Legal Intake Coordinator

3 weeks ago


Minneapolis, Minnesota, United States Atticus Family Law, S. C. Full time

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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