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 highly organized and detail-oriented Case Intake Coordinator to manage the onboarding process for new clients and evaluate incoming client inquiries. This role is responsible for ensuring seamless client onboarding and maintaining efficient case management processes.

Key Responsibilities
  • Evaluate client inquiries and phone calls to determine case fit and suitability for our firm
  • Set appointments for potential clients to schedule meetings with our lawyers and grow our caseload
  • Supervise new client onboarding and current client files through data entry and paperwork collection to ensure efficient case management
  • Perform miscellaneous clerical tasks as needed, including transcription, research, spreadsheet management, and email writing to support operational efficiency
Requirements
  • High school diploma or equivalent required
  • Previous customer service or sales experience preferred
  • Outstanding communication skills and 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
  • Ability to maintain confidentiality in a professional manner


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