Intake Admin Specialist Legal Intake
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Key Responsibilities
- Handle 100+ intake-related requests daily.
- Follow up with clients regarding signed retainers, W-9 forms, and other required documentation.
- Conduct client outreach to obtain missing information and required signatures.
- Review and audit intake documentation for accuracy, completeness, and compliance.
- Proofread client-facing documents and intake materials.
- Review recorded intake calls to collect missing information and support quality control initiatives.
- Scan, upload, organize, and maintain case documentation within case management systems.
- Prepare, print, scan, and mail legal correspondence and drop letters.
- Assemble client care packages and other administrative materials.
- Maintain accurate client and case records within internal systems.
- Collaborate closely with intake and legal teams to ensure timely case processing.
Required Qualifications
Education
- Bachelor's Degree required.
- Must be currently pursuing or have completed studies in Law, Legal Studies, Paralegal Studies, Political Science, Criminal Justice, or a related field.
Experience
- Experience working within a law firm is required.
- Previous experience in intake, legal administration, legal support, case management, or client services is required (at least 1 year).