Spencer Trial Attorneys, P.C. · 3 days ago
Client Intake and Onboarding Specialist Legal Services
El Paso, TX
Full-time
Onsite
Entry Level
2+ years expSpencer Trial Attorneys, P.C. is a legal services firm seeking a Client Intake and Onboarding Specialist. This role serves as the first point of contact for prospective clients, managing inquiries and screening cases to ensure a smooth transition to the legal team.
Law Practice
Responsibilities
Serve as the primary, professional, and empathetic first point of contact for all potential clients, building rapport and setting a positive tone for the client relationship
Answer inquiries, explain the firm’s general procedures and fee structures without providing legal advice, and manage client expectations regarding the intake process
Conduct timely follow-up with prospective clients who have not yet committed to the firm’s services to ensure no viable leads are missed
Conduct initial interviews to gather detailed information about the potential case, relevant facts, timelines, and involved parties
Screen potential cases using established firm criteria to determine alignment with the firm’s practice areas and expertise
Execute conflict-of-interest checks to ensure ethical compliance before the case is accepted by an attorney
Coordinate the onboarding of new clients, including preparing and sending welcome packets, fee agreements, and required disclosures for electronic signature platforms
Accurately enter prospective and new client information into practice management and intake systems such as Lawmatics and Clio
Assemble complete and organized intake packets with all collected information and documentation for attorney review
Schedule initial consultations with qualified clients and appropriate attorneys, managing calendars and sending reminders to minimize no-shows
Maintain meticulous and confidential records of all client interactions in compliance with data protection and confidentiality standards
Collaborate closely with attorneys, paralegals, and marketing to align on case qualification criteria and ensure a smooth handoff of new matters
Assist in developing and refining client experience workflows, intake scripts, and communication guidelines
Provide data-driven insights to management on key metrics such as lead-to-case conversion rates and response times to improve the intake process
Qualification
Required
Experience in client services, customer relations, or a related administrative role; 2+ years preferred (law firm or professional services experience is a plus)
High school diploma or equivalent required
Exceptional verbal and written communication skills with a calm, professional, and empathetic demeanor
Ability to handle sensitive or emotionally charged matters with discretion
Comfortable using practice management and intake systems such as Lawmatics and Clio
Strong organizational skills and attention to detail
Ability to multitask and prioritize effectively in a fast-paced environment
Problem-solving mindset and sound judgment
Basic understanding of legal terminology and processes to effectively screen cases without offering legal advice
Preferred
2+ years of experience in client services, customer relations, or a related administrative role
Associate or Bachelor's degree in legal studies, communications, or a related field is a plus
Bilingual (English and Spanish) proficiency is strongly preferred
Familiarity with secure document and e-signature tools such as DocuSign
Company
Spencer Trial Attorneys, P.C.
Our team represents individuals and families in personal injury, probate, guardianship, estate and criminal defense matters.
11-50 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase