Intake and Onboarding Specialist
3 weeks ago
The Katie L. Lewis, P.C. Family Law team is seeking an organized and detail-oriented Intake and Onboarding Specialist to join our team. As an Intake and Onboarding Specialist, you will be responsible for managing the intake process, organizing paperwork, and performing data entry in our case management system.
In this role, you will be responsible for:
- Performing miscellaneous clerical tasks as needed, including transcription, research, spreadsheet management, and email writing to ensure operational efficiency.
- Evaluating prospective client inquiries and phone calls, analyzing their case fit and making sure they feel seen and heard.
- Managing attorney schedules, including prospective client consultations, to foster caseload growth.
Requirements:
- Possesses outstanding communication skills and sense of empathy.
- CRM and case management software experience a plus.
- Full familiarity with the Microsoft Office suite, with advanced Excel proficiency.
- Previous legal experience highly valued.
- Customer service experience is required. Legal experience is a plus.
Compensation: $50,000 - $75,000 yearly.
About Us:
We are a growing law firm dedicated to providing exceptional service to our clients. We value personal and professional growth and are committed to maintaining a positive and upbeat work environment.
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