What are the responsibilities and job description for the Legal Assistant for Intake position at Kelberman Center?
The Legal Assistant for Intake handles the initial contact with new or prospective clients. Responsible for beginning the process of creating a case file and seamlessly transitions this through to the attorney and paralegal team. Must be open to work later shift including Saturdays.
Key Responsibilities:
- Effectively utilize case management software to create the initial case file for all new and prospective clients, schedule meetings, document all work, case expenses and payments, and communicate with firm employees
- Answer all calls in a timely manner and conduct phone interviews with new and prospective clients
- Schedule appointments for new clients coordinating calendars for multiple people
- Meet with new and prospective clients in the company office for continued fact gathering
- Generate initial documents for both client and attorney
- Photocopy, telefax, email, mail and scan items associated with clients’ cases
- Assist attorneys with the following:
- Draft correspondence and documents using firm templates
- Assemble enclosures
- Request police accident reports
- Request medical records
- Prepare the physical case file to be transferred to assigned attorney and legal assistant/paralegal
High School Diploma, college degree preferred.
At least two years of office or customer service experience.
Perks:
Our firm offers generous Paid Time Off (PTO) to help employees keep their work/life balance.
More about us:
Best Companies to work for in 2017, 2018, 2019, 2021
Best Places to Work for in WNY 2018
America’s Most Honored Lawyers 2020
Top 25 MVA 2016 verdicts in New York
Top 100 verdicts in New York in 2016
Visit our career page at williammattarcareers.com
