Skills

Client Intake Conflict Checks Case Discovery File Creation Professional Communication Critical Thinking Time Management Organization Microsoft Office Suite Clio Grow Clio Manage DocuSign Scheduling Data Entry Confidentiality Research

Full job details

About the Role

Leading healthcare and pharmacy law firm serving clients across the country from our office in Scottsdale, AZ. We are looking for a detail-oriented and professional Client Onboarding Specialist to join our team. This role is the first point of contact for potential new clients and plays a critical part in ensuring a smooth, complaint, and organized intake process.

Responsibilities

Daily Communications

Receive and respond to intake calls from potential new clients (PNCs)
Process submission forms and email inquiries from attorneys and PNCs
Schedule intake consultations
Collaborate with internal team to ensure all onboarding and offboarding needs are met

Compliance

Save emails to client files via FasterSuite
Gather necessary contacts and documentation for conflict checks
Conduct conflict checks for PNCs
Perform minimal research on potential new clients
Adhere to established rubrics for PNC communication

File Creation

Create and maintain Clio Grow and Clio Manage files
Ensure all contact information (addresses, emails, phone numbers) is accurately entered
Keep PNC dashboards fully updated

Engaging PNCs

Send engagement documents, JDAs, and conflict waivers
Send trust requests
Monitor document completion and notify the team of finalized items

Qualifications

1–3 years of experience in case discovery, client intake, or file creation (legal experience not required)
Proven ability to gather necessary information with minimal client communication
Strong critical thinking skills with the ability to assess scenarios and ask relevant follow-up questions
Demonstrated discretion when handling sensitive and confidential information
Professional written and verbal communication skills across phone, email, and virtual platforms
Proficiency in Microsoft Office Suite
Strong organizational skills and attention to detail
Ability to manage time effectively in a fast-paced environment

Nice to Haves

Experience with Clio Grow and/or Clio Manage
Scheduling experience via Outlook and/or Microsoft Teams
Familiarity with DocuSign