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Legal Intake Specialist
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About Us:
At Vertu Agent, we are a high-performance, client-focused firm operating across several industries. We combine innovation, professionalism, and collaboration to deliver exceptional service. Our teams are empowered with the resources, training, and autonomy to exceed client expectations while growing professionally.
Our Culture:
We prioritize excellence, accountability, and continuous learning. Our environment is collaborative yet results-driven, celebrating initiative, problem-solving, and high-impact contributions. Top performers are recognized, mentored, and given opportunities to take on leadership responsibilities.
About the Role:
We are seeking an Intake Specialist with 1–3 years of experience in client intake or front-desk legal roles. The ideal candidate is professional, highly organized, and skilled at gathering, verifying, and documenting client information efficiently while providing excellent client service.
Key Responsibilities:
- Conduct initial client interviews to assess case potential and gather complete documentation.
- Enter and maintain accurate client data in case management systems.
- Verify and organize client files, medical records, and other supporting documents.
- Coordinate appointments and follow-ups with attorneys and clients.
- Ensure all intake processes comply with legal and ethical standards.
- Provide a positive and professional first impression to clients.
- 1–3 years experience in legal intake or client-facing roles.
- Excellent interpersonal, verbal, and written communication skills.
- Detail-oriented, highly organized, and able to handle multiple clients simultaneously.
- Proficiency in case management software and Microsoft Office Suite.
- Professional demeanor and strong client service skills.
