Legal Intake Specialist
3 weeks ago
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
•Evaluate prospective client inquiries and phone calls, analyzing their case fit and making sure they feel seen and heard
•Perform miscellaneous clerical tasks as needed, including transcription, research, spreadsheet management, and email writing to ensure operational efficiency
•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 caseload
•Supervise new client onboarding and current client files through data entry and paperwork collection to ensure our cases are managed efficiently
Qualifications
•Bilingual -English/Spanish
•Previous experience with CRM and case management software desired
•Skilled with Microsoft Office, especially Microsoft Excel
•Firm knowledge of spreadsheet and data management, as well as computer skills
•Sales or customer service experience highly valued
•Excellent and empathetic verbal and written communication skills required
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