Boesen & Snow Law is a law firm located in Scottsdale, AZ with a focus on health, pharmacy, and life sciences law. Clients include individual healthcare providers and corporations related to healthcare delivery and support. Boesen & Snow employs eight attorneys and seven other professional staff members. We provide competitive health, dental, eye insurance, 401k matching, and paid time off.

Summary

Boesen & Snow has an immediate opening for an Intake Specialist. This position is the point of first contact for potential new clients; from web submission forms to telephone calls, this intake specialist will work with a potential new client to ensure they have the best experience possible--from introduction to engagement with the firm. You will work with the Client Engagement Specialist and report to the Firm Administrator.

Responsibilities and Duties

• Conduct initial consultations with potential clients to gather relevant information and assess their legal needs;
• Collect and organize detailed case information, including personal data, documentation, and any relevant evidence;
• Assist in drafting and preparing legal documents, forms, and correspondence related to client intake and case initiation;
• Input and maintain accurate client and case information in the firms case management system;
• Create and maintain physical and electronic case files, ensuring all documents are properly filed and easily accessible;
• Coordinate and schedule meetings, consultations, and follow-ups between clients and attorneys;
• Perform conflict-of-interest checks to ensure no potential issues arise with representing new clients;
• Ensure all client information is handled in compliance with legal and ethical standards for confidentiality and data protection;
• Other projects and assignments, as assigned.

Qualifications & Skills

• Excellent interpersonal and written communication skills;
• Able to multi-task and work independently;
• Detail oriented with exceptional organizational skills;
• Proficient in MS Office (Word, Excel, and PowerPoint) - Required;
• Experience working with client intake at a law firm (preferred)
• Experience working with Client Relationship Management (CRM) systems (experience with Clio is a plus)

Job Type: Full-time, in-person

Pay: $20-25/hour DOE, eligible for overtime pay

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Vision insurance
• Health savings account
• Life insurance
• Paid time off

Schedule:

• 8-hour shift, Monday to Friday, in Scottsdale office (9:00 am - 5:00 pm)
• Occasional work on weekends and outside of business hours (work from home)