Archived listing. The details below describe a past opening.
We are looking for a highly organized Legal Support team member to join a law firm team in Philadelphia, Pennsylvania. This onsite position centers on guiding prospective clients through the intake process while helping maintain accurate administrative and financial records. The ideal candidate brings strong communication skills, sound judgment with confidential information, and the ability to keep multiple tasks moving efficiently in a legal office environment.
Responsibilities:
- Connect with prospective clients in a timely manner to gather information, answer initial questions, and support a smooth intake experience.
- Perform conflict reviews and establish new matters with accuracy so case records are opened correctly and efficiently.
- Draft and distribute engagement documentation, ensuring all required details are complete and well presented.
- Coordinate retainer requests, monitor account balances, and follow up as needed regarding funding status.
- Maintain records related to referral fee activity and help ensure supporting information is tracked properly.
- Assist with billing follow-up by reviewing outstanding balances and communicating regarding accounts receivable matters.
- Support day-to-day administrative operations by organizing intake-related materials and keeping files up to date.
- Handle sensitive client and firm information with discretion while maintaining an experienced and detail-focused approach in all communications.
- At least 3 years of experience in administrative support, client intake, or a related office-based role.
- Demonstrated ability to communicate clearly and effectively in both written and verbal interactions.
- Strong organizational skills with close attention to detail and the ability to manage multiple priorities effectively.
- Experience working with confidential information and exercising sound discretion in a workplace setting.
- Dependable work habits, including strong punctuality and reliability in an onsite environment.
- Previous experience in a law firm or other legal setting is preferred.
- Familiarity with client intake procedures, conflict checking, and client-facing communication is preferred.
- A bachelor’s degree is preferred.