Role Description
A Legal Intake Specialist is the first point of contact for potential clients at a law firm. Their main responsibility is to gather initial information, assess case viability, and ensure a smooth intake process. This role directly impacts the firm's efficiency and client satisfaction by managing the initial interaction, qualifying leads, and routing cases to the appropriate attorney.
Responsibilities
Initial Client Contact: Answer phone calls, respond to emails, and handle online inquiries.
Information Gathering: Collect relevant case details, client information, and assess client needs.
Case Assessment: Evaluate case potential based on firm criteria and determine alignment with expertise/resources.
Referral & Routing: Direct potential clients to the appropriate attorney or legal team.
Client Relationship Management: Build rapport, provide a positive first impression, and maintain professional communication.
Database Management: Update and maintain client information and case details in the firm's system.
Follow-up: Conduct follow-up calls/emails to gather additional information or schedule consultations.
Documentation: Obtain health insurance, social security, medical records, bills, and provider information.
Administrative Tasks: Handle paperwork, schedule appointments, present case summaries/updates. Organize and maintain case files (electronic or paper) in accordance with firm policies.
Skills & Qualifications
Hard Skills
Minimum 2 - 3 years of experience in legal assistance, case management, or related fields.
Familiarity with legal terminology and procedures.
Data entry experience (plus).
Legal background (plus).
Experience in law firms preferred (Filevine experience highly valued).
Ideal Candidate Profile
Prior legal experience or work in a law office.
English C1 level is a must.
Results-oriented, able to integrate into a dynamic team.
Availability to work 100% on-site in Kenya.