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Intake Specialist

Patagon Search, New York, New York, us, 10261

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Legal Intake Specialist | Civil Litigation | Lower Manhattan A well-established, plaintiff-side civil litigation firm in Lower Manhattan is seeking a

Legal Intake Specialist

to join its growing team. This role is a critical first point of contact for prospective clients and plays an important role in evaluating potential cases and ensuring a smooth intake process.

This is an excellent opportunity for someone with strong communication skills who enjoys working with people, thrives in a fast-paced environment, and wants to be part of meaningful, client-focused legal work.

What You’ll Do

Conduct initial client consultations and intake interviews to gather relevant information

Accurately document client details in a case management system

Assist clients with completing intake forms and required documentation

Communicate next steps and manage client expectations with professionalism and empathy

Collaborate closely with attorneys and legal staff to transition matters from intake to case handling

Follow up with prospective clients to obtain missing information or provide updates

Maintain confidentiality and handle sensitive information with discretion

Support intake-related administrative tasks, including data entry and document organization

What We’re Looking For

Prior experience in a client-facing or customer service role strongly preferred

Excellent verbal and written communication skills

Strong organizational skills and attention to detail

Ability to multitask and prioritize in a fast-paced environment

Comfort using computer systems and databases

Familiarity with legal terminology or case management systems is a plus

Bilingual candidates are a plus

Details

Full-time, in-office role

Schedule: Monday–Friday, 9:00 a.m.–6:00 p.m.

Compensation:

$60,000–$75,000 base salary , depending on experience

If you’re looking for an opportunity to build experience in a civil litigation environment and make a real impact by helping clients at the earliest stage of their cases, this role offers strong exposure, stability, and room for growth.

Interested candidates are encouraged to apply or reach out directly for more information.

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