and receive referrals as needed. This helps ensure people receive legal assistance, even if their claims are not a good fit for your firm, and helps bring in new, quality clients.

¿Qué hace un Legal Intake Specialist?

The primary responsibility of a legal intake specialist is to set up and manage the processes of onboarding new and prospective clients who are a good fit for your law firm.

Responsabilidades

Un Legal Intake Specialist debe ser capaz de cumplir con varias funciones y responsabilidades. Las siguientes son algunas funciones y responsabilidades que un Legal Intake Specialist debe ser capaz de ejecutar:

Interviewing prospective clients by phone and email to become familiar with their cases
Conducting basic research to investigate whether prospective clients’ claims have merit
Evaluating prospective clients’ claims to determine whether they’re in line with the areas of practice and experience of the firm
Scheduling initial consultation appointments with attorneys for promising potential candidates
Onboarding new clients by filling out necessary paperwork and putting together initial case files
Entering client information into computer systems

Habilidades requeridas

Un Legal Intake Specialist competitivo tendrá ciertas habilidades y calificaciones, incluyendo:

Customer service skills to make prospective clients feel welcome
High-level listening skills to gain a thorough understanding of claims
Demonstrated interviewing skills to know which questions to ask to gather more information
Strong written and oral communication skills to explain next steps and compose client profiles for attorneys
Basic understanding of various legal specialties to evaluate the suitability of your firm and recommend other firms as needed
Organizational skills to keep track of prospective clients’ contact and case information

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