Client Intake Specialist

• Conduct intake calls with prospective clients and record information in the firm's case management system
• Direct and escalate inquiries to appropriate team members when necessary
• Manage incoming and outgoing correspondence, both electronic and paper-based
• Prepare and send legal documents and contracts for client signatures using DocuSign or physical copies
• Organize and maintain case-related documents within the firm's case management system
• Request medical records and follow up with clients to gather necessary information and documentation
• Use Microsoft Word and Excel to coordinate and track ongoing projects
• Provide general office support and administrative assistance as needed
• Take on additional case-related tasks and projects as assigned

• Proven experience with case management software and familiarity with legal processes
• Proficiency in tools such as Adobe Acrobat, Aderant, and Microsoft Office Suite
• Strong organizational skills and ability to manage multiple tasks effectively
• Excellent communication skills for handling client interactions and team coordination
• Experience with mass torts or complex litigation is highly desirable
• Ability to handle sensitive information with discretion and professionalism
• Familiarity with medical record requests and documentation processes
• Prior experience managing multi-line phone systems and correspondence

Experience with mass torts or complex litigation

• Medical, vision, dental, and life and disability insurance
• Eligibility to enroll in company 401(k) plan