Role Description
This is a full-time role for an Intake Paralegal based in Nashville, TN. The Intake Paralegal will be responsible for managing client onboarding processes, including gathering client information, coordinating initial consultations, and maintaining accurate records. This role requires a mix of in-office work and remote work flexibility. Responsibilities also include responding to client inquiries professionally, assessing potential cases, and ensuring a seamless intake process to support the legal team.
This is not merely a receptionist role. This is a revenue-generating, client-conversion position where valuable paralegal experience is put to work every day.
Key Responsibilities
Client Communication & Lead Management
- Answer and manage incoming phone calls, emails, and website inquiries
- Conduct structured intake interviews using firm-approved scripts
- Gather and document relevant case information accurately
- Identify qualified matters based on firm criteria
- Schedule consultations for attorneys
- Send follow-up communications and engagement documentation
Conversion & Revenue Support
- Follow up with warm leads who have not yet retained
- Maintain clean and accurate case management data
- Flag urgent or high-value matters for immediate review
Administrative & Support Duties
- Coordinate conflict checks
- Prepare consultation summaries for attorneys
- Assist with client onboarding documentation
- Maintain organized intake tracking reports
- Support office administrative tasks as needed
- Run errands around Middle TN as needed
- Assist with attorney scheduling, travel plans, and additional paralegal duties as required
Qualifications
- 2+ years experience in customer-facing office setting
- Prior law firm experience preferred
- Strong phone presence and written communication skills
- Comfortable discussing fees and engagement processes
- Highly organized with attention to detail
- Proficient in CRM or case management software
- Professional, composed, and emotionally intelligent
- Reliable transportation with Driver's License and car insurance
Benefits
- Medical/dental/visiton insurance offered after 60 days
- 401K + match after 6 months
- Unlimited PTO
- Bonuses for exceptional performance