Intake Paralegal
- Conduct initial client intake interviews via phone, email, or in person, as needed.
- Gather and document critical case facts, contact information, and relevant legal issues.
- Enter and maintain accurate client data in the firm’s CRM and case management system.
- Conduct preliminary conflict checks.
- Schedule consultations for attorneys and provide follow-up communication with potential clients.
- Prepare and send engagement letters and retainer agreements to new clients.
- Assist with client onboarding and transition to case teams.
- Collaborate with attorneys and staff to ensure timely response to client inquiries.
- Maintain confidentiality and comply with all legal and ethical guidelines.
- Associate’s or Bachelor’s degree preferred.
- 5+ years of experience as a paralegal or legal assistant, preferably in an intake or client-facing role at a law firm
- Familiarity with legal terminology and legal intake processes.
- Experience using case management software (e.g., Clio, NetDocs, etc.).
- Exceptional formal writing skills.
- Excellent communication and interpersonal skills.
- Strong organizational skills and attention to detail.
- Ability to multitask in a fast-paced environment.
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