Legal Intake Coordinator

2 days ago


Clearwater, United States Roman Austin Full time
Client Relations and Intake Specialist

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.
Qualifications
  • 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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