Legal Intake Coordinator
3 weeks ago
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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