Client Intake Assistant
Core
Managing new client enquiries, data collection, and entry into case management systems while performing paralegal tasks like preparing legal correspondence and court documents.
Role type
Client Intake Assistant / Paralegal support
Builds
Legal case files, correspondence, and court documents for Carbone Lawyers
Domain
Legal services
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
data entry, legal document preparation, file management, customer service, multitasking, time management, organizational skills
Preferred skills
undergraduate studies, experience in high-volume customer service or call centre roles within legal or professional services environment
Technologies
case management systems, legal management software
Responsibilities
managing new client incoming enquiries via phone, email, and online platforms; collecting relevant client data; ensuring accurate data entry into case management system; referring calls and enquiries to relevant stakeholders; ensuring phones are responded to expeditiously; preparing legal correspondence and court documents; performing general administrative tasks such as filing, photocopying, scanning, binding; file management using legal management software; preparing and editing correspondence
Seniority
Entry-level / Student