Legal Intake Specialist

Vintti is a specialized staffing agency that believes diversity is the catalyst for innovation. We connect US-based SMBs, startups, and firms with exceptional talent from Latin America, fostering a rich tapestry of cultural perspectives within American businesses. Our unique position allows us to handpick professionals who not only possess the required skills but also bring fresh ideas and global insights to the table. Vintti's services go beyond filling positions; we enrich company cultures and expand business horizons on an international scale.

A Legal Intake Specialist plays a crucial role in the initial stages of the legal process, serving as the primary point of contact for new and potential clients. This role involves gathering client information, assessing case details, and determining the suitability of cases for representation. An adept Legal Intake Specialist must possess excellent communication and organizational skills to effectively manage client interactions, document pertinent information, and ensure a seamless transition of data to the legal team. Their role is essential for streamlining the intake process, enhancing client experience, and supporting the legal staff in case evaluation and preparation.

- Bachelor's degree in a related field or equivalent work experience.
- Previous experience in a legal environment or legal intake role preferred.
- Strong understanding of legal terminology and processes.
- Excellent verbal and written communication skills.
- Proficient in Microsoft Office Suite and case management software.
- Strong organizational and multitasking abilities.
- High attention to detail and accuracy.
- Exceptional customer service skills.
- Ability to handle sensitive and confidential information with discretion.
- Strong problem-solving and critical thinking abilities.
- Ability to work independently and as part of a team.
- Good interpersonal skills and ability to build rapport with potential clients.
- Ability to manage high call volumes and work in a fast-paced environment.
- Flexibility to adapt to changes in procedures and technology.
- Professional demeanor and appearance.
- Strong time management skills.
- Basic knowledge of marketing principles and techniques.
- Fluent in additional languages (preferred but not required).
- Willingness to participate in ongoing training and development.

- Answer and direct incoming calls from prospective clients.
- Conduct initial client interviews to gather pertinent case information.
- Assess potential clients' legal issues to determine if they meet the firm's case criteria.
- Enter client information and case details into the firm's case management software.
- Schedule follow-up consultations or appointments with attorneys as needed.
- Provide potential clients with information about the firm's services and legal processes.
- Communicate with clients via phone, email, and other communication platforms to update them on the status of their consultation request.
- Prepare and distribute intake documentation and forms for new clients.
- Review and process online inquiries and referrals.
- Coordinate with attorneys and legal staff to ensure seamless client intake and case assignment.
- Maintain accurate records and logs of all client interactions and case details.
- Follow up with potential clients who have not yet scheduled consultations.
- Assist in preparing marketing materials for client acquisition and retention.
- Provide excellent customer service to ensure a positive experience for all potential clients.
- Maintain confidentiality of all client information in accordance with legal and ethical standards.
- Perform data entry and administrative tasks related to client intake and case management.
- Collaborate with other departments to address any issues or concerns during the intake process.
- Generate reports on intake activities and outcomes for management review.
- Stay updated on changes in legal procedures and firm policies to provide accurate information to clients.
- Participate in training sessions and team meetings to improve intake procedures and client service quality.

The ideal candidate for the Legal Intake Specialist role is a highly organized and detail-oriented individual with a Bachelor's degree or equivalent experience, preferably within a legal environment. They possess a strong understanding of legal terminology and processes, coupled with excellent verbal and written communication skills. Experience with Microsoft Office Suite and case management software is essential, as is the ability to manage high call volumes efficiently while maintaining a compassionate and empathetic demeanor. Exceptional customer service skills, a high degree of professionalism, and the ability to handle sensitive information discreetly are critical. The ideal candidate is also adaptable and able to thrive in a fast-paced environment, displaying strong problem-solving, critical thinking, and decision-making skills. They are tech-savvy, quick to learn new systems and procedures, and capable of working both independently and as part of a team. Personal attributes such as resilience, patience, a proactive mindset, and a customer-focused approach are highly valued. Those with additional language fluency and basic knowledge of marketing principles will find themselves particularly well-suited for this dynamic and multifaceted role.

- Answer and direct incoming calls from prospective clients.
- Conduct initial client interviews to gather pertinent case information.
- Assess potential clients' legal issues to determine if they meet the firm's case criteria.
- Enter client information and case details into the firm's case management software.
- Schedule follow-up consultations or appointments with attorneys as needed.
- Provide potential clients with information about the firm's services and legal processes.
- Communicate with clients via phone, email, and other communication platforms to update them on the status of their consultation request.
- Prepare and distribute intake documentation and forms for new clients.
- Review and process online inquiries and referrals.
- Coordinate with attorneys and legal staff to ensure seamless client intake and case assignment.
- Maintain accurate records and logs of all client interactions and case details.
- Follow up with potential clients who have not yet scheduled consultations.
- Assist in preparing marketing materials for client acquisition and retention.
- Provide excellent customer service to ensure a positive experience for all potential clients.
- Maintain confidentiality of all client information in accordance with legal and ethical standards.
- Perform data entry and administrative tasks related to client intake and case management.
- Collaborate with other departments to address any issues or concerns during the intake process.
- Generate reports on intake activities and outcomes for management review.
- Stay updated on changes in legal procedures and firm policies to provide accurate information to clients.
- Participate in training sessions and team meetings to improve intake procedures and client service quality.

- Strong attention to detail
- Highly organized
- Excellent communication skills
- Empathetic and compassionate demeanor
- Ability to work well under pressure
- Strong problem-solving skills
- High degree of professionalism
- Adaptability and flexibility
- Tech-savvy and quick learner
- Resilient and patient
- Proactive and self-motivated
- Strong teamwork capabilities
- High integrity and ethical standards
- Customer-focused mindset
- Good judgment and decision-making skills
- Ability to handle high call volumes efficiently
- Quick and accurate data entry skills
- Positive attitude and energy

- Competitive salary range ($40,000 - $60,000 annually, based on experience).
- Comprehensive health benefits, including medical, dental, and vision coverage.
- Retirement plan with employer matching.
- Flexible work hours and remote work options.
- Generous paid time off (PTO) and holidays.
- Professional development opportunities and ongoing training.
- Tuition reimbursement program for continuing education.
- Employee assistance program (EAP) for personal and professional support.
- Wellness programs and initiatives.
- Company-sponsored social events and team-building activities.
- Opportunities for advancement and career growth within the firm.
- Access to legal industry conferences and seminars.
- Collaborative and supportive work environment.
- Technology stipend for home office setup.
- Paid parental leave and family-friendly policies.
- Health and wellness stipends or gym membership discounts.
- Performance-based bonuses and incentives.
- Regular feedback and performance reviews for career development.