Key Responsibilities

• Communicate professionally and empathetically with prospective clients via phone calls, text messages, live chat, and email
  
• Respond promptly and consistently follow up on all new and pending client inquiries
  
• Conduct intake calls, take accurate notes, and document voicemails and client communications
  
• Collect, verify, and enter client and lead information into the case management system with a high degree of accuracy
  
• Establish rapport with every potential client and ensure they feel heard, supported, and respected
  
• Conduct initial client interviews with empathy and compassion to gather relevant facts and documentation
  
• Evaluate incoming inquiries to determine case qualifications and escalate qualified matters to attorneys
  
• Monitor all incoming intake channels (phone, email, web forms, referrals) to ensure timely responses
  
• Maintain, update, and track intake logs and reporting systems
  
• Schedule consultations, meetings, and follow-up calls with prospective clients
  
• Communicate with clients, witnesses, and third parties as directed by attorneys
  
• Support attorneys during initial consultations and the case-opening process
  
• Assist with administrative tasks related to opening new cases and maintaining internal databases
  
• Maintain, organize, and update electronic case files on a daily basis
  
• Perform additional duties as assigned