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Litigation Intake Specialist

2 months ago

Syracuse, United States safeharborwillsandtrusts.com Full time

DescriptionLooking for a chance to join a close-knit, compassionate team of dedicated legal professionals? Our law firm is expanding and needs the help of an intake specialist to take our client relations to the next level and manage our growing caseload. Our ideal candidate is great on the phone, a naturally compassionate and empathetic listener, and has a dedication to customer service and a passion for helping those in need. You'll have an opportunity to help a thriving law firm succeed and make a tangible difference in our clients' lives every day. If this sounds like a job you'd love, apply nowResponsibilities•Supervise new client onboarding and current client files through data entry and paperwork collection to ensure our cases are managed efficiently•Survey potential clients to determine the right fit with our practice, while listening to all phone calls in an empathetic manner•Book consultations for prospective clients with our lawyers to expand our caseload and ensure meeting schedules are accurate•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•Help foster prospective client streams by providing input into awareness and law firm partnerships initiatives alongside the marketing teamQualifications•Previous legal experience highly valued•CRM and case management software experience a plus•Proficiency with Microsoft Office products, especially Microsoft Excel•Strong computer and data entry skills•Customer service or sales experience a plus