About the Candidate.
Resourceful and client-focused legal professional with a diverse background as a Candidate Attorney, Customer Service Advisor, Sales Agent, and Intake Specialist. Known for excelling in fast-paced, high-pressure environments where empathy, attention to detail, and efficiency are key. Experienced in conducting client intakes, managing case files, scheduling, and supporting attorneys through the pre-litigation process. Skilled in legal research and delivering exceptional client care across legal and customer service settings. Brings a unique blend of legal knowledge and communication expertise to ensure smooth, confidential, and client-centered operations, currently in the process of completing board examinations toward admission as an Attorney of the High Court of South Africa.
International Experience:
Yes
Availability:
20 or 40 hours a week
Area of Expertise:
Administration, Client Service, Customer Intake
Years Experience:
4
Current and Previous Roles:
Intake Specialist, Customer Service/ Sales Agent, Candidate Attorney
Relevant Experience.
Intake Specialist
Years experience:
4
Key Responsibilities:
Acted as the first point of contact for potential clients, conducting initial consultations and gathering essential information to assess case eligibility.
Reached out to potential clients seeking legal assistance for employment-related matters and scheduled consultations between clients and attorneys using MyCase CRM.
Entered and updated client data into case management systems with a high level of attention to detail and confidentiality.
Managed appointment scheduling via MyCase calendar, ensuring efficient coordination between clients and legal staff.
Conducted follow-ups through phone calls and emails using a dialer system and Gmail, ensuring timely responses and improving client engagement.
Performed conflict checks and assessed case viability based on firm criteria, placing leads on “Do Not Hire” status when necessary.
Carried out comprehensive intake interviews for clients who agreed to representation, collecting personal, employment, and incident-related information, including employer details, supervisor names, employment dates, and case timelines.
Answered and transferred incoming calls when attorneys were unavailable, took accurate messages, and ensured timely follow-up from the legal team.
Provided regular updates to clients about the status of their intake or next steps, ensuring transparency and professionalism throughout the process
Collected detailed narratives about each client's employment issue, including timeline of events, how and when the incident occurred, internal reporting efforts (e.g., HR or manager responses), and outcomes.
Entered and updated client data into case management systems (e.g., MyCase) with accuracy and confidentiality.
