What are the responsibilities and job description for the Intake Specialist position at Somekh & Associates?
The Intake Specialist handles the Firm’s initial contact with potential new clients. The primary functions are to (1) qualify and screen leads for the type of law and conflict of interest, (2) schedule and collect payment for initial consultations, (3) initiate the pre-engagement glidepath, and (4) ensure all leads are properly directed through the intake funnel.
Reporting Relationship: The Intake Specialist reports to the Office Manager.
Authority: The Intake Specialist may work with a designated assistant or the receptionist to schedule prospective new clients for initial consultations and make reminder calls. The Intake Specialist has no supervisory or other authority beyond that specifically delegated by the Owner.
Additionally, non-attorney support staff are prohibited from practicing law by the ABA’s Rules of Professional Conduct and State Bar Association rules. All client-focused work done by the Intake Specialist must be in support of and under the supervision of an attorney. In dealing with clients and potential clients, the Intake Specialist must be careful not to inadvertently slip into the unlawful practice of law. This would include answering client questions about what will happen in their case or recommending that a client undertake a certain course of legal action during their case.
In accordance with Bar rules, the Intake Specialist does not give legal advice, approve client engagements, or share fees with the Firm.
Salary : $17 - $20