Intake Legal Assistant Coordinator

Intake Legal Assistant Coordinator Overview

• The Intake Legal Assistant Coordinator serves as the primary contact for member intake, assessment, and referral coordination activities.
• Conduct initial screenings to identify legal service needs and direct members to appropriate resources.
• Assist members with completing family and financial planning forms and notarization processes.
• Coordinate referrals to approved immigration attorneys and monitor referral activity.
• Review legal service invoices for accuracy and compliance with program guidelines.
• Prepare reports on intake activity, referrals, expenditures, and program outcomes.
• Support program outreach, educational workshops, and member engagement efforts as needed.
• Collaborate with legal service providers and program staff to ensure seamless operations.
• Maintain high standards of professionalism and empathy in member interactions.

Intake Legal Assistant Coordinator Key Responsibilities & Duties

• Conduct intake and assessment for members seeking immigration-related legal assistance.
• Coordinate referrals to approved immigration legal service providers.
• Assist members with completing New York State forms for financial and medical decisions.
• Schedule consultations between members and participating attorneys.
• Review invoices submitted by legal service providers for compliance with guidelines.
• Track payments and resolve billing questions under supervision.
• Monitor referral volumes, service categories, and provider utilization.
• Prepare detailed reports on program outcomes and expenditures.
• Support outreach and educational workshops to enhance program visibility.

Intake Legal Assistant Coordinator Job Requirements

• Bachelor’s degree required; Paralegal Certificate or legal studies background preferred.
• Minimum two years of experience in client services, intake triage, or legal aid environments.
• Advanced or bilingual proficiency in Creole is mandatory.
• Notary Public certification in New York or willingness to obtain upon hire.
• Proficiency in Microsoft Office, particularly Excel and database management tools.
• Strong organizational, administrative, and data entry skills required.
• Excellent written and verbal communication skills with a professional demeanor.
• Availability to work flexible hours, including evenings and weekends as needed.