Legal Case Assessment Specialist
2 weeks ago
This role is not merely administrative; it serves as a vital link between prospective clients and our legal team. You will play a crucial role in interpreting client circumstances into actionable insights that facilitate informed decisions. As the initial point of contact, you will be responsible for identifying the right individuals to collaborate with our firm. This is a significant responsibility that requires a blend of judgment, experience, and a genuine desire to assist others.
At Bell Law, LLC, we strive to support everyone who reaches out to us, whether through direct assistance or by providing valuable resources.
Essential Skills:- Genuine Empathy
- Positive and approachable demeanor
- Quick decision-making and assessment abilities
- Proficient in asking probing questions
- Ability to discern when to engage
- Effective verbal and written communication skills
- Comfortable interacting with individuals in distressing situations
- Research and analytical skills to assist attorneys in making informed choices
- Serve as the first point of contact for potential clients
- Conduct thorough assessments of potential clients to ensure alignment with our practice, demonstrating empathy throughout all interactions
- Evaluate and categorize leads based on legal type and potential case viability
- Coordinate initial consultations for qualified leads
- Ensure proper navigation of leads through the intake process
- Prepare and follow up on fee agreements to secure necessary signatures
- Request relevant documentation from qualified leads
- Maintain communication with leads to facilitate document submission
- Update and manage the firm's databases and reports to track key metrics
- Respond to inquiries via phone and email, ensuring important information reaches the appropriate parties
- Handle incoming and outgoing correspondence and deliveries
- Provide administrative support to team members as needed
- Welcome visitors and clients, offering assistance and information as required
- Organize documentation and perform data entry in our case management system to enhance client onboarding
- Assist staff with general office tasks and provide backup for legal assistant duties when necessary
- Strong interpersonal, organizational, and customer service skills
- Proficiency in MS Office Suite, including Word, Excel, Adobe Acrobat, Outlook, and PowerPoint
- Minimum of one year of experience in a legal environment preferred
- Prior experience in customer service is advantageous
- Education or experience equivalent to an Associate or Bachelor's degree is preferred
- Experience with CRM systems, particularly in data tracking and reporting, is highly valued
- High attention to detail and accuracy in work
- Ability to work independently and maintain confidentiality
At Bell Law, LLC, we are dedicated to representing individuals who have suffered due to corporate negligence or fraud. Our mission is to empower clients to advocate for themselves and find a path to a better future.
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