Legal Intake Coordinator

3 weeks ago


Burbank, California, United States Block USA Full time
Legal Intake Specialist

Block USA is seeking a skilled Legal Intake Specialist to join our team. As a key member of our operations team, you will be responsible for evaluating prospective client inquiries, managing new client onboarding, and ensuring operational efficiency.

Key Responsibilities:
  • Evaluate prospective client inquiries and phone calls, analyzing their case fit and providing exceptional customer service.
  • Perform miscellaneous clerical tasks, including transcription, research, spreadsheet management, and email writing.
  • Collaborate with marketing to develop outbound sales tactics and partnerships with other law firms.
  • Set appointments for potential clients and manage our lawyers' schedules to grow our caseload.
  • Supervise new client onboarding and current client files through data entry and paperwork collection.
Requirements:
  • Bilingual - English/Spanish
  • Previous experience with CRM and case management software
  • Skilled with Microsoft Office, especially Microsoft Excel
  • Firm knowledge of spreadsheet and data management, as well as computer skills
  • Sales or customer service experience highly valued
  • Excellent and empathetic verbal and written communication skills


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