Client Intake Specialist

Our Los Angeles office is looking to hire an experienced Client Intake Specialist, with a desire to grow within the legal industry. This position must be staffed by an individual who is business development-oriented and works well with people. We ask that you have a customer service background and possess the ability to screen potential client calls. This role involves a large volume of incoming client calls. We’re looking for candidates who have experience in Intake in Personal Injury, Immigration, or Criminal Defense. You will report directly to the Intake Director.

In this role, it is necessary for this candidate to have experience in Personal Injury, Immigration, or Criminal Defense, and an understanding of how to conduct a proper Intake. We’re looking for a professional who will manage multiple aspects of client relations for the law firm. You will often be the first line of contact for potential clients.

Responsibilities:

  • Review and assigns new business intake
  • Screen telephone calls before scheduling an attorney-client consultation
  • Persistently monitor all potential new client inquiries (email, internet, phone, and referrals)
  • Immediately contact every potential client and establish a relationship with the client
  • Follow up with pending inquiries
  • Update logs and reporting systems to reflect the status of all potential new clients
  • Conduct potential new client interviews with genuine empathy and compassion
  • Schedule appointments for potential clients.
  • Take accurate notes during the attorney-client initial consultation
  • Collaborate with our attorneys to complete the initial consultation process
  • Assist attorneys with administrative tasks related to opening new cases and maintaining databases
  • Follow instructions from the supervising attorney and perform accordingly
  • Write emails, transcribe notes, research legal documents, fax, copy, and create spreadsheets (can maintain complex spreadsheets)

Qualifications:

  • Bilingual (English/Spanish) with full proficiency
  • 1-2 year of experience in Personal Injury, Immigration, or Criminal Defense
  • 2 or more years of customer service or sales experience
  • Background with performance-based metrics
  • Case Management software experience is a major plus
  • Resourceful and motivated to solve issues as they arise
  • Customer service attitude

Here at the Matian Firm, we offer medical, dental, and vision insurance. We have a great compensation package including a 401(k) plan. Some perks include catered lunches, complimentary parking, paid time off, and more! Come be apart of our growing firm and its opportunities for your career development. You will learn and develop alongside a team of professionals who aim to excel in the legal industry.

The Matian Firm, APC is an equal employment opportunity employer, and we welcome everyone regardless of their race, color, religion, sex, national origin, age, disability, veteran status or genetics. We are dedicated to providing an inclusive, open, and diverse work environment.

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