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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in client intake, onboarding, and calendar management within a legal environment, ensuring organized communication and documentation. Proficient in using MyCase and Microsoft Office Suite to support administrative tasks and maintain client records.
Highest-signal resume keywords
Client Intake ManagementCalendar ManagementMyCase ProficiencyMicrosoft Office SuiteCustomer Service
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Client IntakeDocument CollectionCalendar ManagementFee Agreement PreparationPayment Record Maintenance
Soft Skills
Professional CommunicationEmpathyOrganizational Skills
Tools & Technologies
MyCaseMicrosoft WordMicrosoft ExcelAdobeRingCentral
Industry Keywords
Legal ReceptionistOnboarding ProcessStandard Operating ProceduresConfidentialityCourt System Navigation
About the role
Key responsibilities & impact- Follow up with leads consistently and document all communication and next steps
- Upload, organize, and maintain client documents in the appropriate systems
- Send welcome emails and provide clients with lists of documents they need to gather
- Manage prospective client intake and support clients throughout the onboarding process
- Schedule consultations, appointments, meetings, and court dates accurately
- Check voicemails regularly and ensure messages receive appropriate follow up
- Place outgoing calls and respond to client inquiries with empathy and professionalism
- Follow up with prospective and existing clients by telephone and email
- Manage the attorney’s calendar and monitor the schedule to prevent conflicts
- Navigate the firm’s court system to assist with scheduling and court date coordination
- Use RingCentral to manage client calls and voicemail communications
- Maintain accurate client, consultation, and matter records
- Manage and update client and lead information in MyCase
- Collect consultation payments and maintain accurate payment records
- Track outstanding fee agreements and follow up with clients to collect completed copies
- Prepare and send fee agreements for signature
- Provide dependable administrative support to help the legal team maintain an organized and responsive client experience
- Protect confidential client and firm information at all times
- Use Microsoft Word, Excel, Adobe, and other approved tools to complete administrative tasks
- Support the implementation and maintenance of standard operating procedures
Requirements
What you’ll need- Three to five years of experience as an assistant, intake specialist, legal receptionist, or similar support professional within a law firm
- Previous experience supporting client intake, onboarding, calendar management, document collection, and follow up processes
- Excellent spoken and written English
- Strong customer service and professional communication abilities
- Experience using standard operating procedures is highly appreciated
- Experience with MyCase is highly appreciated
- Proficiency with Microsoft Office Suite, including Word and Excel
- Familiarity with Adobe for reviewing and managing documents
- Experience with RingCentral or a comparable business phone system
- Ability to learn and navigate the firm’s specific court system
- Availability to work from 9:00 a.m. to 6:00 p.m. Central Time
Benefits
Comp & perks- Remote work opportunity
- Great Place to Work Certification workplace culture