Legal Intake Specialist

🔥 47 minutes ago

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NeoWork

WebsiteLinkedInAll Job Openings

51 - 200 employees

🤝 B2B

🏢 Enterprise

👥 HR Tech

B2B • Enterprise • HR Tech

NeoWork is a global staffing and operations partner that helps businesses scale quickly and efficiently. They provide a range of services including customer experience transformation, virtual assistants, AI training, MVP solutions, and both creative and technical services. NeoWork's offerings are designed to enhance operational capabilities and drive revenue and retention for client businesses. They offer managed services including quality assurance, workforce management, and dedicated reporting, thereby functioning as an extension of a company’s team. NeoWork tailors its competitive pricing to meet the unique needs of its clients, providing highly trained and experienced staff ready to deploy at startup speed.

📋 Description

• Conduct intake calls with prospective clients following established scripts and firm procedures • Gather, verify, and organize client information accurately in the practice management system • Schedule client consultations and manage calendar logistics • Route intake leads to appropriate attorneys based on practice area and availability • Maintain detailed records in the CRM and follow up on pending leads • Flag conflicts of interest, jurisdictional issues, or matters outside firm scope before attorney review • Support phone and email communication with clients in both English and Spanish • Track intake metrics and report on pipeline status as needed

🎯 Requirements

• Fluent bilingual capability in English and Spanish (verbal and written, client-facing standard) • Minimum 2 years legal intake, legal administration, or equivalent client-facing role in a legal or professional services setting • Proficiency with legal practice management systems (LawMatics, Clio, or comparable CRM platform) • Strong organizational skills and attention to detail when handling sensitive client information • Ability to follow scripts and procedures while maintaining professionalism and warmth with clients • Reliable internet connection and ability to work on a stable schedule across US business hours • Professional phone presence and clear communication in both languages • **Nice to have** • Experience with intake call recording and documentation • Background in contract administration or legal operations • Bilingual capability in a third language

🏖️ Benefits

• We offer health insurance for contractors • Holiday Extra Pay • The work hours generally align with standard business hours in the US, with some potential flexibility depending on the client's needs. • We prioritize the mental health of our team members and offer mental health days to support their well-being. • In addition to the base salary, performance-based incentives are provided. • There is an annual review and appraisal process in place. • There are ample opportunities for professional growth and advancement within the company.