Case Intake Coordinator

4 weeks ago


Winter Park, Florida, United States The Leach Firm P.A Full time

Job Summary

The Leach Firm P.A is seeking a skilled Case Intake Coordinator to join our team. As a Case Intake Coordinator, you will be responsible for managing the intake process for new and prospective clients, ensuring that our lawyers' schedules are organized and our caseload is growing.

Key Responsibilities

  • Evaluate prospective client inquiries and phone calls, analyzing their case fit and making sure they meet our criteria.
  • Set appointments for potential clients that meet our criteria to keep our lawyers' schedules organized.
  • Supervise new client onboarding and current client files through data entry and paperwork collection to ensure our cases are managed efficiently.
  • Perform miscellaneous clerical tasks as needed, including transcription, research, spreadsheet management, and email writing to ensure operational efficiency.

Requirements

  • High school diploma or equivalent required.
  • Previous customer service or sales experience preferred.
  • Possesses outstanding communication skills and sense of empathy.
  • CRM and case management software experience a plus.
  • Proficiency with Microsoft Office products, especially Microsoft Excel.
  • Solid data entry, spreadsheet management, and computer skills.
  • Previous legal experience a plus.
  • Ability to maintain confidentiality in a professional manner.


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