Ensure all materials are prepared and attorney‑ready before review
Document all communication and maintain detailed case notes
Monitor intake‑related deadlines and escalate issues when needed
Provide clear explanations of procedural next steps while avoiding legal advice
Coordinate with attorneys and internal team members to move cases forward efficiently
Identify missing information and follow up proactively
Maintain complete and accurate case files within the case management system
Request, collect, and track all required documentation and disclosures
Gather, document, and organize all relevant case facts and background information
Maintain professional, empathetic communication with clients throughout the intake phase
Conduct structured intake meetings with newly retained clients
Participate in meetings and contribute to process improvement initiatives
Maintain organized digital files and follow firm procedures for documentation, security, and confidentiality

Intake Paralegal

Key skills