Legal Intake Center Agent

Summary

Phaxis is recruiting for a high-profile law firm seeking a Legal Intake Center Agent. The role serves as a first point of contact for prospective and existing clients, handling calls, gathering case information, pre-qualifying potential clients, coordinating documentation, and providing compassionate customer service.

Responsibilities

• Handle a high volume of inbound and outbound calls with prospective and existing clients
• Gather and accurately document detailed client and case information
• Pre-qualify potential clients based on established case criteria
• Follow up with clients to obtain medical records and other required documentation
• Enter and update information in the firm’s case management system
• Send legal documents and coordinate follow-up appointments and communications
• Provide professional, compassionate customer service while handling sensitive information
• Escalate complex questions or concerns to the appropriate legal team
• Assist with data entry, filing, and other administrative tasks as needed

Skills

• Excellent verbal communication and active listening skills
• Strong customer service skills and a professional, empathetic approach
• Ability to manage multiple priorities in a fast-paced environment
• Strong attention to detail and accurate data-entry skills
• Excellent computer skills; proficiency with Microsoft Office
• Previous call center, client services, legal, healthcare, or administrative experience preferred
• Familiarity with legal terminology or case management systems is a plus

Qualifications

Must Haves

• Excellent verbal communication and active listening skills
• Strong customer service skills and a professional, empathetic approach
• Ability to manage multiple priorities in a fast-paced environment
• Strong attention to detail and accurate data-entry skills
• Excellent computer skills; proficiency with Microsoft Office

Nice to Haves

• Previous call center, client services, legal, healthcare, or administrative experience preferred
• Familiarity with legal terminology or case management systems is a plus