Legal Intake Coordinator

1 week ago


Burbank, California, United States Block USA Full time
About the Role

We are seeking a highly skilled Legal Intake Specialist to join our team at Block USA. As a key member of our legal team, you will be responsible for surveying prospective clients, empathizing with them on the details of their cases, and managing new client onboarding and data entry.

Key Responsibilities
  • Evaluate prospective client inquiries and phone calls, analyzing their case fit and ensuring they feel seen and heard.
  • Perform miscellaneous clerical tasks as needed, including transcription, research, spreadsheet management, and email writing to ensure operational efficiency.
  • Collaborate with marketing to develop outbound sales tactics and partnerships with other law firms to bring in new cases.
  • Set appointments for potential clients that meet our criteria to keep our lawyers' schedules organized and grow our caseload.
  • Supervise new client onboarding and current client files through data entry and paperwork collection to ensure our cases are managed efficiently.
Requirements
  • Bilingual - English/Spanish
  • Previous experience with CRM and case management software desired
  • Skilled with Microsoft Office, especially Microsoft Excel
  • Firm knowledge of spreadsheet and data management, as well as computer skills
  • Sales or customer service experience highly valued
  • Excellent and empathetic verbal and written communication skills required


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