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We are looking for a detail-oriented Client Intake Specialist or Legal Assistant to join our team on a long-term contract basis in San Jose, California. In this role, you will play a critical part in supporting attorneys by managing client intake processes, scheduling, and administrative tasks. Your ability to handle sensitive information, provide exceptional client support, and ensure organized case management will be essential to the smooth operation of our legal services.
Job Responsibility:
Conduct interviews with potential clients to gather marital history, asset details, and custody concerns, ensuring the case aligns with firm criteria
Provide detailed information to clients regarding the firm’s services, processes, and expectations
Collect and document essential client data, including marriage dates, assets, and child-related information, to assist attorneys in case preparation
Manage attorney calendars and schedule consultations to minimize missed appointments
Maintain consistent communication with clients to offer support during their decision-making process
Conduct conflict checks for potential clients and follow up on incomplete intake questionnaires
Prepare and distribute necessary legal documents, such as consultation agreements and engagement letters
Handle administrative duties including notary signings for clients, parking arrangements, and reserving meeting spaces
Organize and save client files using legal management systems, ensuring accuracy and compliance
Assist attorneys with billing tasks, including receivables and fee collections
Requirements:
Proven experience in client intake and calendar management within a legal or family law environment
Strong organizational skills with the ability to manage multiple tasks simultaneously
Proficiency in legal management software, such as ProLaw or Crowther
Excellent communication skills, both written and verbal, with a focus on client service
Ability to handle sensitive and confidential information with professionalism
Familiarity with family law processes and terminology is highly preferred
Detail-oriented mindset with a commitment to accuracy and compliance
Experience in administrative tasks, including document preparation and file organization
What we offer:
medical, vision, dental, and life and disability insurance