Job Duck

Intake Specialist

• Conduct intake interviews and gather detailed information from potential clients
• Support the progression of cases by maintaining organized records
• Receive, review, and organize client documentation
• Request, track, and follow up on medical records
• Assist with case management tasks during non peak periods
• Provide exceptional support to potential clients outside of traditional business hours
• Guide individuals through the intake process
• Ensure critical case information is collected accurately
• Help maintain the smooth flow of overnight operations

Intake and Case Management Specialist II

Supervisor

• Lead a team responsible for client support during overnight operations
• Balance hands-on intake responsibilities with team leadership
• Provide backup coverage when team members are unavailable
• Perform quality assurance reviews for adherence to company standards
• Prepare operational and productivity reports
• Track and report key performance indicators
• Request, track, and follow up on medical records
• Receive, review, and organize client documentation
• Support case progression by maintaining organized records
• Monitor individual and team performance against established goals
• Provide operational support and maintain quality standards

Intake Team Supervisor

• Guide potential clients through the intake process outside traditional business hours
• Collect critical case information accurately
• Request, track, and follow up on medical records
• Conduct intake interviews and gather detailed information from potential clients
• Maintain organized records to support case progression
• Receive, review, and organize client documentation
• Assist with case management tasks during non-peak periods
• Review documentation and support overnight operations

Intake and Case Management Specialist

Case Coordinator

• Answer inbound phone calls and respond to emails professionally and promptly
• Manage intake overflow and ensure inquiries are addressed promptly
• Enter complete and accurate records and information into company systems
• Support early onboarding activities for new cases
• Assist with case manager intake processes
• Review, organize, and maintain client documentation
• Coordinate with internal teams to support case progression and client service needs

Case Intake Coordinator II

• Answer inbound phone calls and respond to emails in a professional and timely manner
• Assist with case manager intake processes
• Review, organize, and maintain client documentation
• Support early onboarding activities for new cases
• Manage intake overflow and ensure all inquiries are addressed promptly
• Ensure all records and information are complete and accurately entered into company systems
• Coordinate with internal teams to support case progression and client service needs
• Manage communications and support the intake process to create a positive first impression for prospective clients

Case Intake Coordinator IV

• Manage intake overflow and ensure all inquiries are addressed promptly
• Assist with case manager intake processes
• Ensure all records and information are complete and accurately entered into company systems
• Coordinate with internal teams to support case progression and client service needs
• Support early onboarding activities for new cases
• Answer inbound phone calls and respond to emails in a professional and timely manner
• Review, organize, and maintain client documentation

Case Intake Coordinator III

• Support early onboarding activities for new cases
• Coordinate with internal teams to support case progression and client service needs
• Ensure all records and information are complete and accurately entered into company systems
• Review, organize, and maintain client documentation
• Assist with case manager intake processes
• Manage intake overflow and ensure all inquiries are addressed promptly
• Answer inbound phone calls and respond to emails professionally and promptly
• Coordinate information, support onboarding activities, and maintain accurate documentation to create a seamless client experience

Case Intake Coordinator

Legal Assistant

• Perform paralegal level support tasks under the direction and supervision of attorneys
• Communicate professionally with clients through email and outbound telephone calls
• Assist attorneys with legal and administrative tasks related to active client matters
• Review documents and case records carefully to identify missing or inconsistent information
• Track outstanding client information, documents, and follow up items
• Upload, organize, label, and retrieve case documents in the case management system
• Maintain accurate and current case information within MyCase
• Protect confidential client and legal information at all times
• Support attorneys in maintaining organized workflows and meeting case deadlines
• Coordinate case related communications between clients and attorneys
• Conduct outbound calls to clients when additional information, documentation, or case updates are needed
• Prepare subpoenas and supporting documentation as directed
• Draft, format, review, and organize legal documents using established instructions and templates
• Respond to routine client questions and concerns while escalating legal matters to the appropriate attorney
• Help manage cases, client records, deadlines, and related documentation

Legal Assistant – Client Case Coordinator

Attorney

• Follow up with prospective clients and leads
• Ensure legal records and client information remain organized and updated
• Collaborate with team members to support operational efficiency and firm growth
• Maintain confidentiality of client and firm information
• Contact clients regarding documentation, updates, and requests
• Support phone communications and client interactions
• Assist with case-related administrative activities
• Manage and organize incoming and outgoing email communications
• Save, maintain, and organize client files and legal documentation
• Draft estate planning documents
• Provide general administrative assistance
• Assist attorneys and team members with administrative and legal support tasks
• Support estate planning, probate and trust administration, elder law, and Medicaid matters
• Use WealthCounsel and RingCentral

Estate Planning Legal Administrative Support

Billing Specialist

• Prepare trust disbursements under attorney direction
• Investigate payment discrepancies and recurring account issues
• Manage the client-facing financial relationship from engagement through final payment
• Conduct direct and professional conversations with clients who fall behind on payments
• Identify circumstances preventing payment and discuss realistic options within established policies
• Establish clear next steps while maintaining appropriate financial boundaries
• Track every expected payment until paid, rescheduled, escalated, or otherwise resolved
• Manage approximately 150 to 200 active client accounts
• Follow up on missed payments and broken payment promises
• Resolve routine billing and client account issues within established policies
• Recommend billing process improvements
• Explain invoices, payment schedules, and financial commitments to clients
• Maintain accurate invoices, payments, account balances, payment plans, and client records
• Support attorney trust account activity, including entering client trust balances
• Escalate exceptions, disputes, discrepancies, and unusual situations
• Flag trust account discrepancies for the external bookkeeper
• Identify patterns involving confusing invoices, lost payment promises, or inefficient processes

