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Legal Intake Manager Jobs in Tennessee (NOW HIRING)

Aldridge Pite LLP

Intake Processor

Chattanooga, TN · On-site

$16.25 - $21.50/hr

Purpose Aldridge Pite LLP has an immediate need for a Bankruptcy Intake Processor. This position ... Open new Legal Referrals in Aldridge Pite, LLP's internal case management software * Download all ...

Aldridge Pite

Intake Processor

Chattanooga, TN · On-site

$16.25 - $21.50/hr

Purpose Aldridge Pite LLP has an immediate need for a Bankruptcy Intake Processor. This position ... Legal Referrals in Aldridge Pite, LLP's internal case management software • Download all ...

Patterson Bray

Be Seen First

Estate Planning Legal Assistant

Brentwood, TN · On-site

$55K - $85K/yr

Handle intake, collect information, run conflict checks, and open files * Keep clients informed and ... Manage attorney calendars (meetings, court dates, deadlines, signings) * Maintain electronic and ...

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All JobsLegal Intake JobsLegal Intake Manager JobsLegal Intake Manager Jobs in Tennessee

Legal Intake Manager information

What does a legal intake manager do?

A Legal Intake Manager oversees the process of receiving and evaluating new client inquiries at a law firm or legal organization. They are responsible for ensuring that potential clients are properly screened, their information is accurately collected, and that qualified leads are passed on to attorneys or legal teams. Legal Intake Managers often supervise intake staff, maintain client databases, and optimize the intake process to improve efficiency and client service. Their role is crucial in ensuring a smooth transition from initial contact to becoming a client, thereby supporting the firm's caseload and reputation.

How does a legal intake manager typically collaborate with attorneys and other staff during the client onboarding process?

A Legal Intake Manager works closely with attorneys, paralegals, and administrative staff to ensure a smooth and efficient onboarding process for new clients. They gather and organize initial case information, screen potential clients, and communicate essential details to the legal team. Effective collaboration often involves regular meetings, shared case management systems, and clear protocols for passing along qualified leads. This teamwork helps ensure that attorneys receive all the necessary background before taking on a client, minimizing delays and improving client satisfaction.

What is the difference between Legal Intake Manager vs Legal Assistant?

AspectLegal Intake ManagerLegal Assistant
CredentialsTypically requires a bachelor's degree; certifications like Certified Legal Manager (CLM) are a plusHigh school diploma or associate degree; paralegal certification often preferred
Work EnvironmentLaw firms, legal departments, client intake settingsLaw offices, courts, legal support departments
Primary ResponsibilitiesManaging client intake, initial case assessments, coordinating communicationPreparing legal documents, scheduling, filing, supporting attorneys

The Legal Intake Manager focuses on client onboarding and case assessment, requiring more managerial skills and certifications. In contrast, a Legal Assistant provides administrative support, handling document preparation and scheduling. Both roles are essential in legal settings but differ in scope and responsibilities.

What are the key skills and qualifications needed to thrive as a legal intake manager?

To thrive as a Legal Intake Manager, you need strong knowledge of legal processes, exceptional organizational abilities, and often a background in law or paralegal studies. Familiarity with case management software, CRM platforms, and telephone systems is typically required, along with experience in handling confidential information. Outstanding communication, empathy, and problem-solving skills help you build rapport with potential clients and efficiently triage their needs. These skills and qualities are crucial to ensuring timely, accurate intake of cases, client satisfaction, and effective support for legal teams.
What are the most commonly searched types of Legal Intake jobs in Tennessee? The most popular types of Legal Intake jobs in Tennessee are:
What are popular job titles related to Legal Intake Manager jobs in Tennessee? For Legal Intake Manager jobs in Tennessee, the most frequently searched job titles are:
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Legal Intake Manager jobs near you

Intake Team (QR)

ERIC BUCHANAN & ASSOCIATES PLLC

Chattanooga, TN • On-site

$25K - $35K/yr

Other

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 8 hours ago

Job description

Intake Team Position

Eric Buchanan & Associates is a boutique firm focusing on helping individuals nationwide protect their right to disability insurance and other ERISA benefits such as life and health insurance. Our team passionately fights to save our clients from the abuse of greedy insurance companies. We take pride in bringing the best legal representation and team available who puts forth their best efforts to help our clients.

We have a team environment that works hard for our clients but also likes to take time to have fun together. We have team-building activities during the year to enjoy time outside the office.

We are always searching for talented people to join our intake team who take pride in their profession and want to join us in fighting for our clients. This is a vital position for the firm as you will be the first contact for potential clients seeking our help.

About You
  • You have experience in a customer service role in a professional service environment (law firm, doctor's office, bank, accountant, etc.).
  • You want to work, make a difference, and be an actively participating team member.
  • Your telephone skills and personality will reflect our team's high level of excellence as the first contact for our clients, potential clients, and referring attorneys.
  • Your punctuality and attendance record is exemplary.
  • You rate your skills above average in attention to detail, note-taking, organization, multi-tasking, timeliness, following through, and following up.
  • You think outside the box, problem-solve, and bring solutions or suggestions to the team.
  • You understand that change is necessary as it encourages innovation, develops skills, and improves staff morale. Being open to change is foundational to providing our clients with the best representation.
  • You never want to stop learning new and better ways to support our clients and team.
  • You bring a positive attitude and a kind, empathetic, helpful, determined, hard-working personality with versatile and open communication skills for cooperative efforts.
  • Your core values include integrity, honesty, respect, accountability, quality, passion, and teamwork.
  • You are looking for a position where you can learn and grow – not just a job.
Your Duties and Responsibilities Include But Are Not Limited To The Following:
  • Answering the phone.
  • Tracking and managing all potential clients from first contact to turn away or case taken.
  • Communicating, following up, and following through with attorneys, potential clients, and referral sources.
  • Providing potential clients with top-notch customer service.
  • Being a relationship manager with our potential clients, clients, and referral sources.
  • Calling potential clients by the end of the day.
  • Following up with the intake attorney after an intake appointment.
  • Sending out and following up on contracts sent out.
  • Opening and setting up cases in the case management program.
  • Sending turn-away letters to potential clients and any attorney referrals.
  • Closing cases following very detailed procedures.
  • Updating case referrals in the referral source management program.
  • Looking for marketing opportunities such as having an attorney follow up with a new referral source or recommend an attorney talk to a potential client because of the person's network association, etc.
  • Other support and marketing tasks as needed.
We Value Our Team And Offer*:
  • Health insurance
  • Bonus program
  • 401k
  • Paid time off
  • Long term disability
  • Life insurance
  • Accidental death & dismemberment insurance
  • Health savings account
  • Dental and vision available
  • Convenient location with free parking

*Waiting period applies. Subject to change without notice.

Full-time

Pay: $25,000 - $35,000 a year DOE

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