Law Firm Intake Specialist
2 months ago
$38,000 yearly
Responsibilities:- Help foster prospective client streams by providing input into awareness and law firm partnerships initiatives alongside the marketing team
- Set appointments for potential clients that meet our criteria to keep our lawyers’ schedules organized and grow our caseload
- Evaluate prospective client inquiries and phone calls, analyzing their case fit and making sure they feel seen and heard
- Take charge of various office tasks such as email correspondence, document management, data organization, and research to make sure our firm is running at peak efficiency
- Supervise new client onboarding and current client files through data entry and paperwork collection to ensure our cases are managed efficiently
- High school diploma or equivalent needed, while a Bachelor’s degree is desired
- Strong ability to communicate eloquently and empathetically a must
- Full familiarity with the Microsoft Office suite, with advanced Excel proficiency
- Familiarity with case management and CRM systems a bonus
- Customer service or sales experience a plus
KEW Legal is a law firm servicing entrepreneurs and investors as their legal and consulting department. The firm is composed of sophisticated and highly educated professionals who pride themselves in finding creative solutions as a result of years of experience assisting hundreds of businesses and individuals in a wide range of complex matters. KEW Legal offers white glove customer service to its clients, access to its expansive network of service providers and vendors, and makes connections between clients to help them find opportunities. Our team is composed of the highest level of trust-worthy individuals, who will make sure that clients feel like our family. Learn more at www.kewlegal.com
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