Bilingual Billing Specialist

Paralegal

• Manage multiple priorities and deadlines in a fast-paced environment
• Assist with litigation and legal administrative duties
• Communicate with opposing counsel regarding litigation matters
• Notify judicial offices of relevant case developments, including settlements
• Create and maintain contact information for judges and judicial assistants
• Maintain organized, complete, and accurate case files and documentation
• Communicate with judicial assistants regarding case questions, updates, and administrative matters
• Review newly assigned cases and identify the appropriate judge using the case number
• Prepare and send conferral emails to opposing counsel
• Draft initial pleadings and litigation-related legal documents using established templates
• Research and add judges to the case management system
• Maintain records of litigation requests, communications, and follow-ups
• Complete e-filing activities accurately and within applicable deadlines
• Assist with case setup after new lawsuits are filed
• Draft proposed orders, cover letters to judges, and court-related correspondence
• Prepare witness lists, exhibit lists, and other case documentation
• Support civil litigation and first-party property damage matters
• Draft motions to compel, including motions related to obtaining deposition dates

Bilingual Property Damage Litigation Paralegal

Customer Success Manager

• Conduct routine check in calls with current clients
• Help manage and gatekeep attorney calendars by appropriately scheduling client appointments
• Return voicemail calls from current clients
• Identify recurring client needs, concerns, or patterns and communicate relevant trends to leadership
• Identify opportunities to reengage lapsed leads and help move them closer to resolution
• Ask thoughtful questions, actively listen to client concerns, and respond with empathy, professionalism, and a solutions oriented mindset
• Develop and maintain strong relationships with current and former clients
• Handle inbound calls from current clients and reroute calls belonging to other departments
• Support client retention and growth objectives through proactive communication
• Cultivate client relationships that can lead to referrals, repeat business, and positive word of mouth
• Perform general administrative duties, including handling phone calls, maintaining client calendars, sending mailings, and managing general communication
• Track and report weekly call volume, lapsed lead conversion, and meaningful client touchpoints
• Maintain accurate records in CRM and Case Management systems
• Contact clients who send messages to determine whether they would like to schedule an appointment
• Contact law enforcement agencies regarding requested reports
• Make outbound calls to former clients, current clients, unretained leads, and referral sources
• Provide proactive updates following court appearances or scheduling changes
• Encourage online reviews, referrals, and newsletter opt ins
• Identify opportunities for additional services and referrals
• Provide appropriate referrals through the firm’s curated Team 100 list
• Follow up with District Attorney offices regarding discovery
• Contact District Attorney offices on Mondays regarding charges for current clients with precharging matters
• Schedule trial preparation calls
• Schedule strategy sessions

Client Happiness Coordinator, Client Success Specialist

• Follow established firm procedures, training materials, and the firm's internal playbook
• Schedule hearings for motions
• Draft professional letters and legal correspondence
• Track important deadlines and ensure timely completion of assigned tasks
• Handle sensitive client and case information with confidentiality and discretion
• Support trauma-informed legal assistance for clients navigating sensitive circumstances
• Follow security protocols and prevent information security risks
• Help fine tune and expand the firm's training playbook
• Communicate task status, priorities, availability, and challenges
• Identify potential issues and resolve them independently when appropriate
• Maintain responsiveness and availability during scheduled working hours
• Obtain records and follow up on outstanding records requests
• Monitor Connecticut judicial websites
• Draft and file motions and other legal documents
• Remind and hold the attorney accountable for deadlines, appointments, and commitments
• Maintain organized case information and documentation
• Assist with light billing and administrative responsibilities
• Support day-to-day case management and administrative needs
• Maintain and manage calendars

Legal Assistant – Civil Litigation

Bilingual

• Enter and update lead and client information in the CRM or case management system
• Process payments over the phone while handling sensitive data securely
• Assist current clients with basic updates, scheduling, and routing needs
• Follow up with warm leads and callbacks
• Conduct initial intake calls and gather relevant case information accurately
• Perform outbound follow-up calls to leads and missed inquiries
• Guide potential clients through the consultation and hiring process
• Schedule consultations with attorneys
• Answer inbound calls from prospective and current clients during after-hours coverage
• Prepare and submit end-of-day reports detailing activity, outcomes, and pending follow-ups
• Coordinate lead handoff and provide updates to the daytime intake team

Bilingual Client Intake Coordinator

Intake Coordinator

• Serve as the first point of contact for prospective clients seeking family law services
• Answer incoming calls and gather essential information
• Assess and vet prospective clients according to established criteria and procedures
• Ask intake questions to understand callers’ needs and circumstances
• Identify missing or incomplete intake information and obtain necessary details
• Enter caller and prospective client information accurately into Lawmatics
• Maintain complete, organized, and current intake records
• Use RingCentral to manage incoming and outgoing telephone communications
• Provide callers with clear information regarding next steps in the consultation process
• Schedule consultations based on attorney availability and established procedures
• Follow up on prospective client inquiries when requested
• Protect confidential client and prospective client information
• Collaborate with paralegals, legal assistants, attorneys, and administrative team members
• Support additional intake and client service tasks as assigned and appropriately trained
• Answer approximately 30 to 40 incoming calls each day professionally, warmly, and promptly