V104 - Intake Specialist | Legal Administrative Intake Coordinator

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Job Description:

We are looking for a motivated Intake Specialist to join a dynamic legal team. In this role, you will be the first point of contact for clients, handling calls with professionalism and empathy while gathering essential information for ongoing cases. You’ll contribute to smooth operations by entering accurate data, coordinating with staff, and supporting administrative tasks. This role is perfect for someone who thrives in a fast-paced environment, enjoys helping clients, and takes pride in attention to detail and clear communication.

Monthly Compensation: 1,150 to 1,220

Responsibilities include, but are not limited to:

• Provide general administrative assistance as needed

• Coordinate with internal staff to support ongoing cases

• Answer and professionally route incoming phone calls

• Ensure client inquiries are addressed promptly and courteously

• Maintain organization of records and follow up on pending items

• Accurately input client data into Clio and Excel spreadsheets

• Conduct intake calls to collect critical client information

Requirements:

• 1-2 years of experience in client intake or administrative support preferred

• Strong verbal and written communication skills

• Ability to multi-task and prioritize efficiently

• Comfort with technology and CRM systems, particularly Clio

Key Skills

• Strong verbal communication and excellent phone etiquette

• Detail-oriented with high accuracy in data handling

• Ability to manage multiple calls and tasks simultaneously

• Tech-savvy and comfortable with Clio, Excel, Microsoft 360, Teams, and Google Sheets

• Professional, friendly, and approachable demeanor

• Reliable, punctual, and consistent with attendance

• Team-oriented and collaborative

• Customer service mindset: patient, empathetic, and solution-focused

Traits and Values

• Organized and proactive

• Solution-oriented and adaptable

• Empathetic and professional in client interactions

• Dependable and trustworthy

• Collaborative and willing to support colleagues

• Positive attitude and resilience in fast-paced environments

Software

• CRM: Clio

• VoIP: RingCentral

• Internal Communication: Teams

• Email and Calendar: Outlook

• Other Tools: Google Sheets, Microsoft 360

Working Schedule

• Monday to Friday

Work Shift:

Languages:

Ready to dive in? Apply now and make sure to follow all the instructions! 

Our application process involves multiple stages, and submitting your application is just the first step. Every candidate must successfully pass each stage to move forward in the process.

Please keep an eye on your email and WhatsApp for the next steps. A recruiter will be assigned to guide you through the application process. Be sure to check your spam folder as well.