Legal Intake Coordinator
2 days ago
We are seeking a highly skilled and compassionate Client Relations and Intake Specialist to join our team at Roman Austin. As a key member of our team, you will play a critical role in managing our client relations and ensuring a seamless onboarding experience for our clients.
Responsibilities- Manage client data and input new client information into our CRM system, ensuring accuracy and timeliness.
- Prepare monthly reports for the Chief Operating Officer, providing insights into client trends and marketing effectiveness.
- Organize paperwork and perform data entry in our case management system, streamlining new client onboarding and current client files.
- Perform miscellaneous clerical tasks, including transcription, research, spreadsheet management, and email writing, to ensure operational efficiency.
- Evaluate prospective client inquiries and phone calls, analyzing their case fit and providing exceptional customer service.
- Set appointments for potential clients, ensuring our lawyers' schedules are organized and our caseload grows.
- CRM and case management software experience a plus.
- Excellent verbal and written communication skills, with a focus on empathy and customer service.
- Solid data entry, spreadsheet management, and computer skills.
- Background in the legal industry preferred.
We offer a competitive salary, bonuses, and benefits package. If you are a motivated and detail-oriented individual with a passion for delivering exceptional customer service, we encourage you to apply.
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Legal Intake Coordinator
1 day ago
Clearwater, United States Roman Austin Full timeClient Relations and Intake SpecialistWe are seeking a highly organized and detail-oriented Client Relations and Intake Specialist to join our team at Roman Austin. As a key member of our intake team, you will be responsible for managing client data, preparing reports, and performing various administrative tasks to ensure seamless client onboarding and case...
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Legal Intake Coordinator
1 month ago
Clearwater, United States Roman Austin Full timeJob Opportunity at Roman AustinWe are seeking a highly skilled and compassionate individual to join our team as a Legal Intake Specialist. As a key member of our staff, you will play a vital role in managing our client relations and caseload.Key Responsibilities:Client Onboarding: Organize and manage client paperwork, perform data entry, and ensure seamless...
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Legal Intake Coordinator
4 weeks ago
Clearwater, United States Roman Austin Full timeClient Relations and Intake SpecialistWe are seeking a highly skilled and compassionate Client Relations and Intake Specialist to join our team at Roman Austin. As a key member of our law firm, you will play a vital role in managing our client relations and ensuring a seamless onboarding experience for our clients.ResponsibilitiesManage client data and input...
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Legal Intake Coordinator
4 weeks ago
Clearwater, United States Roman Austin Full timeClient Relations and Intake SpecialistWe are seeking a highly organized and detail-oriented Client Relations and Intake Specialist to join our team at Roman Austin. As a key member of our team, you will be responsible for managing client relationships, processing new client data, and ensuring seamless onboarding and case management.Key Responsibilities:Input...
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Legal Intake Coordinator
1 month ago
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