Legal Intake Specialist

Our growing law practice is seeking a full-time legal intake specialist to join our team! You’ll survey prospective clients and learn about the details of their case, manage new client onboarding and data entry, and help our lawyers book and manage their appointments across our four offices. We’ll provide the training and resources to help you flourish in your role on our legal team. You will also help compile documents for signings. If you have prior customer service experience, great communication skills, and a passion for helping others, apply today!

$20 - 22 hour

• Organize paperwork and perform data entry in our case management system to streamline new client onboarding and current client files
• Book consultations for prospective clients with our lawyers to expand our caseload and ensure meeting schedules are accurate
• Evaluate prospective client inquiries and phone calls, analyzing their case fit and making sure they feel seen and heard
• Work with marketing to collaborate on outbound sales tactics and partnerships with other law firms in order to help bring in new cases
• Conduct various tasks around the office such as managing spreadsheets, writing emails, faxing and copying, and transcribing notes to make sure all processes run smoothly

• Accurately print and organize documents for signing, scan signed documents, upload signed documents to our network, and act as a witness for signings

• Sales or customer service experience highly valued
• Previous experience with CRM and case management software desired
• Excellent and empathetic verbal and written communication skills required
• Strong computer and data entry skills
• High school diploma or GED is a requirement; Bachelor’s degree is a plus
• Previous legal experience highly valued

• Utmost respect for confidentiality and professionalism

Wagner Oehler, Ltd. is one of the premier law firms in southeastern Minnesota concentrating on estate planning and administration, real estate title production, and small business law. We look for individuals with a strong sense of community, a focus on details, and a willingness to be part of a growing team. We offer competitive pay, benefits, and development opportunities.

We are limited to the following practice areas:

• Real estate and title examination
• Estate planning
• Estate Administration
• Farm succession planning
• Business law

Our mission is to provide empathetic advice from our skilled legal professionals who are dedicated to empowering clients to make strategic, informed decisions to achieve their desired outcomes.