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Courtney J.

Courtney J.

Legal Intake Specialist, Client Workflow & Intake Process Optimization

With 25+ years of legal experience, including service as a U.S. Probation Officer, Juvenile Probation Officer, Courtroom Clerk, and Client Intake Specialist, I bring a rare combination of legal knowledge, client communication expertise, and operational problem-solving. My career has been built on interviewing, gathering accurate information, building rapport, and managing sensitive, high-stakes situations. I have interviewed hundreds of individuals facing crisis, trauma, mental health challenges, substance use issues, and emotionally charged legal matters—skills that translate naturally into exceptional legal client intake and qualification. Today, I specialize in legal client intake, plaintiff screening/qualification, client communication, and intake workflow optimization. My experience includes: • Screening and qualifying prospective clients • Conducting legal intake calls and gathering detailed case/client information • Scheduling consultations and managing follow-up • Client communication and relationship management • Supporting smooth handoff from first contact through case onboarding • Identifying intake bottlenecks, workflow breakdowns, and operational inefficiencies that impact client experience and staff productivity I have hands-on experience with: Plaintiff matters: nursing home negligence, wrongful death, personal injury intake exposure Estate / elder law: prospective client intake, consultation scheduling, client communication Legal operations support: case onboarding workflows, CRM management, legal data migration, process troubleshooting Technology experience includes: CRMs / Case Management: Clio Grow, Filevine, Litify, SmartAdvocate, Zoho, CasePeer, MyCase, internal government databases Court Systems: CM/ECF, PACER Communications: RingCentral, Teams, Zoom Productivity: Microsoft 365, Google Workspace, scheduling systems, reporting, database management What sets me apart is that I don’t just handle intake—I understand how legal workflows succeed or fail. If your firm needs an experienced legal professional who can communicate effectively with prospective clients, manage intake efficiently, and identify process improvements, I bring decades of proven legal experience.

🇺🇸Tucson, United States$35/hr90% JSS5.00 (2)Since Jul 2025

Skills

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