Intake Coordinator

1 week ago

Parker, Colorado, United States Volpe Law, LLC Full time
Job Overview

Volpe Law, LLC is seeking a detail-oriented and client-focused professional to fill the role of Intake Specialist. This position involves assessing client needs, collecting relevant information, and guiding them through the initial stages of their legal case.

Key Responsibilities
  • Client Intake and Screening:
    • Respond to inquiries via phone, email, or website forms, serving as the first point of contact for potential clients.
    • Conduct initial interviews with prospective clients to gather essential information about their legal issues.
    • Determine whether the client's legal matter fits the firm's areas of practice.
  • Data Collection and Management:
    • Accurately input client information into the firm's case management system.
    • Maintain confidential and secure records of all prospective clients.
    • Ensure that intake forms and documentation are completed and submitted promptly.
  • Scheduling and Coordination:
    • Schedule consultations or follow-up appointments with attorneys for qualified prospective clients.
    • Provide potential clients with any pre-consultation documentation or instructions as needed.
  • Client Relationship Management:
    • Deliver exceptional customer service, addressing client inquiries and providing clear, concise information about the firm's services.
    • Build rapport and maintain a positive relationship with potential clients throughout the intake process.
  • Collaboration with Legal Teams:
    • Communicate with attorneys and paralegals regarding new cases and provide them with comprehensive intake notes.
    • Collaborate with the marketing and business development teams to ensure alignment on outreach efforts.
  • Follow-Up and Client Retention:
    • Follow up with prospective clients who have not yet retained the firm to answer questions and provide additional information.
    • Assist in ensuring a smooth transition from intake to ongoing case management for new clients.
Qualifications and Skills
  • Education:
    • High school diploma or equivalent required; a bachelor's degree is preferred.
  • Experience:
    • Previous experience in a law firm or legal environment is preferred but not required.
    • Prior experience in customer service, sales, or client-facing roles is highly valued.
  • Skills:
    • Strong communication skills, both verbal and written.
    • Excellent organizational skills and attention to detail.
    • Ability to handle sensitive information with the utmost discretion and confidentiality.
    • Proficiency in Microsoft Office Suite and experience with legal case management software is a plus.
  • Personal Attributes:
    • Empathetic and professional demeanor.
    • Ability to multitask and manage time effectively in a fast-paced environment.
    • Strong problem-solving skills and the ability to think critically.
Compensation and Benefits
  • Competitive salary, commensurate with experience.
  • Benefits package including health insurance, retirement plan, and paid time off.
  • Opportunities for professional development and career growth.
Job Type:

Full-time

Pay:

$15.00 - $21.00 per hour

Expected hours:

40 per week

Benefits:
  • 401(k)
  • 401(k) matching
  • AD&D insurance
  • Dental insurance
  • Health insurance
  • Paid sick time
  • Paid time off
  • Vision insurance
Schedule:
  • 8 hour shift
Education:
  • Bachelor's (Preferred)
Experience:
  • Microsoft Office: 1 year (Preferred)
  • Law office: 1 year (Preferred)
  • Receptionist: 1 year (Preferred)
Location:
  • Parker, CO 80138 (Preferred)
Ability to Relocate:
  • Parker, CO 80138: Relocate before starting work (Required)
Work Location:

In person

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