Legal Intake Coordinator
2 days ago
We are seeking a highly skilled Legal Intake Specialist to join our team at Katie L. Lewis, P.C. Family Law. As a key member of our team, you will be responsible for surveying prospective clients, empathizing with them on the details of their case, and managing new client onboarding and data entry. You will also help our lawyers book and manage their appointments, ensuring a seamless experience for our clients.
Responsibilities- Evaluate prospective client inquiries and phone calls, analyzing their case fit and ensuring they feel seen and heard.
- Manage attorney schedules, including prospective client consultations, to foster caseload growth.
- Organize paperwork and perform data entry in our case management system to streamline new client onboarding and current client files.
- Coordinate awareness initiatives and foster relationships with other attorneys alongside the marketing team to help grow our prospective client base.
- Possesses outstanding communication skills and a sense of empathy.
- CRM and case management software experience a plus.
- Full familiarity with the Microsoft Office suite, with advanced Excel proficiency.
- Previous legal experience highly valued.
- Customer service experience is required. Legal experience is a plus.
- You must demonstrate proficiency with common office applications (Word, Outlook email calendar, Google, and so on).
- You must have excellent spelling and grammar.
- We will ask you to demonstrate a penchant for accuracy and attention to detail, which are required to avoid mistakes that can cost our clients (and us) dearly.
- You MUST be a positive person.
We are a rapidly-growing law practice dedicated to providing exceptional service to our clients. We value personal and professional growth, and we are committed to creating a positive and supportive work environment. If you are a motivated and detail-oriented individual who is passionate about helping others, we encourage you to apply for this exciting opportunity.
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Legal Intake Coordinator
2 weeks ago
Dallas, Texas, United States Katie L. Lewis, P.C. Family Law Full timeLegal Intake SpecialistWe are seeking a highly skilled and empathetic Legal Intake Specialist to join our team at Katie L. Lewis, P.C. Family Law. As a key member of our team, you will be responsible for surveying prospective clients, managing new client onboarding, and data entry. Your excellent communication skills and passion for helping others will make...
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Legal Intake Coordinator
1 week ago
Dallas, Texas, United States Katie L. Lewis, P.C. Family Law Full timeLegal Intake SpecialistWe are seeking a highly skilled and empathetic Legal Intake Specialist to join our team at Katie L. Lewis, P.C. Family Law. As a key member of our team, you will play a crucial role in ensuring a seamless client experience from initial contact to case management.Responsibilities:Screen and qualify potential clients to determine their...
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