Intake Coordinator
1 week ago
About The Edwards Law Group
We are a rapidly growing law practice seeking a full-time legal intake specialist to support our team. As an Intake Coordinator, you will play a crucial role in surveying prospective clients, empathizing with them on the details of their cases, and managing new client onboarding and data entry. Our team will provide the training and resources to help you flourish in your role.
Responsibilities
- Manage attorney schedules, including prospective client consultations, to foster caseload growth and ensure efficient use of our lawyers' time.
- Take charge of various office tasks such as document management, data organization, and research to maintain peak efficiency in our firm.
- Collect paperwork and enter data into our case management system to ensure a smooth onboarding process for new clients and tidy management of case files.
- Help foster prospective client streams by providing input into awareness and law firm partnerships initiatives alongside our marketing team.
- Survey potential clients to determine the right fit with our practice, while listening to all client inquiries in an empathetic manner.
Qualifications
- Firm knowledge of spreadsheet and data management, as well as computer skills.
- High school diploma or equivalent required; Bachelor's degree preferred.
- Full familiarity with the Microsoft Office suite, with advanced Excel proficiency.
- Previous customer service or sales experience preferred.
- CRM and case management software experience a plus.
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