Legal Intake Specialist

3 months ago


San Antonio, United States B. Pleasant Law, PLLC Full time

DescriptionOur rapidly growing law practice is seeking 2 full-time Legal Intake Specialists 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, sales experience, and a passion for helping others, apply today THIS IS AN IN-PERSON POSITIONResponsibilities•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•Collect paperwork and enter data into our case management system to ensure a smooth onboarding for new clients and tidy management of case files•Evaluate prospective client inquiries and phone calls, analyzing their case fit and making sure they feel seen and heard•Work with marketing to collaborate on outbound sales tactics and partnerships with other law firms in order to help bring in new cases•Set appointments for potential clients that meet our criteria to keep our lawyers' schedules organized and grow our caseloadQualifications•Skilled with Microsoft Office, especially Microsoft Excel•Previous legal experience highly valued•Solid data entry, spreadsheet management, and computer skills•Previous customer service or sales experience preferred•Possesses outstanding communication skills and sense of empathy



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