Client Intake Coordinator

7 days ago

Houston, Texas, United States Savvy HR Partner Full time

Savvy HR Partner is a pioneering recruitment firm dedicated to connecting employers with exceptional talent. Our mission is to revolutionize the hiring process, ensuring organizations find not just good employees, but their next game-changers.

About Kamal Law Firm

Kamal Law Firm is committed to delivering high-quality legal services to clients while maintaining a commitment to justice, integrity, and excellence. Our firm values professionalism, client-centered service, and a team-oriented environment. As a growing practice, we seek a Client Intake Coordinator who is detail-oriented, organized, and passionate about financial accuracy and client service.

Position Summary

Kamal Law Firm is seeking a dedicated and detail-oriented Client Intake Coordinator to join our team. We are specifically interested in remote candidates from Latin America, the Philippines, and India.

The Client Intake Coordinator will be the first point of contact for potential clients and plays a critical role in creating a positive and professional first impression. This role involves gathering essential case information, screening potential clients, and coordinating initial consultations to ensure a smooth intake process for new clients. The ideal candidate will have excellent communication skills, be highly organized, and have a strong ability to empathize with clients who may be experiencing stressful situations.

Key Responsibilities

  • Act as the primary contact for prospective clients, handling inbound calls, emails, and other forms of communication with empathy and professionalism.
  • Conduct initial client screenings to assess case viability, gather relevant information, and determine eligibility for legal services.
  • Accurately record client information and case details into the firm's database or case management system while ensuring confidentiality and data security.
  • Coordinate and schedule consultations between potential clients and attorneys, ensuring timely and efficient follow-up.
  • Conduct follow-up calls and emails to gather additional information or clarify case details as needed.
  • Verify client documents, complete necessary forms, and ensure all preliminary paperwork is accurate before the initial consultation.
  • Work closely with attorneys, paralegals, and other staff to facilitate a smooth client intake process, providing relevant case information for further evaluation.
  • Provide general information to clients regarding the firm's services and direct clients to other resources as needed.

Requirements

Required Qualifications

  • Experience: Minimum of 1-2 years in a client-facing role, ideally in a law firm, healthcare, social services, or customer service setting.
  • Education: High school diploma or equivalent required; an associate's or bachelor's degree in a related field is preferred.
  • Communication Skills: Exceptional verbal and written communication skills, with a professional and empathetic phone manner.
  • Attention to Detail: Strong attention to detail for accurate data entry and case documentation.
  • Technical Proficiency: Comfortable using case management software, Microsoft Office Suite, and other relevant applications.
  • Multitasking Abilities: Ability to manage multiple calls, emails, and tasks in a high-paced environment while remaining organized.
  • Confidentiality: Commitment to maintaining client confidentiality and adherence to firm policies and ethical guidelines.

Benefits

  • $45,000 per year (estimated)
  • Flexible work arrangement
  • Opportunity to make a meaningful impact in the lives of clients

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