Law Firm
Seattle, WA
Legal Staff Other in Seattle, WA
Legal Staff
1-3 yrs required
No
Job Title: Intake Specialist - Law Firm
Job Responsibilities:
- Conduct intake inquiries with prospective clients to gather essential case information and assess basic case criteria.
- Accurately document client information in the law firm’s CRM system (Clio Grow) and ensure records are complete and up to date.
- Work closely with the Lead Intake Specialist to follow intake protocols and prioritize matters appropriately.
- Schedule consultations and coordinate follow-ups with attorneys and legal staff.
- Communicate with potential new clients in a professional, empathetic, and timely manner.
- Maintain awareness of intake protocol deadlines and next steps, ensuring timely handoffs to the legal team.
- Support the intake team with administrative tasks and workflow management as needed.
- Participate in training sessions and performance reviews conducted by the Lead Intake Specialist, Attorneys, Project Managers, or the Marketing Manager.
Education and Experience Information:
- 1–3 years of experience in intake, customer service, or a related client-facing role; legal or employment law background a plus.
- Strong interpersonal and communication skills.
- Organized, detail-oriented, and capable of managing multiple priorities at once.
- Proficiency in Microsoft Office (particularly Excel) and CRM platforms.
- Ability to work independently while following established processes and taking direction from senior staff.
- Associate or bachelor’s degree preferred.
Salary Information:
- Pay: - , depending on experience (DOE).
Benefits:
- Comprehensive benefits package including medical, dental, vision, and 401(k).
- Paid Time Off (PTO) and paid holidays.
- Opportunities for internal advancement and ongoing professional development.
- Supportive, inclusive, and professionally enriching work environment.
Schedule:
- 8-hour shift.
- Full-Time, In-Office Position.
Additional Information:
To apply, candidates are encouraged to submit their resume and a brief cover letter outlining their interest in the role and relevant experience.
Jun 13, 2025
|
Tell us where to send your access instructions: