Legal Intake Specialist

2 weeks ago


Mt Pleasant, United States Christmas Injury Lawyers Full time

DescriptionOur 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 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 todayResponsibilities•Work with marketing to collaborate on outbound sales tactics and partnerships with other law firms in order to help bring in new cases•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•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•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 efficiencyQualifications•Previous legal experience highly valued•Firm knowledge of spreadsheet and data management, as well as computer skills•Proficiency with Microsoft Office products, especially Microsoft Excel•High school diploma or GED is a requirement; Bachelor's degree is a plus•Familiarity with case management and CRM systems a bonus



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