Law Firm Intake Coordinator

3 weeks ago


San Diego, California, United States Trestle Law, APC Full time
Job Description

Trestle Law, APC is seeking a highly organized Law Firm Intake Coordinator to join our team. As an Intake Coordinator, you will be responsible for managing our client intake process, ensuring seamless communication and excellent customer service.

Duties and Responsibilities:
  • Screen incoming potential client phone calls to ensure the case falls within our scope, while providing exceptional customer service and empathy
  • Set appointments for potential clients that meet our criteria to maintain organized schedules and grow our caseload
  • Collect paperwork and enter data into our case management system to ensure a smooth onboarding process for new clients and efficient case file management
  • Coordinate awareness initiatives and foster relationships with other attorneys alongside the marketing team to drive growth in our prospective client base
Essential Qualifications:
  • Proficiency with Microsoft Office products, particularly Microsoft Excel
  • Previous experience with CRM and case management software is desired
  • Excellent verbal and written communication skills, with a high level of empathy required
  • High school diploma or equivalent is a requirement; a Bachelor's degree is preferred
  • Previous legal experience is highly valued

We offer a competitive salary range of $50,000 - $70,000 per year, depending on experience.



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