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Legal Intake Coordinator
2 months ago
At Atticus Family Law, S.C., we are seeking a highly skilled and empathetic Intake Specialist to join our team. As the first point of contact for potential clients, you will play a crucial role in our firm's success.
We offer a competitive salary, comprehensive benefits, and a supportive work environment that values your contributions. Our goal is to minimize stress and align with your values, ensuring you feel motivated and excited to help clients every day.
We are committed to your professional growth and long-term success, ensuring you avoid the dissatisfaction that can come from a misaligned workplace.
Responsibilities- Perform various administrative tasks, including data analysis, research, and email correspondence to ensure operational efficiency.
- Communicate with potential clients via email, phone, and text to resolve questions, secure consultations, and facilitate conversion as new clients.
- Collaborate with marketing to develop messaging, sales tactics, and referral relationships with other law firms and professionals to bring in new cases.
- Screen incoming potential client calls to ensure the case falls within our scope, while providing a positive experience for the caller.
- Manage various office tasks, such as email correspondence, document management, data organization, and research to maintain peak efficiency.
- Work with marketing to develop outbound sales tactics and partnerships with other law firms to bring in new cases.
- Collect paperwork and enter data into our case management system to ensure a smooth onboarding process for new clients and efficient case file management.
- Manage attorney schedules, including prospective client consultations, to foster caseload growth.
- Excellent verbal and written communication skills are required.
- A high school diploma or GED is a minimum requirement; a Bachelor's degree is a plus.
- A background in the legal industry is preferred.
- Familiarity with the Microsoft Office suite, with advanced Excel proficiency, is essential.
- Familiarity with case management and CRM systems is a bonus.