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Client Intake Coordinator

2 months ago

Cleveland, Ohio, United States The Botnick Law Firm, LLC Full time

The Botnick Law Firm, LLC is actively seeking a dedicated Legal Intake Specialist to enhance our expanding legal practice. In this role, you will engage with potential clients, demonstrating empathy and understanding as you gather essential information regarding their cases. Your responsibilities will include managing the onboarding process for new clients and ensuring accurate data entry, while also assisting our attorneys in scheduling and managing appointments.

We are committed to providing comprehensive training and resources to support your success within our collaborative and passionate legal environment.

Key Responsibilities:

  • Evaluate incoming calls from potential clients to determine case eligibility while ensuring they feel acknowledged and valued.
  • Gather pertinent case information from leads and various sources, including online court records, to create foundational notes for attorney consultations.
  • Schedule consultations for prospective clients with our legal team to enhance our caseload and maintain accurate meeting schedules.
  • Initiate and manage the distribution of contracts, invoices, and communications to leads throughout the onboarding journey, ensuring a smooth transition to official client status.
  • Organize documentation and perform data entry within our case management system to facilitate efficient onboarding and management of client files.
  • Assist with various office tasks, including spreadsheet management, email correspondence, faxing, copying, and transcribing notes to ensure operational efficiency.

Qualifications:

  • Exceptional communication skills, both verbal and written, with a strong ability to convey empathy.
  • Outstanding organizational capabilities are essential for thriving in this position.
  • Proficient in data entry, spreadsheet management, and general computer skills.
  • A high school diploma or equivalent is required; a Bachelor's degree is preferred.
  • Experience in sales or customer service is highly regarded.
  • A background in the legal field is advantageous.