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Legal Intake Specialist ( Employment Law)

Legal Intake Specialist ( Employment Law)

TEEMAHouston, TX, US
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Job Description

Job Description

Key Responsibilities

  • Client Screening :

Conduct intake interviews (phone / email / online forms).

  • Gather detailed information about potential legal issues (e.g., wage violations, discrimination, wrongful termination).
  • Identify if the case fits within current class action criteria or firm’s focus areas.
  • Case Assessment :

    • Use checklists or firm criteria to determine if a potential client qualifies.

  • Escalate viable leads to attorneys or case managers.
  • Data Entry & Record Keeping :

    • Accurately input client details into the firm’s CRM or case management software

  • Maintain confidentiality and data integrity.
  • Communication :

    • Act as a liaison between clients and legal teams.

  • Provide follow-up updates or gather additional information when needed.
  • Communicate empathetically with potential clients who may be experiencing stress or trauma.
  • Compliance :

    • Follow firm procedures and legal regulations (e.g., ethics rules on legal advice vs. legal information).

    Ideal Skills & Qualifications

    Must have Employment Law experience and experience with Law Ruler

  • Legal knowledge of employment law issues (e.g., FLSA, Title VII, ADA) and / or class action procedures.
  • Strong communication and empathy , especially in sensitive employment-related matters.
  • Familiarity with legal intake software and CRMs.
  • Organizational skills and the ability to handle high call / email volume.
  • Bilingual (often preferred, depending on firm demographics).
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