Client Intake Specialist

This job was posted by : For more information,please see: us:Tatum Wysocki Law, P.C. is a criminal defense law firm committed toproviding personalized and effective legal representation for clientswho are contributing members of society. Our team is made up of lawyers,paralegals, and support staff dedicated to making a significantdifference in each of our clients lives and protecting their rights.Position Summary:We are seeking a highly organized and client-focusedIntake Specialist to be the first point of contact for potentialclients. In this role, you will gather essential information, evaluatecase viability based on our firm guidelines, and ensure a smoothtransition to the legal team. The ideal candidate has excellentcommunication skills, attention to detail, and a passion for helpingpeople navigate their legal needs. We value team players who are eagerto support colleagues in various roles to ensure smooth operations andcollaboration.Key Responsibilities:- Respond to incoming calls, email, and web inquiries from potential clients.- Conduct thorough intake interviews to gather necessary information and documents.- Assess preliminary case information to determine alignment with the firms criteria.- Accurately enter and update client information in case management systems.- Schedule initial consultation appointments with attorneys for potential clients.- Follow-up on pending inquiries.- Maintain confidentiality and comply with all legal and ethical standards.- Provide excellent customer service to all prospective and current clients.- Performing administrative support tasks as assigned.Qualifications:- High school diploma or equivalent required.- 1-3 years of experience in a law firm, legal intake, call center, or customer service role (criminal defense or legal background preferred).- Strong verbal and written communication skills.- Professional, compassionate, and patient demeanor.- Ability to handle sensitive and confidential information with discretion.- Familiarity with legal case management software a plus.Skills:- Customer service skills to make prospective clients, current clients, and vendors feel welcome.- High-level listening skills to gain a thorough understanding of client situations.- Demonstrated interviewing skills to know which questions to ask to gather more information.- Strong written and oral communication skills.- Basic understanding of various legal specialties to evaluate the suitability of potential cases and recommend other firms as needed.- Attention to detail with excellent follow-up skills.- Strong organizational and time management abilities.- Ability to multitask in a fast-paced environment.- Problem-solving mindset and adaptability.- Knowledge of word processors, spreadsheets, email, and database software.Work Environment:- Professional office atmosphere; exposure to computer screens.- Sedentary work that primarily involves sitting or standing for prolonged periods.- Regular business hours Monday - Friday: 8 a.m. to 5 p.m.- Occasional overtime may be required based on volume.- Occasional requirement to be on call.Benefits:- Health and Dental- Vision Reimbursement- Paid time off and holidays- Simple IRA with company matching

Created: 2026-03-16