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Intake Legal Assistant
Williamsville, NY Job Title: Intake Legal Assistant Salary Range: $19.00 To 26.00 Hourly Location: Williamsville, NY, US Our law firm is seeking an experienced and highly motivated Intake Legal Assistant to join our passionate team. This individual will serve as the initial point of contact with potential clients and act as their advocate throughout the intake process. The successful candidate will have a proven track record of working in customer service, excellent communication and organizational skills, and the ability to thrive in a fast-paced environment. This is an incredible opportunity to be part of a team that has a significant impact on people’s lives. Job Responsibilities: • Extend outstanding customer service to clients • Establish and maintain professional relationships with attorneys, colleagues, and management • Effectively utilize case management software to create the initial case file for all new and prospective clients, schedule meetings, document all work, case expenses and payments, and communicate with firm employees • Answer all calls in a timely manner and conduct phone interviews with new and prospective clients • Assign Attorneys and legal assistants/paralegals to each case following department procedures • Schedule appointments for new clients coordinating calendars for multiple people • Meet with new and prospective clients in the company office for continued fact gathering • Generate initial documents for both client and attorney • Coordinate out of the office appointments as necessary with couriers • Monitor the department email for Internet requests for assistance and follow up on them in a timely manner • Follow up on all calls to the overnight service before 10:30 AM. • Photocopy, telefax, email, mail and scan items associated with clients’ cases • Assist attorneys with the following: o Draft correspondence and documents using firm templates o Assemble enclosures o Request police accident reports o Request medical records • Prepare the physical case file to be transferred to assigned attorney and legal assistant/paralegal • Provide support for multiple attorneys and legal assistant/paralegals in a professional manner • Attend and actively participate in trainings for continued growth and development • Participate in special projects as assigned by management • Participate in firm meetings as necessary • Other duties as assigned Qualifications: • Proven experience working in customer service • Excellent communication and organizational skills • Highly detail-oriented • Ability to thrive in a fast-paced environment • Demonstrated problem-solving and excellent decision-making abilities Schedule: Tuesday through Saturday or Sunday through Thursday. Our law firm is looking for an Intake Legal Assistant to join our passionate team. This individual will serve as the initial point of contact with potential clients and act as their advocate throughout the intake process. The successful candidate must have a proven track record of working in customer service, excellent communication and organizational skills, and the ability to thrive in a fast-paced environment. This is an incredible opportunity to be part of a team that has a significant impact on people’s lives. ## Job Description ### Overview Our law firm is looking for an experienced and highly motivated Intake Legal Assistant to join our passionate team. This individual will serve as the initial point of contact with potential clients and act as their advocate throughout the intake process. The successful candidate will have a proven track record of working in customer service, excellent communication and organizational skills, and the ability to thrive in a fast-paced environment. This is an incredible opportunity to be part of a team that has a significant impact on people’s lives. ### Salary Range $19.00 To 26.00 Hourly ### Location Williamsville, NY, US ### Job Responsibilities In this role, the Intake Legal Assistant will be responsible for: - Extending outstanding customer service to clients - Establishing and maintaining professional relationships with attorneys, colleagues, and management - Effectively utilizing case management software to create the initial case file for all new and prospective clients, schedule meetings, document all work, case expenses and payments, and communicate with firm employees - Answering all calls in a timely manner and conducting phone interviews with new and prospective clients - Assigning Attorneys and legal assistants/paralegals to each case following department procedures - Scheduling appointments for new clients coordinating calendars for multiple people - Meeting with new and prospective clients in the company office for continued fact gathering - Generating initial documents for both client and attorney - Coordinating out of the office appointments as necessary with couriers - Monitoring the department email for Internet requests for assistance and follow up on them in a timely manner - Following up on all calls to the overnight service before 10:30 AM. - Photocopying, telefaxing, emailing, mailing and scanning items associated with clients’ cases - Assisting attorneys with drafting correspondence and documents using firm templates, assembling enclosures, requesting police accident reports, and requesting medical records - Preparing the physical case file to be transferred to assigned attorney and legal assistant/paralegal - Providing support for multiple attorneys and legal assistant/paralegals in |
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