Client Intake Coordinator
11 hours ago
Platt Richmond is seeking a highly organized and detail-oriented Client Intake Coordinator to join our team. The primary focus of this position is to assist in onboarding new clients and matters for the Firm by managing conflict checks, new client creation, new matter creation, and engagement letter drafting and client communications. This role will work directly with the Firm's partners and attorneys to ensure that clients are set up timely and efficiently.
We offer a positive work environment with long-term employees who work well together. We offer competitive salaries and excellent benefits, including paid vacation and holidays, 401(k) and profit-sharing program, health/vision/dental insurance, and parking.
Key Responsibilities:
- Process conflict checks and manage new client creation
- Draft, send, receive, and file engagement letters
- Communicate with clients as needed
- Train new attorneys and paralegals on client intake process
- Maintain client intake log
- Provide front desk backup support
- Manage word processing requests
Requirements:
- High school diploma required
- One year of law firm experience required
- Strong knowledge of Microsoft Office
- Proficient in English (oral and written)
- Ability to organize projects and execute in a timely fashion
- Experience working in a law firm setting preferred
- Detail-oriented and self-starter
- Ability to communicate with all levels of an organization
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