Legal Intake Specialist

2 weeks ago

Frisco, United States The Law Offices of Rita C. Dixon, PLLC Full time
Description

Our rapidly-growing law practice is seeking a part-time intake specialist to join our team You'll survey prospective clients and empathize with them on the details of their case, 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

•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 alongside the marketing team in order to help grow our prospective client base
•Survey potential clients to determine the right fit with our practice, while listening to all phone calls in an empathetic manner
•Perform miscellaneous clerical tasks as needed, including transcription, research, spreadsheet management, and email writing to ensure operational efficiency
•Set appointments for potential clients that meet our criteria to keep our lawyers' schedules organized and grow our caseload

Qualifications

•Strong ability to communicate eloquently and empathetically a must
•Background in the legal industry preferred
•Solid data entry, spreadsheet management, and computer skills
•Familiarity with case management and CRM systems a bonus
•Sales or customer service experience highly valued

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