Attorney

• Manage initial phone calls.
• Evaluate potential cases.
• Guide clients through the intake process with professionalism and care.
• Organize, analyze, and communicate effectively.
• Ensure that only qualified cases move forward.
• Collaborate with team members to ensure smooth client onboarding.
• Maintain accurate records in CRM systems.
• Manage scheduling and calendaring for appointments.
• Follow up with clients promptly and professionally.
• Handle intake calls and assess client eligibility.
• Uphold confidentiality and compliance standards.
• Support case management tasks under attorney supervision.
• Draft discovery documents and interrogatories as needed.
• Prequalify and vet callers based on firm criteria.

Legal Intake Administrator

Legal Case Coordinator

Legal Intake Specialist