Legal Intake Specialist

1 month ago


Jacksonville, United States Baggett Law Full time
Description

Our rapidly growing law practice is seeking a full-time Legal Intake Specialist to join our team You'll survey prospective clients and empathize with them on the details of their cases, manage new client onboarding and data entry, and help our lawyers book and manage their appointments. We'll provide the training and resources to help you flourish in your role on a tight-knit, supportive, and passionate legal team. If you have prior customer service experience, great communication skills, and a passion for helping others, apply today

Responsibilities

•Survey potential clients to determine the right fit with our practice, while listening to all phone calls in an empathetic manner
•Organize paperwork and perform data entry in our case management system to streamline new client onboarding and current client files
•Conduct various tasks around the office such as managing spreadsheets, writing emails, faxing and copying, and transcribing notes to make sure all processes run smoothly
•Coordinate awareness initiatives and foster relationships with other attorneys alongside the marketing team in order to help grow our prospective client base
•Manage attorney schedules, including prospective client consultations, to foster caseload growth

Qualifications

•Strong ability to communicate eloquently and empathetically a must
•Solid data entry, spreadsheet management, and computer skills
•Previous legal experience a plus
•Previous experience with CRM and case management software desired
•Previous customer service or sales experience preferred

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