Law Firm Intake Coordinator
3 weeks ago
Job Title: Legal Intake Specialist
About the Role:
Costa Ivone LLC is seeking a skilled Legal Intake Specialist to join our team. As the first point of contact for prospective clients, you will form relationships with professionals in similar roles at other firms to provide and receive referrals as needed.
Key Responsibilities:
- Interview prospective clients by phone and email to become familiar with their cases
- Notate case-relevant information
- Evaluate prospective clients' claims to determine whether they're in line with the areas of practice and experience of the firm
- Enter client information into the Law Firm's software application
- Perform administrative support tasks as assigned, as well as create follow-up tasks to assist with duties
- Obtain signed retainers
Requirements:
- Exceptional customer service skills to ensure prospective clients feel valued and welcomed
- Demonstrate a high level of empathy in all communications with potential clients
- Strong listening skills to fully grasp the details of clients' claims accurately
- Ability to conduct effective interviews during accident investigations
- Excellent written and oral communication skills to explain next steps clearly and draft precise client profiles
- Organizational skills to manage prospective client information efficiently, monitor lead statuses, and update lead information as required
- Ability to multitask effectively to swiftly handle multiple inquiries
- Proficiency in Microsoft Office, Windows operating system, and Outlook email
- Preference given to candidates with prior experience in a similar position
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