Client Intake Specialist

2 weeks ago

Phoenix, Arizona, United States The Matian Firm, APC Full time
Job Summary

The Matian Firm, APC is seeking a highly skilled Client Intake/Contracts professional to join our team. As a key member of our legal sales team, you will be responsible for handling inbound client service requests, including appointment setting, case vetting, and general inquiries. Your expertise will also be utilized to review and manage contracts, ensuring seamless execution and compliance.

Key Responsibilities
  • Manage inbound client inquiries, setting appointments and screening prospective clients.
  • Track and monitor potential new client leads through various channels.
  • Provide exceptional customer service, answering inquiries and routing them to the appropriate contact or department.
  • Accurately log client information into our software database system.
  • Assist attorneys with administrative tasks related to opening new cases.
  • Conduct client interviews with empathy and compassion, ensuring a positive experience.
  • Review and manage contracts, including retainer and payment arrangements.
  • Ensure proper documentation is present for all contracts.
  • File contracts through a systematic process.
  • Prepare contract summaries and issue lists for attorney review.
  • Coordinate with other departments to ensure contracts are reviewed, negotiated, and scanned.
  • Maintain our computer contract database.
Requirements
  • Bilingual (English/Spanish) with written and verbal proficiency.
  • At least 2 years of experience in intake, preferably in the legal field.
  • Case management software experience is a plus.
  • Excellent interpersonal skills, patience, and proactivity.
  • Ability to manage multiple responsibilities and prioritize tasks.
  • Excellent customer service attitude in fast-paced environments.
  • Excellent written and oral communication skills.
  • Good organizational skills with the ability to multitask.
What We Offer

The Matian Firm, APC offers a competitive compensation package, including medical, dental, and vision insurance. We also provide a 401(k) plan, catered lunches, complimentary parking, paid time off, and more. Our firm is committed to providing a diverse and inclusive work environment, where everyone is valued and respected.

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