Client Intake Information Liaison

Warnock Mackinlay Law Pllc Scottsdale , AZ 85256

Posted 3 days ago

The Client Intake Information Liaison is responsible for following up on the initial intake Client call to assist in gathering, completing, and ensuring a seamless process for new clients prior to attorney assignment to ensure all necessary documentation and information are collected and organized at the start of a new client file. This role involves communication with potential clients, internal staff, and external entities to verify and process client details efficiently and accurately.

Key Responsibilities:

  • Client Lead Management - Confirm completion of client leads from the previous day by sending coordinating with Client Intake Specialists, verification that the fee agreement is signed and dated.
  • Client Communication - Review initial intake form; contact client to confirm all relevant demographic data (e.g. personal client data and documents, incident details and documents, etc.) set the tone for expectations; answer any client questions;
  • Case File Creation - Assign a file number and add it to Intake database software, create a new case file, and upload relevant documents from database to appropriate directory.
  • Research and Verification - Conduct lien searches, bankruptcy checks, parcel searches, background checks, and conflict checks where applicable.
  • Client Support - Refer the client to treatment and confirm an appointment is scheduled if necessary; create detailed notes for any conversations with client in appropriate database(s).
  • Internal Coordination - Send case assignment emails to the appropriate team member; notify the client of legal team assignment.

Requirements

  • Experience as a paralegal or legal assistant in plaintiff personal injury is required
  • Proficient in Spanish and English
  • Excellent communication and interpersonal skills
  • Strong organizational abilities and attention to detail
  • Proficiency in case management systems and legal research tools
  • Ability to work independently and as part of a team
  • Knowledge of legal intake procedures and documentation requirements

Benefits

  • Bonus Incentive Program
  • Health/Dental/Vision Insurance
  • Health savings account
  • Paid time off
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Client Intake Information Liaison

Warnock Mackinlay Law Pllc