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Legal Intake Coordinator

2 months ago

Raleigh, North Carolina, United States Marshall & Taylor, PLLC Full time
Job Description

Marshall & Taylor, PLLC is seeking a highly skilled Legal Intake Specialist to join our team. As a key member of our staff, you will play a critical role in ensuring the smooth onboarding of new clients and the efficient management of our caseload.

Key Responsibilities:
  • Client Onboarding: Coordinate the intake process for new clients, ensuring that all necessary paperwork and documentation is completed in a timely and accurate manner.
  • Caseload Management: Manage and maintain accurate records of client cases, including data entry and paperwork collection.
  • Scheduling: Book consultations for prospective clients with our attorneys, ensuring that meeting schedules are accurate and up-to-date.
  • Communication: Develop and maintain strong relationships with clients, attorneys, and other stakeholders through effective communication and empathy.
  • Administrative Support: Provide administrative support to the legal team, including transcription, research, and spreadsheet management.
  • Quality Control: Conduct quality control calls and interviews with clients to ensure that their needs are being met and that our services are being delivered to the highest standard.
  • Team Collaboration: Work collaboratively with the marketing team to develop and implement strategies to grow our client base.
  • Professional Development: Stay up-to-date with industry trends and developments, and participate in ongoing training and professional development opportunities.
Requirements:
  • Education: High school diploma or equivalent required; Bachelor's degree preferred.
  • Experience: Previous customer service or sales experience preferred.
  • Skills: Strong communication and interpersonal skills, with the ability to work effectively with clients, attorneys, and other stakeholders.
  • Technical Skills: Proficiency in Microsoft Office products, including Excel, and experience with case management and CRM systems.
What We Offer:
  • Competitive Compensation: $55,000+ per year.
  • Benefits: Paid time off, 401(k) matching, profit sharing, and group health care benefits.
  • Remote Work Opportunities: Flexible work arrangements available.