Legal Intake Coordinator
4 weeks ago
Christmas Injury Lawyers is seeking a skilled Client Relations Specialist to join our team. As a key member of our intake team, you will be responsible for handling incoming phone calls from potential clients, assessing their needs, and ensuring their cases align with our practice areas. You will also be responsible for actively listening to clients, providing empathetic responses, and making them feel understood and valued.
Responsibilities:- Handle incoming phone calls from potential clients, assessing their needs and ensuring their cases align with our practice areas.
- Actively listen to clients, providing empathetic responses to make them feel understood and valued.
- Collaborate with the marketing team to develop and implement outbound sales strategies aimed at attracting new clients.
- Foster partnerships with other law firms to create referral opportunities and expand our client base.
- Collect and organize required documentation from clients, ensuring all information is accurate and complete.
- Enter client data and case information into our case management system for seamless onboarding and efficient file management.
- Maintain and manage various office tasks, including updating spreadsheets, drafting and sending emails, faxing documents, and copying materials.
- Transcribe meeting notes and other relevant documents to ensure clarity and accessibility of information.
- Conduct follow-up calls with potential clients to provide updates and gather additional information as needed.
- Communicate effectively with clients throughout the intake process, addressing any questions or concerns they may have.
- Track and report on intake metrics and conversion rates to assess the effectiveness of outreach and sales efforts.
- Provide feedback and insights to the marketing team regarding client trends and potential areas for growth.
- Customer Service or Sales Experience: Proven background in customer service or sales, demonstrating strong interpersonal skills and the ability to engage effectively with clients and convert inquiries into potential cases.
- Sales Acumen: Strong sales skills with a track record of achieving targets, identifying client needs, and effectively promoting services to drive new business.
- Technical Proficiency: Familiarity with CRM and case management software, along with solid data entry skills and proficiency in spreadsheet management (e.g., Excel).
- Communication Skills: Exceptional verbal and written communication abilities, with a focus on empathetic listening and clear articulation of information to clients.
- Organizational Skills: Strong organizational skills with the ability to manage multiple tasks, prioritize effectively, and maintain accurate records in a fast-paced environment.
- Legal Industry Knowledge: Basic understanding of the legal industry and its processes, with a preference for candidates who have prior experience in a legal setting.
Compensation: $18 - $20 hourly
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