Legal Intake Specialist

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Company: Latitude 36

Location: San Jose, CA 95123

Description:

The Legal Intake Specialist is responsible for handling incoming client inquiries, screening potential cases, and gathering essential information for attorneys. This role requires strong communication skills, professionalism, and the ability to assess client needs efficiently. The ideal candidate will have experience in customer service, legal intake, or a related field.

This role is fully onsite

Salary: $100-120k/yr depending on experience

Responsibilities:
    • Serve as the first point of contact for potential clients via phone, email, or online inquiries.
    • Conduct initial case screenings to determine eligibility and suitability for legal services.
    • Gather and input client information accurately into the case management system.
    • Schedule consultations for attorneys and ensure all necessary documents are collected.
    • Follow up with prospective clients and track intake progress.
    • Maintain detailed records of all client interactions.
    • Collaborate with attorneys and legal staff to ensure seamless case handoffs.


$100,000 - $120,000 a year

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