Intake Specialist

3 weeks ago


Orlando, United States Bullard Law Full time

**Compensation**:
$16 - $18 hourly

**Responsibilities**:

- Evaluate prospective client inquiries and phone calls, analyzing their case fit and making sure they feel seen and heard
- Set appointments for potential clients that meet our criteria to keep our lawyers’ schedules organized and grow our caseload
- Coordinate awareness initiatives and foster relationships with other attorneys alongside the marketing team in order to help grow our prospective client base
- Organize paperwork and perform data entry in our case management system to streamline new client onboarding and current client files
- Evaluate prospective client inquiries and phone calls, analyzing their case fit and making sure they feel seen and heard.
- Book consultations for prospective clients and ensure that schedules are accurate.
- Supervise new client onboarding and current client files through data entry and paperwork collection to ensure our cases are managed efficiently.
- Coordinate awareness initiatives and foster relationships with other attorneys to help grow our prospective client base.

**Qualifications**:

- Previous legal experience a plus
- Previous customer service or sales experience preferred
- Firm knowledge of spreadsheet and data management, as well as computer skills
- CRM and case management software experience a plus
- High school diploma or equivalent required; Bachelor’s degree preferred
- High school diploma or equivalent needed, Associates or Bachelor’s degree is a plus.
- Customer service or sales experience a plus.
- Previous experience with CRM and case management software desired.
- Background in the legal industry is preferred.
- Strong computer and data entry skills required.

**About Company**
We have a beautiful office near downtown Orlando. We provide legal services in the areas of business law, real estate and estate planning. Bullard Law is proud that we have a positive working environment for staff and we strive to provide exceptional legal representation to our clients. As an added benefit, our firm closes on Friday at 12:30.



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