Legal Client Relations Specialist

2 weeks ago


San Antonio, Texas, United States B. Pleasant Law, PLLC Full time


B. Pleasant Law, PLLC is expanding and looking for two dedicated full-time Legal Intake Specialists to become integral members of our team. In this role, you will engage with potential clients, demonstrating empathy while gathering essential information about their cases. You will oversee the onboarding process for new clients, manage data entry, and assist our attorneys in scheduling and organizing their appointments.

We are committed to providing comprehensive training and resources to ensure your success within our close-knit, supportive, and passionate legal environment.

If you possess a background in customer service, excellent communication abilities, sales experience, and a genuine desire to assist others, we encourage you to consider this opportunity. Please note that this position requires in-person attendance.


Key Responsibilities:

- Manage various administrative tasks, including email communication, document organization, data management, and research to maintain optimal firm operations.

- Gather necessary documentation and input data into our case management system to facilitate a seamless onboarding experience for new clients and effective case file management.

- Assess inquiries and phone calls from prospective clients, ensuring they feel acknowledged and understood while evaluating their case suitability.

- Collaborate with the marketing team to develop outbound sales strategies and establish partnerships with other law firms to generate new case opportunities.

- Schedule appointments for qualified potential clients to keep our attorneys' calendars organized and enhance our caseload.


Qualifications:
- Proficient in Microsoft Office, particularly Excel.
- Previous experience in the legal field is highly regarded.
- Strong data entry, spreadsheet management, and computer skills.
- Prior customer service or sales experience is preferred.
- Exceptional communication skills and a strong sense of empathy.

Compensation:
$18 - $21 hourly

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