Legal Intake Specialist

Company: Gertsburg Licata Co., LPA
Location: Independence
Posted on: May 27, 2023

Job Description:

Gertsburg Licata is seeking a skilled Legal Intake Specialist to join our law firm. As a Legal Intake Specialist, you will be responsible for managing initial client communications, gathering, and organizing client information, and ensuring a smooth intake process. - We are looking for a quick-paced individual who thrives in handling problems as they arise, even when juggling multiple issues simultaneously. This role is ideal for someone who enjoys working in a changing environment and is invigorated by time-sensitive tasks, pressures, and multiple demands. If you find redundant work boring and are a distracting force in predictable environments, this position may be a perfect fit for you. We value individuals who strive for consistently reliable accuracy and possess the determination to follow through and ensure success.As a Legal Intake Coordinator, your primary responsibilities will include:

• Receiving and managing initial client communications, such as phone calls, emails, and other forms of correspondence.
• Gathering and organizing client information, including relevant documents and case details.
• Conducting initial assessments of client needs and determining eligibility for our legal services.
• Scheduling consultations and appointments with attorneys.
• Ensuring a smooth intake process, including the timely and accurate entry of client information into our case management system.
• Following up with clients to ensure their satisfaction with our services.
• Coordinating with attorneys and other staff members to address client needs promptly and efficiently.
• Maintaining accurate and up-to-date records of client communications and case information.
• Assisting with other administrative tasks as needed.To excel in this role, you should meet the following requirements:
  • Bachelor's degree in a related field or equivalent experience.
  • A minimum of 2 years of experience in a legal intake or related role.
  • Excellent communication and interpersonal skills.
  • Strong organizational and time-management skills.
  • Ability to work independently and as part of a team.
  • Familiarity with legal terminology and procedures.
  • Proficiency with Microsoft Office and other relevant software applications.
  • Experience with case management software is preferred.A Bit About UsOUR MISSION IS TO CREATE FREEDOM AND GROWTH FOR ENTREPRENEURS AND THEIR VENTURES.We are a full-service business law and strategic advisory firm representing and serving entrepreneurs and executives of start-up and middle-market enterprises in business transactions, litigation and arbitration, and regulatory matters. At our heart, we're problem solvers focused on providing sophisticated legal and business strategies that help you and your business flourish. Our areas of specialty and expertise include contract analysis and negotiation, business formation, corporate governance, business dispute litigation, mergers & acquisitions, financing, real estate law, and the myriad of issues businesses encounter navigating domestic and global markets.We strive to create a dedicated, engaged culture that is quite different from traditional law firms. While embarking upon a career with us, you will work with a team of passionate professionals collaborating to exceed expectations in all facets of our business. We are committed to fostering an inclusive environment and celebrate a culture where you feel inspired to be your best and most authentic self.Our Core ValuesINNOVATION - There is always a better mousetrap. We challenge ourselves to think bigger, work smarter, embrace technology and default toward action in order to develop inventive solutions to challenging problems.COMMUNICATION - Listen, learn, confirm, repeat. Without a strident dedication to hear our client's goals, articulate every possible solution, and provide consistent feedback and updates-before, during and after a project-everything else falls short (and we never fall short).CONNECTION - ABC - Always. Be. Connecting. We're relationship builders and silo breakers and produce the best results when we integrate across teams, welcome partnerships, and continually grow and strengthen our networks, inside and outside the office, for the benefit of our clients and employees.COMMITMENT - Say it; then do it. We are accountable for our undertakings and build trust when we are proactive, reliable, and execute every task - big or small - with a fierce dedication to excellence.Our Work Perks
    • Competitive compensation
    • Flexible work schedule
    • Opportunity to grow and develop your career
    • We offer an inclusive environment that encourages diverse perspectives and ideas
    • Comprehensive benefits, including health, dental and vision insurance
    • Retirement 401k program
    • Paid time off---and so much more!Are you ready to unlock your potential with us? If so, we invite you to apply today!

Keywords: Gertsburg Licata Co., LPA, Cleveland , Legal Intake Specialist, Legal , Independence, Ohio