Intake Coordinator
We are seeking a bilingual, detail-oriented and client-focused Intake Coordinator to join our team. The Intake Coordinator will be the first point of contact for potential clients, gathering essential case details, assessing eligibility, and ensuring seamless communication between clients and attorneys. The ideal candidate will have excellent customer service skills, strong attention to detail, and a basic understanding of legal procedures.
Responsibilities
- Serve as the first point of contact for potential clients via phone, email, and in-person interactions
- Conduct initial case evaluations by gathering relevant details and assessing whether cases meet the firm's criteria
- Accurately record client information, case details, and supporting documents in the firm's case management system
- Coordinate consultations and follow-ups between clients and attorneys
- Maintain a basic understanding of legal procedures and terminology to properly handle inquiries
- Ensure that all client information is handled securely and in compliance with legal and ethical guidelines
- Track potential client inquiries, provide updates, and assist with case-related documentation as needed
- Required to be in an on-call weekend schedule
- High school diploma or equivalent required; associate’s or bachelor’s degree in a related field preferred
- Prior experience in a legal, customer service, or intake-related role preferred
- Ability to handle sensitive information with discretion
- Basic understanding of legal marketing strategies, lead generation, and the client intake process within the legal industry
- Strong analytical skills with the ability to evaluate data and make strategic decisions based on insights.
- Must be available to work from 1:00 PM to 10:00 PM, Monday through Friday.
- Bilingual (Spanish and English) required
- Based in the Phoenix, Arizona area
- Starting at $60,000 annual salary
- Unlimited PTO + 1 Wellness Day per Month
- 3% Match SIMPLE IRA- day 1
- BCBS Health Insurance (including fully employer-funded coverage)- day 1
- Potential bonuses in the future
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