Legal Executive

Location: Vasant Vihar, Delhi

Working Hours: 10:00 AM – 7:00 PM

Work Schedule: Five and a half days a week; alternate Saturdays off (flexibility required as per business needs)

I. Position Summary & Location

The Legal Intake & Client Connection Specialist is responsible for professionally managing inbound client calls, conducting detailed intake assessments, and efficiently connecting clients with the most suitable external legal counsel. This role requires a legally trained professional with strong analytical ability, empathy, and excellent communication skills to understand client issues and guide them appropriately.

II. Core Responsibilities

1. Client Call Handling

• Receive and manage a high volume of inbound calls from clients seeking legal support  

• Maintain a professional, empathetic, and solution-oriented demeanor at all times  

2. Case Assessment

• Conduct structured intake interviews to understand the client’s legal situation  

• Identify the core legal issue, matter type, and applicable jurisdiction  

3. Needs Analysis

• Assess the client’s requirements accurately  

• Determine the type of specialized advocate or legal category needed  

4. Lawyer Connection

• Use internal databases to match clients with suitable external lawyers  

• Connect based on expertise, experience, location, and case nature  

5. Documentation

• Maintain detailed records of all calls, case summaries, referrals, and follow-up notes  

• Update the Case Management System (CMS) with complete accuracy  

6. Communication

• Clearly communicate next steps to clients  

• Share relevant case summaries with connected lawyers for smooth onboarding  

III. Required Qualifications & Competencies

1. Mandatory Requirement

• Must be a practicing or non-practicing Advocate (LL.B. degree required)

2. Linguistic Fluency

• Absolute fluency in English and Hindi (verbal and written)

3. Communication Skills

• Excellent active listening  

• Clear, empathetic, and professional verbal communication  

4. Problem-Solving

• Strong analytical skills to understand and categorize legal issues quickly  

• Ability to determine case complexity and required specialization  

5. Organizational Skills

• Strong data management and documentation skills  

• Comfortable using computer systems for intake, tracking, and case notes  

IV. Compensation

• Salary will be based on legal qualification, skills, and relevant experience