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

Family Law Intake Coordinator

• Vet prospective clients according to the firm’s established criteria and procedures
• Listen to callers and gather information required for intake
• Serve as the first point of contact for prospective family law clients
• Schedule consultations based on attorney availability
• Maintain complete, organized, and current intake records
• Enter caller and prospective client information into Lawmatics
• Ask intake questions to understand callers’ needs and circumstances
• Answer approximately 30 to 40 incoming calls each day
• Support additional intake and client service tasks
• Follow up on prospective client inquiries
• Collaborate with paralegals, legal assistants, attorneys, and administrative team members
• Provide clear information regarding consultation next steps
• Use RingCentral for incoming and outgoing telephone communications
• Maintain availability throughout the established working schedule
• Identify missing or incomplete intake information and obtain necessary details
• Protect confidential client information
• Communicate clearly and compassionately with individuals experiencing sensitive family situations

• Follow up with clients regarding their applications and ensure they complete the required steps
• Keep applications moving through consistent communication and timely follow-ups
• Coordinate with Case Managers to ensure tasks and updates are completed
• Track outstanding items and see projects through to completion
• Maintain accurate records and provide updates on application progress
• Deliver a professional and positive experience during every interaction