Law Firm Intake Coordinator

3 days ago


Rockville, Maryland, United States The Law Offices of Josephia Rouse Full time
{"title": "Intake Specialist", "description": "Key Responsibilities

The Intake Specialist plays a crucial role in optimizing the firm's sales process and ultimately contributes to its overall success.

Key responsibilities include:

  • Organizing paperwork and performing data entry in our case management system to streamline new client onboarding and current client files
  • Evaluating prospective client inquiries and phone calls, analyzing their case fit and ensuring they feel seen and heard
  • Taking charge of various office tasks such as email correspondence, document management, data organization, and research to ensure our firm is running at peak efficiency
  • Helping foster prospective client streams by providing input into awareness and law firm partnerships initiatives alongside the marketing team
  • Managing attorney schedules, including prospective client consultations, to foster caseload growth
Requirements

To be successful in this role, you will need:

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

ENG/SPA is preferred.

", "lang_code": "en"}

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