Intake Admin Specialist Legal Intake

Full Time 4 days ago
Employment Information

Key Responsibilities

  • Handle 100+ intake-related requests daily.
  • Follow up with clients regarding signed retainers, W-9 forms, and other required documentation.
  • Conduct client outreach to obtain missing information and required signatures.
  • Review and audit intake documentation for accuracy, completeness, and compliance.
  • Proofread client-facing documents and intake materials.
  • Review recorded intake calls to collect missing information and support quality control initiatives.
  • Scan, upload, organize, and maintain case documentation within case management systems.
  • Prepare, print, scan, and mail legal correspondence and drop letters.
  • Assemble client care packages and other administrative materials.
  • Maintain accurate client and case records within internal systems.
  • Collaborate closely with intake and legal teams to ensure timely case processing.

Required Qualifications

Education

  • Bachelor's Degree required.
  • Must be currently pursuing or have completed studies in Law, Legal Studies, Paralegal Studies, Political Science, Criminal Justice, or a related field.

Experience

  • Experience working within a law firm is required.
  • Previous experience in intake, legal administration, legal support, case management, or client services is required (at least 1 year).
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