Law Firm Intake Coordinator

4 days ago


Rockville, Maryland, United States The Law Offices of Josephia Rouse Full time

About The Law Offices of Josephia Rouse

We are a rapidly-growing law practice seeking a full-time legal intake specialist to enhance our sales potential by effectively screening and filtering Potential New Clients (PNCs).

Key Responsibilities:

  • Organize paperwork and perform data entry in our case management system to streamline new client onboarding and current client files.
  • Evaluate prospective client inquiries and phone calls, analyzing their case fit and making sure they feel seen and heard.
  • Take charge of various office tasks such as document management, data organization, and research to make sure our firm is running at peak efficiency.
  • Help foster prospective client streams by providing input into awareness and law firm partnerships initiatives alongside the marketing team.
  • Manage attorney schedules, including prospective client consultations, to foster caseload growth.

Qualifications:

  • Previous customer service or sales experience preferred.
  • High school diploma or equivalent required; Bachelor's degree preferred.
  • Full familiarity with the Microsoft Office suite, with advanced Excel proficiency.
  • Familiarity with case management and CRM systems a bonus.
  • Strong ability to communicate eloquently and empathetically a must.
  • Previous legal experience highly valued.
  • Firm knowledge of spreadsheet and data management, as well as computer skills.
  • Bilingual: ENG/SPA is preferred.

Compensation: $50,000



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