Legal Intake Coordinator

3 weeks ago


North Miami Beach, Florida, United States KEW Legal Full time

Job Summary

We are seeking a highly skilled Legal Intake Specialist to join our team at KEW Legal. As a key member of our staff, you will be responsible for providing exceptional customer service to prospective clients, screening potential cases, and assisting our lawyers with meeting management.

Key Responsibilities

  • Assist in fostering prospective client streams through awareness and law firm partnerships initiatives
  • Survey potential clients to determine the right fit with our practice, while maintaining a high level of empathy and professionalism
  • Perform various administrative tasks, including managing spreadsheets, writing emails, faxing, copying, and transcribing notes to ensure seamless office operations
  • Book consultations for prospective clients with our lawyers to expand our caseload and maintain accurate meeting schedules
  • Organize paperwork and perform data entry in our case management system to streamline new client onboarding and current client files

Requirements

  • Previous legal experience is highly valued
  • Proficiency with Microsoft Office products, especially Microsoft Excel
  • Customer service or sales experience is a plus
  • Outstanding communication skills and a sense of empathy are essential
  • Firm knowledge of spreadsheet and data management, as well as computer skills


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