Law Firm Intake Coordinator

3 days ago


Independence, Ohio, United States Spitz, The Employee's Law Firm Full time
About the Role

We are seeking a highly skilled and empathetic Legal Intake Specialist to join our team at Spitz, The Employee's Law Firm. As a key member of our team, you will be responsible for surveying prospective clients, managing new client onboarding, and data entry.

Key Responsibilities
  • Screen incoming potential client phone calls to ensure the case falls within our firm's scope, while providing exceptional customer service and empathy.
  • Conduct various tasks around the office, including managing spreadsheets, writing emails, faxing, and copying, to ensure smooth processes.
  • Organize paperwork and perform data entry in our case management system to streamline new client onboarding and current client files.
  • Book consultations for prospective clients with our lawyers to expand our caseload and ensure accurate meeting schedules.
  • Collaborate with our marketing team to develop outbound sales tactics and partnerships with other law firms to bring in new cases.
Requirements
  • Previous sales or customer service experience is highly valued.
  • CRM and case management software experience is a plus.
  • Outstanding communication skills and a sense of empathy are essential.
  • Proficiency in Microsoft Office, especially Microsoft Excel, is required.
  • Previous legal experience is highly valued.

We offer a supportive and passionate legal team, with opportunities for growth and development. If you are passionate about helping others and have a strong work ethic, we encourage you to apply.



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