Intake Coordinator for small law firm

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TYPE OF WORK

Full Time

SALARY

800

HOURS PER WEEK

40

DATE UPDATED

May 19, 2026

JOB OVERVIEW

The Intake Coordinator is in charge of the intake process, which includes all leads and matters up until they become Active Matters. The IC has a wide array of specific responsibilities and tasks, including ** but not limited to ** the following:

1. Conduct comprehensive intake interviews of all PNCs (Potential New Clients) unless directed to decline without further intake action. It is the goal of our practice to conduct Intake Interviews within 24 hours of receiving the lead.
2. Generate and submit Freedom of Information requests to government bodies for video and records to evaluate a PNC's claim.
3. Draft and send for signature HIPAA releases, records releases, and retainer agreements.
4. Create and manage matters in Lawmatics and Smokeball software platforms.
5. MUST use a Windows-based PC, not a Mac.
6. Decline PNCs when directed. For non-incarcerated PNCs, this means sending the declined PNC a declination letter by email. For incarcerated PNCs' that means draft a letter that we will mail from our office.
7. Send an email to the Principal Attorney ** at the end of every day ** documenting all intake activity during the day, including all new PNCs for the PA to evaluate for further direction.
8. Send an email ***every Friday*** to the Principal Attorney with the status of each pending Intake matter.
9. Handle reception and call duties.

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