Legal Intake Coordinator
3 days ago
Client Onboarding Specialist
At Atticus Family Law, S.C., we're committed to providing exceptional service to our clients. As a Client Onboarding Specialist, you'll play a vital role in ensuring a smooth and efficient onboarding process for new clients.
Responsibilities:
- Perform various administrative tasks, including data analysis, research, and spreadsheet management, to ensure operational efficiency.
- Communicate with potential clients to resolve questions, secure consultations, and facilitate conversion as new clients.
- Collaborate with marketing to develop messaging, sales tactics, and referral relationships with other law firms and professionals to bring in new cases.
- Screen incoming potential client phone calls to ensure the case falls within the firm's scope, while providing excellent customer service.
- Manage various office tasks, such as email correspondence, document management, data organization, and research, to maintain peak efficiency.
- Work with marketing to develop outbound sales tactics and partnerships with other law firms to bring in new cases.
- Collect paperwork and enter data into the case management system to ensure a smooth onboarding process for new clients.
- Manage attorney schedules, including prospective client consultations, to foster caseload growth.
Qualifications:
- Excellent verbal and written communication skills are required.
- A high school diploma or GED is a requirement; a Bachelor's degree is a plus.
- A background in the legal industry is preferred.
- Familiarity with the Microsoft Office suite, with advanced Excel proficiency, is required.
- Familiarity with case management and CRM systems is a bonus.
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