Legal Assistant for Intake

Key Responsibilities: Effectively utilize case management software to create the initial case file for all new and prospective clients, schedule meetings, document all work, case expenses and payments, and communicate with firm employees Answer all calls in a timely manner and conduct phone interviews with new and prospective clients Schedule appointments for new clients coordinating calendars for multiple people Meet with new and prospective clients in the company office for continued fact gathering Generate initial documents for both client and attorney Photocopy, telefax, email, mail and scan items associated with clients' cases Assist attorneys with the following: Draft correspondence and documents using firm templates Request medical records Prepare the physical case file to be transferred to assigned attorney and legal assistant/paralegal Education, Skills, and Experience Requirements: High School Diploma required, college degree preferred Minimum of two years of office or customer service experience Perks: Our firm offers generous Paid Time Off (PTO) to help employees keep their work/life balance.