Legal Intake Coordinator

1 day ago


Chicago, Illinois, United States Costa Ivone LLC Full time
Job Title: Legal Intake Specialist

Costa Ivone LLC is seeking a skilled Legal Intake Specialist to join our team. As the first point of contact for prospective clients, you will form relationships with professionals in similar roles at other firms to provide and receive referrals as needed.

Key Responsibilities:
  • Conduct thorough interviews with prospective clients via phone and email to understand their cases
  • Accurately notate case-relevant information
  • Evaluate prospective clients' claims to determine if they align with our firm's areas of practice and experience
  • Enter client information into our software application
  • Perform administrative tasks as assigned and create follow-up tasks to support your duties
  • Obtain signed retainers from clients
Requirements:
  • Exceptional customer service skills to ensure prospective clients feel valued and welcomed
  • Demonstrate empathy in all communications with potential clients
  • Strong listening skills to accurately grasp the details of clients' claims
  • Ability to conduct effective interviews during accident investigations
  • Excellent written and oral communication skills to explain next steps and draft precise client profiles
  • Organizational skills to manage prospective client information efficiently, monitor lead statuses, and update lead information as required
  • Ability to multitask effectively to swiftly handle multiple inquiries
  • Proficiency in Microsoft Office, Windows operating system, and Outlook email
  • Preference given to candidates with prior experience in a similar position


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