Intake Specialist
On-siteHouston, Texas, United States
Houston, Texas, United StatesOn-siteFull TimeAssociates DegreeSmall
Full TimeAssociates DegreeSmall
Job Summary
Review case documents, search Texas county civil court records, and perform conflict checks across multiple practice groups. Prepare draft engagement letters, confirm client details and retainer amounts, and track retainer payments while maintaining confidentiality. Set up Microsoft Teams channels, organize Outlook folders, and gather data for the Billing Department. Manage internal spreadsheets to ensure all matters are fully set up in firm systems. This role reports to the CFO in the Galleria office and requires two to three years of experience in a similar position, with law firm experience strongly preferred.
Required Qualifications
- High School Diploma or equivalent
- Minimum of two to three years of experience in a similar position
- Strong knowledge of MS Office applications, including Word, Excel, PowerPoint, Adobe and Outlook
- Ability to learn and effectively utilize various computer applications, such as PowerBI
Desired Qualifications
- College degree
- Law firm experience
- High level of time-management skills
- Ability to multitask and prioritize matters and adapt to changing priorities
- Attentive to details with good follow-through and follow-up
- Ability to anticipate what needs to be done
- Superior verbal and written communication skills
- Excellent proofreading skills
- Effective at interacting and communicating internally with employees across all organizational levels and locations
- Proactive mindset
- Ability to manage multiple priorities in a fast-paced environment
- Highly organized
- Detail-oriented
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