Client Intake Specialist

Idaho Employer • Boise, ID • 9h ago

This job was posted by https://idahoworks.gov : For more information, please see: https://idahoworks.gov/jobs/2508084

About us:

Tatum Wysocki Law, P.C. is a criminal defense law firm committed to providing personalized and effective legal representation for clients who are contributing members of society. Our team is made up of lawyers, paralegals, and support staff dedicated to making a significant difference in each of our clients lives and protecting their rights.

Position Summary:We are seeking a highly organized and client-focused Intake Specialist to be the first point of contact for potential clients. In this role, you will gather essential information, evaluate case viability based on our firm guidelines, and ensure a smooth transition to the legal team. The ideal candidate has excellent communication skills, attention to detail, and a passion for helping people navigate their legal needs. We value team players who are eager to support colleagues in various roles to ensure smooth operations and collaboration.

Key Responsibilities:

Respond to incoming calls, email, and web inquiries from potential

clients.

Conduct thorough intake interviews to gather necessary information

and documents.

Assess preliminary case information to determine alignment with the

firms criteria.

Accurately enter and update client information in case management

systems.

Schedule initial consultation appointments with attorneys for

potential clients.

Follow-up on pending inquiries.

Maintain confidentiality and comply with all legal and ethical

standards.

Provide excellent customer service to all prospective and current

clients.

Performing administrative support tasks as assigned.

Qualifications:

High school diploma or equivalent required.

1-3 years of experience in a law firm, legal intake, call center, or

customer service role (criminal defense or legal background preferred).

Strong verbal and written communication skills.

Professional, compassionate, and patient demeanor.

Ability to handle sensitive and confidential information with

discretion.

Familiarity with legal case management software a plus.

Skills:

Customer service skills to make prospective clients, current

clients, and vendors feel welcome.

High-level listening skills to gain a thorough understanding of

client situations.

Demonstrated interviewing skills to know which questions to ask to

gather more information.

Strong written and oral communication skills.

Basic understanding of various legal specialties to evaluate the

suitability of potential cases and recommend other firms as needed.

Attention to detail with excellent follow-up skills.

Strong organizational and time management abilities.

Ability to multitask in a fast-paced environment.

Problem-solving mindset and adaptability.

Knowledge of word processors, spreadsheets, email, and database

software.

Work Environment:

Professional office atmosphere; exposure to computer screens.

Sedentary work that primarily involves sitting or standing for

prolonged periods.

Regular business hours Monday - Friday: 8 a.m. to 5 p.m.

Occasional overtime may be required based on volume.

Occasional requirement to be on call.

Benefits:

Health and Dental

Vision Reimbursement

Paid time off and holidays

Simple IRA with company matching

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