Client Experience Associate/ Intake Specialist

Essential Responsibilities

• Serve as the first point of contact for prospective clients by answering inbound calls, responding to inquiries, and providing a welcoming and professional experience.
• Gather detailed and accurate information from potential clients to determine case eligibility and ensure proper intake documentation.
• Conduct client intake interviews while demonstrating compassion, active listening, and professionalism.
• Accurately enter and maintain client information within the firm’s case management system.
• Cook up follow-up communication with potential clients and ensure timely responses.
• Process incoming mail, faxes, and electronic documents while ensuring documents are accurately scanned, organized, and properly filed.
• Maintain accurate client records and follow established procedures for document management and case opening processes.
• Communicate effectively with attorneys, paralegals, and administrative team members to ensure a smooth transition from intake to case handling.
• Aid with administrative tasks and special projects as needed.
• Identify opportunities for process improvement and contribute to a positive, team-oriented environment.