Legal Intake Administrator

Job Title:

Intake Administrator Job Summary:

We are seeking a detail-oriented and highly organized Intake Administrative Assistant to support our intake department and serve as the first point of contact for prospective clients. The ideal candidate will have experience in a legal or professional office environment, strong administrative and communication skills, and the ability to manage a high volume of calls, documents, and client information with accuracy and confidentiality. This role is essential to ensuring a smooth and efficient intake process while providing compassionate and professional service to clients.

Key Responsibilities:

Client Intake Processing:

Conduct initial client intakes, gather required information and documentation, and ensure intake forms are completed accurately and efficiently.

Client File Management:

Create, organize, and maintain electronic intake files, ensuring all client information and documents are complete, accurate, and up to date.

Communication:

Communicate professionally and compassionately with prospective clients, existing clients, and internal legal staff regarding intake status and next steps.

Scheduling & Follow-Up:

Schedule consultations and appointments, track intake deadlines, and ensure timely follow-up with clients regarding missing information or documentation.

Administrative Support:

Provide administrative support to the intake and legal teams, including data entry, document preparation, and general office tasks as needed.

Confidentiality & Compliance:

Handle sensitive and confidential client information with care and in accordance with firm policies and privacy requirements.

Qualifications:

Education:

High school diploma or equivalent required.

Experience:

2+ years of administrative experience, particularly in a legal setting, is preferred but not required.

Technical Skills:

Proficiency in using office software (e.g., Microsoft Office). Experience with legal records software is a plus.

Communication Skills:

Excellent verbal and written communication skills, with the ability to interact professionally with attorneys, staff and clients. Bilingual is a plus.

Time Management:

Ability to prioritize tasks and manage time effectively in a fast-paced legal environment.

Confidentiality:

Demonstrated ability to handle confidential and sensitive information with discretion and integrity.

Job Type:

Full-time.