Law Firm Intake Specialist

3 months ago


Independence, United States Spitz, The Employee's Law Firm Full time

DescriptionTired of a dead-end job where you make no difference in the world? Do you really want to help people? 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 todayResponsibilities•Screen incoming potential client phone calls to make sure the case falls within the scope of the firm, while helping the caller feel heard and understood•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•Organize paperwork and perform data entry in our case management system to streamline new client onboarding and current client files•Book consultations for prospective clients with our lawyers to expand our caseload and ensure meeting schedules are accurate•Work with marketing to collaborate on outbound sales tactics and partnerships with other law firms in order to help bring in new casesQualifications•Sales or customer service experience highly valued•CRM and case management software experience a plus•Possesses outstanding communication skills and sense of empathy•Skilled with Microsoft Office, especially Microsoft Excel•Previous legal experience highly valued



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