Legal Intake Specialist

Job Details :

Legal Intake Specialist - NYC Law Firm - A flexible, hybrid schedule is available with this opportunity!

$70-80k

This dynamic role combines the crucial tasks of managing client intake and ensuring conflict-free representation within the law firm.

You will be the first point of contact for potential clients, acting as a gatekeeper for both the firm's caseload and ethical obligations.

Responsibilities : Intake :

Intake :

• Conduct initial interviews with potential clients via phone, email, or in person.
• Gather detailed information about their legal needs and potential cases.
• Assess eligibility and potential case value based on firm criteria.
• Schedule meetings with appropriate attorneys for eligible clients.
• Maintain accurate records and update case management systems.
• Guide clients through onboarding and paperwork completion.
• Provide excellent customer service throughout the intake process.

Conflicts :

• Conduct thorough conflict checks for potential and existing clients against the firm's database.
• Identify and analyze potential conflicts arising from previous representations or personal relationships.
• Research complex legal issues to determine potential conflicts of interest.
• Prepare conflict reports and recommendations for attorneys and firm management.
• Maintain and update conflict of interest databases and protocols.
• Ensure the firm adheres to ethical guidelines and professional standards.

Additional Responsibilities :

• Support attorneys with case preparation and document gathering.
• Maintain a professional and organized work environment.
• Stay abreast of changes in legal ethics and relevant legislation.
• Collaborate effectively with colleagues and legal teams.

Qualifications :

• Bachelor's degree in a relevant field studies, paralegal, business administration) preferred.
• Minimum of 1-2 years of experience in legal intake or a related field.
• Strong analytical and research skills.
• Excellent communication and interpersonal skills, both written and verbal.
• Proficient in Microsoft Office Suite and legal case management software.
• Attention to detail and ability to multitask effectively.
• Strong understanding of professional legal ethics and conflicts of interest.
30+ days ago