Client Intake Information Liaison

The Client Intake Information Liaison is responsible for following up on the initial intake Client call to assist in gathering, completing, and ensuring a seamless process for new clients prior to attorney assignment to ensure all necessary documentation and information are collected and organized at the start of a new client file. This role involves communication with potential clients, internal staff, and external entities to verify and process client details efficiently and accurately.

Key Responsibilities:

• Client Lead Management - Confirm completion of client leads from the previous day by sending coordinating with Client Intake Specialists, verification that the fee agreement is signed and dated.
• Client Communication - Review initial intake form; contact client to confirm all relevant demographic data (e.g. personal client data and documents, incident details and documents, etc.) set the tone for expectations; answer any client questions;
• Case File Creation - Assign a file number and add it to Intake database software, create a new case file, and upload relevant documents from database to appropriate directory.
• Research and Verification - Conduct lien searches, bankruptcy checks, parcel searches, background checks, and conflict checks where applicable.
• Client Support - Refer the client to treatment and confirm an appointment is scheduled if necessary; create detailed notes for any conversations with client in appropriate database(s).
• Internal Coordination - Send case assignment emails to the appropriate team member; notify the client of legal team assignment.

Requirements

• Experience as a paralegal or legal assistant in plaintiff personal injury is required
• Proficient in Spanish and English
• Excellent communication and interpersonal skills
• Strong organizational abilities and attention to detail
• Proficiency in case management systems and legal research tools
• Ability to work independently and as part of a team
• Knowledge of legal intake procedures and documentation requirements

Benefits

• Bonus Incentive Program
• Health/Dental/Vision Insurance
• Health savings account
• Paid time off