Legal Client Intake Specialist jobs in United States
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SKYZ US LLC · 15 hours ago

Legal Client Intake Specialist

SKYZ US LLC is a company that builds systems to grow businesses by integrating marketing, development, and consulting. They are seeking a driven and detail-oriented Legal Client Intake Specialist to manage client inquiries, schedule consultations, and support attorneys with case materials.

Computer Software

Responsibilities

Respond to prospective clients by phone/online and conduct preliminary screening to determine case eligibility and urgency
Explain next steps clearly and schedule consultations with the appropriate attorney
Handle inbound calls and make outbound follow-up calls as needed
Gather and organize intake notes and prepare preliminary case materials to support attorneys
Maintain accurate and well-structured documentation to ensure smooth case handoffs
Track inquiry trends and assist in identifying recurring client needs or patterns that support marketing and operational decisions
Manage attorney consultation calendars and coordinate appointments
Communicate efficiently with attorneys and staff to ensure timely follow-through on all inquiries

Qualification

Verbal communicationInterpersonal skillsAttention to detailCRM softwareMultitaskingCustomer serviceLegal services interestMultilingual abilityTeam collaborationPositive attitudeOrganizational skills

Required

Excellent verbal communication and interpersonal skills with a strong service mindset
Reliable, professional and responsible work ethic
Collaborative team player with a positive attitude
Ability to multitask and stay organized in a fast-paced and changing environment
Strong attention to detail especially in documentation

Preferred

Bachelor's degree preferably in communications, business administration, psychology, law or a related field
Experience handling inbound customer calls
Prior customer service or client-facing experience
Background or interest in legal services
Experience with CRM or intake software is a plus
Multilingual ability is highly valued

Company

SKYZ US LLC

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Funding

Current Stage
Early Stage
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