Legal Intake Coordinator
3 days ago
We 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 helping our lawyers book and manage their appointments.
Key Responsibilities- Perform miscellaneous clerical tasks as needed, including transcription, research, spreadsheet management, and email writing to ensure operational efficiency
- Evaluate prospective client inquiries and phone calls, analyzing their case fit and making sure 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 in order to help grow our prospective client base
- Possesses outstanding communication skills and 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
- Previous customer service or sales experience preferred
- 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
- If you walk through life seeing opportunities where other people see problems, you will probably do well here. If you find yourself thinking of why things can't work instead of how they can, you will not be happy here
$50,000 - $75,000 yearly
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2 days ago
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