CLIENT INTAKE COORDINATOR
[HYBRID/REMOTE]

We are seeking an additional CLIENT INTAKE COORDINATOR. This role serves as the first point of contact for our clients and supports attorneys, clients, and staff during the initial case intake phase.

QUALIFICATIONS:

  • EXPERIENCE: 2-5 years of experience in a client-facing role, ideally within the legal industry, with a strong preference for those who have worked at a litigation law firm in LA County. Experience in business, real estate, family law, and/or related contract litigation matters is highly desirable.
  • EDUCATION: Bachelor’s Degree or equivalent certification.
  • LOCATION: Live and work experience in LA County.
  • COMMUNICATION: Proficiency in Spanish and English; Articulate, clear phone voice; excellent spelling, grammar, punctuation, and formatting. Able to accept criticism and direction well.
  • CHARACTER:
    • Detailed oriented, diligent, and able to “hit the ground running.”
    • Accept criticism and direction well.
    • Ability to think and act independently with minimal supervision.
    • Exceptional problem-solving skills and work ethic.
    • Professional appearance.
  • TECHNOLOGY: Advanced skills: Microsoft Outlook, Word, Adobe, Dropbox, Zoom, Slack, Asana, Lexis, Rutters Guides. Home office in a quiet professional location (no background noise).
  • REFERENCES: Trustworthy, dependable, and clear background report.

JOB DESCRIPTION:

  • CLIENT INTAKE:
    • Act as the first point of contact for “Potential New Clients”, offering a warm and professional welcome.
    • Receive inquiries from potential new clients via phone, email, website referrals, or other referral channels.
    • Contact potential new clients via phone, email, or text to have them complete the intake form and schedule a consultation.
    • Guide potential new clients through the intake form and provide basic information about the firm’s services.
    • Follow up with potential new clients to collect and accurately record client information and documents (including personal details, case specifics, and other relevant data) in Lawmatics to confirm their suitability as potential clients.
    • Maintain regular communication with clients throughout the intake process, providing updates and addressing any questions or concerns.
    • Check in potential new clients for phone or Zoom video consultations.
    • Ensure the firm’s calendar is current and accurately reflects rescheduled and canceled consultations.
    • Liaise with various departments to ensure a seamless transition from intake to active case management, including scheduling consultations and follow-ups.
  • PHONE RECEPTION: Serve as the primary contact for all incoming calls, unless a call is directed to another extension.
  • CORRESPONDENCE: Draft and respond to emails, letters, and notices. Interface with the reception office, vendors, and consultants.
  • REPORTING: Prepare and present monthly reports, including the PNC report and Rize Review report.
  • MANAGE CLIENT REVIEWS: Oversee client reviews on platforms such as Rize App, Yelp, Google, AVVO, LinkedIn, etc.
  • ADMINISTRATIVE SUPPORT: Assist with other administrative tasks as needed to support the client services team.

HOW TO APPLY:

  • Submit RESUME (PDF)
  • Submit COVER LETTER (PDF)
    • Describe your prior experience and qualifications for this position.
    • Provide your salary expectations.
    • Provide a link to your LinkedIn and/or social media so we can learn more about you.

We are an Equal Opportunity Employer committed to developing and advancing a diverse team.

ADDITIONAL DETAILS:

  • JOB TYPE: Full-Time
  • SCHEDULE: 8:30AM – 5:30PM w/1-hour unpaid lunch and (2) paid 15-minute breaks
  • WORK LOCATION: Hybrid/Remote (2x per month in-office)
  • BENEFITS: Competitive Compensation Package; Monthly Bonus; Paid Time Off for Holidays/Sick/Vacation; Medical/Dental Insurance; Work Perks; Remote Work-Life Balance Schedule.

We are an Equal Opportunity Employer committed to developing and advancing a diverse team.

APPLY FOR THIS POSITION: