Attorney

• Accurately record and organize client-provided details
• Collaborate with attorneys and team members to ensure a seamless intake process
• Schedule consultations with intake attorneys
• Conduct intake calls and gather essential case details
• Manage and execute the client intake process
• Prepare initial case files for review
• Maintain accurate records in CRM systems
• Evaluate whether callers meet the firm’s criteria for representation
• Serve as the first point of contact for potential clients

Legal Administrative Intake Representative

Legal Intake Administrator

Legal Case Coordinator

Legal Intake Specialist